HomeCompareWVALX vs JNJ

WVALX vs JNJ: Dividend Comparison 2026

WVALX yields 24.83% · JNJ yields 2.13%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 WVALX wins by $67.5K in total portfolio value
10 years
WVALX
WVALX
● Live price
24.83%
Share price
$37.78
Annual div
$9.38
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$97.8K
Annual income
$10,954.43
Full WVALX calculator →
JNJ
Johnson & Johnson
● Live price
2.13%
Share price
$244.44
Annual div
$5.20
5Y div CAGR
28%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.3K
Annual income
$4,689.40
Full JNJ calculator →

Portfolio growth — WVALX vs JNJ

📍 WVALX pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodWVALXJNJ
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, WVALX + JNJ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
WVALX pays
JNJ pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

WVALX
Annual income on $10K today (after 15% tax)
$2,110.31/yr
After 10yr DRIP, annual income (after tax)
$9,311.27/yr
JNJ
Annual income on $10K today (after 15% tax)
$180.82/yr
After 10yr DRIP, annual income (after tax)
$3,985.99/yr
At 15% tax rate, WVALX beats the other by $5,325.28/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

What's the optimal mix of WVALX + JNJ for your $10,000?

WVALX: 50%JNJ: 50%
100% JNJ50/50100% WVALX
Portfolio after 10yr
$64.0K
Annual income
$7,821.92/yr
Blended yield
12.22%
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Analyst Conviction Gap

Where Wall Street is most bullish on JNJ right now

WVALX
No analyst data
JNJ
Analyst Ratings
20
Buy
17
Hold
3
Sell
Consensus: Buy
Price Target
$228.73
-6.4% upside vs current
Range: $190.00 — $265.00
Altman Z
5.2
Piotroski
4/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WVALX buys
0
JNJ buys
8
PoliticianChamberTickerTypeAmountDate
Thomas H. Kean🏢 House$JNJ▼ Sell$15,001 - $50,0002026-01-23
Julie Johnson🏢 House$JNJ▼ Sell$1,001 - $15,0002025-12-18
Lloyd Doggett🏢 House$JNJ▲ Buy$1,001 - $15,0002025-12-09
Thomas H. Kean🏢 House$JNJ▼ Sell$15,001 - $50,0002025-11-20
Julie Johnson🏢 House$JNJ▼ Sell$1,001 - $15,0002025-11-13
Rich McCormick🏢 House$JNJ▲ Buy$1,001 - $15,0002025-11-05
Ro Khanna🏢 House$JNJ▲ Buy$1,001 - $15,0002025-10-30
Ro Khanna🏢 House$JNJ▲ Buy$1,001 - $15,0002025-10-30
Ro Khanna🏢 House$JNJ▲ Buy$1,001 - $15,0002025-10-30
Jared Moskowitz🏢 House$JNJ▼ Sell$1,001 - $15,0002025-10-10
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWVALXJNJ
Forward yield24.83%2.13%
Annual dividend / share$9.38$5.20
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%28%
Portfolio after 10y$97.8K$30.3K
Annual income after 10y$10,954.43$4,689.40
Total dividends collected$61.7K$15.4K
Payment frequencyquarterlyquarterly
SectorStockHealthcare

Year-by-year: WVALX vs JNJ ($10,000, DRIP)

YearWVALX PortfolioWVALX Income/yrJNJ PortfolioJNJ Income/yrGap
1← crossover$13,183$2,482.71$10,592$272.30+$2.6KWVALX
2$17,164$3,058.78$11,289$357.73+$5.9KWVALX
3$22,088$3,722.07$12,123$472.89+$10.0KWVALX
4$28,110$4,476.40$13,141$629.86+$15.0KWVALX
5$35,402$5,324.25$14,408$846.81+$21.0KWVALX
6$44,147$6,266.72$16,021$1,151.60+$28.1KWVALX
7$54,541$7,303.44$18,122$1,588.22+$36.4KWVALX
8$66,792$8,432.63$20,930$2,228.20+$45.9KWVALX
9$81,118$9,651.12$24,792$3,191.91+$56.3KWVALX
10$97,751$10,954.43$30,274$4,689.40+$67.5KWVALX

WVALX vs JNJ: Complete Analysis 2026

WVALXStock

Under normal circumstances, the fund will invest the majority of its assets in common stock of larger companies. The Adviser considers larger companies to be issuers with market capitalizations equal to or greater than the median company in the Russell 1000 Index. It may invest in securities issued by non-U.S. companies, which may be denominated in U.S. dollars or foreign currencies.

Full WVALX Calculator →

JNJHealthcare

Johnson & Johnson, together with its subsidiaries, researches and develops, manufactures, and sells various products in the healthcare field worldwide, but strategically separated its Consumer Health business into Kenvue Inc. in 2023 to focus on its higher-growth, innovation-driven segments; the former Consumer Health brands (including TYLENOL, LISTERINE, and BAND-AID) are now owned by Kenvue. The company's core focus is now split between its Innovative Medicine (formerly Pharmaceutical) segment, which offers prescription products for complex diseases such as rheumatoid arthritis, various cancers, HIV/AIDS, and neurodegenerative disorders; and its MedTech (Medical Devices) segment, which provides advanced technology solutions including electrophysiology products, neurovascular care products, orthopaedics (hips, knees, spine), advanced surgery solutions, and disposable contact lenses under the ACUVUE brand. Company's two remaining segments primarily serve hospitals, healthcare professionals, wholesalers, and retailers, continuing its mission of advancing human health since its founding in 1886 and its current basing in New Brunswick, New Jersey.

Full JNJ Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.