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Delaware Small Cap Value Fund · NASDAQ
Price: $67.66 · Annual div: $8.24/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in DVLRX → $31.6K in 10 years · $285.45/month
The fund primarily invests in smaller companies, with a policy to commit a minimum of 80% of its total assets—which includes any capital acquired through borrowing for investment purposes—to small-capitalization firms. Its strategy centers on identifying and acquiring shares in these smaller businesses that the portfolio managers believe are trading at a discount when compared to their intrinsic value or projected growth potential.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Ready to invest? Open DVLRX position with:
Real after-tax yield depends on where you live and how you hold DVLRX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 12.18% | 9.38% | $1,218 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 10.35% | 7.55% | $1,035 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 9.74% | 6.94% | $974 / yr |
| 🇬🇧 UK ISA | 0% | 12.18% | 9.38% | $1,218 / yr |
| 🇬🇧 UK Taxable | 8.75% | 11.11% | 8.31% | $1,111 / yr |
| 🇨🇦 TFSA | 0% | 12.18% | 9.38% | $1,218 / yr |
| 🇨🇦 CA Taxable | 25% | 9.13% | 6.33% | $914 / yr |
| 🇦🇺 Super (pension) | 15% | 10.35% | 7.55% | $1,035 / yr |
| 🇦🇺 AU Taxable | 30% | 8.53% | 5.73% | $853 / yr |
| 🇩🇪 DE Taxable | 26.375% | 8.97% | 6.17% | $897 / yr |
| 🇫🇷 FR Taxable | 30% | 8.53% | 5.73% | $853 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $8.24/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
DVLRX pays quarterly — 4 times per year. Next ex-div: TBD.
How DVLRX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for DVLRX sourced from FMP /financial-growth endpoint — real data, not estimates.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the DVLRX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
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