β³ Fetching live dividend data...
Home βΊ Calculator βΊ FCFWX Dividend Calculator 2026
American Funds Retirement Income Portfolio - Enhanced Class F-1 Β· NASDAQ
Price: $16.14 Β· Annual div: $0.87/share Β· Frequency: quarterly Β· Payout ratio: 50% Β· Ex-div: TBD
Click to apply scenario to the calculator
Year your monthly dividend income covers each expense (based on current settings)
$10,000 in FCFWX β $16.9K in 10 years Β· $72.16/month
This investment vehicle is designed to deliver a consistent flow of current income, foster long-term capital appreciation, and safeguard its principal. Its primary emphasis is placed on generating income and expanding its capital base. The fund's management pursues these objectives by strategically allocating assets across a diverse array of American Funds, with their proportions and holdings adjusted dynamically over time. Its underlying portfolio is predominantly composed of equity-oriented funds, specifically those within the equity-income, balanced, and growth-and-income classifications. This fund is part of a collection of three American Funds Retirement Income Portfolios, all meticulously crafted to assist individuals nearing or already in retirement who require a structured withdrawal strategy. Among this suite, this particular fund is positioned to deliver a comparatively higher level of current income along with a stronger potential for long-term capital appreciation.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
We'll send you a full breakdown of your projections, DRIP tips, and how to enable dividend reinvestment with your broker.
Free forever. No spam. Unsubscribe anytime. Β· Privacy Policy
Ready to invest? Open FCFWX position with:
Real after-tax yield depends on where you live and how you hold FCFWX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| πΊπΈ Roth IRA / 401k | 0% | 5.40% | 2.60% | $540 / yr |
| πΊπΈ US Taxable (15%) β | 15% | 4.59% | 1.79% | $459 / yr |
| πΊπΈ US Taxable (20%) | 20% | 4.32% | 1.52% | $432 / yr |
| π¬π§ UK ISA | 0% | 5.40% | 2.60% | $540 / yr |
| π¬π§ UK Taxable | 8.75% | 4.93% | 2.13% | $493 / yr |
| π¨π¦ TFSA | 0% | 5.40% | 2.60% | $540 / yr |
| π¨π¦ CA Taxable | 25% | 4.05% | 1.25% | $405 / yr |
| π¦πΊ Super (pension) | 15% | 4.59% | 1.79% | $459 / yr |
| π¦πΊ AU Taxable | 30% | 3.78% | 0.98% | $378 / yr |
| π©πͺ DE Taxable | 26.375% | 3.98% | 1.18% | $398 / yr |
| π«π· FR Taxable | 30% | 3.78% | 0.98% | $378 / 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 $0.87/share/yr Β· πΊπΈ US Taxable (15%) Β· static projection (no growth assumed).
FCFWX pays quarterly β 4 times per year. Next ex-div: TBD.
How FCFWX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024β2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for FCFWX sourced from FMP /financial-growth endpoint β 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 FCFWX 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 β
American Funds Retirement Income Portfolio - Enhanced Class F-1 (FCFWX) is currently trading at $16.14, trading near its 52-week high. The current dividend yield is 5.40% based on an annual payout of $0.87 per share.
American Funds Retirement Income Portfolio - Enhanced Class F-1 (FCFWX) is a financial services stock currently trading at $16.14 with a dividend yield of 5.40%. The company pays an annual dividend of $0.87 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings.
Auto-generated from live market data. For educational purposes only β not financial advice.
Real users. No sign-up required to leave a review.
βFinally a free dividend calculator that doesn't make me sign up or connect my brokerage. Entered SCHD and got the full DRIP projection in seconds. Bookmarked immediately.β
βI've been trying to figure out how much dividend income I'd need to retire. This tool showed me exactly β $400K in JEPI at 7% yield gives me $2,333/month. No calculator did that this clearly before.β
βReally solid passive income calculator. Covers everything: DRIP compounding, Roth IRA tax savings, DCA contributions. The year-by-year breakdown is what I was missing from other tools.β
βAs someone planning retirement in 5 years, this dividend yield calculator showed me I need about 12% more in dividend stocks to hit my income target. Incredibly useful and completely free.β
βThe Congress trades tracker is genius. Saw that several senators were buying O (Realty Income) and immediately ran it through the DRIP calculator. Bought 50 shares the next day.β
Reviews reflect users' personal experiences. Not financial advice.
Leave a review β