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Home › Calculator › RWGFX Dividend Calculator 2026
Wedgewood Fund Class Retail · NASDAQ
Price: $4.28 · Annual div: $0.56/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 RWGFX → $34.5K in 10 years · $335.19/month
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of large capitalization companies that the sub-adviser believes have above-average growth prospects. It invests primarily in common stocks. The adviser considers companies with market capitalizations in excess of $5 billion to be large capitalization companies. The fund is non-diversified.
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 RWGFX position with:
Real after-tax yield depends on where you live and how you hold RWGFX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 13.19% | 10.39% | $1,319 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 11.21% | 8.41% | $1,121 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 10.55% | 7.75% | $1,055 / yr |
| 🇬🇧 UK ISA | 0% | 13.19% | 10.39% | $1,319 / yr |
| 🇬🇧 UK Taxable | 8.75% | 12.04% | 9.24% | $1,204 / yr |
| 🇨🇦 TFSA | 0% | 13.19% | 10.39% | $1,319 / yr |
| 🇨🇦 CA Taxable | 25% | 9.89% | 7.09% | $989 / yr |
| 🇦🇺 Super (pension) | 15% | 11.21% | 8.41% | $1,121 / yr |
| 🇦🇺 AU Taxable | 30% | 9.23% | 6.43% | $923 / yr |
| 🇩🇪 DE Taxable | 26.375% | 9.71% | 6.91% | $971 / yr |
| 🇫🇷 FR Taxable | 30% | 9.23% | 6.43% | $923 / 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 $0.56/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
RWGFX pays quarterly — 4 times per year. Next ex-div: TBD.
How RWGFX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for RWGFX 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 RWGFX 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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