⏳ Fetching live dividend data...
Home › Calculator › SIMSX Dividend Calculator 2026
SIM U.S. Managed Accumulation Fund Class Z · NASDAQ
Price: $10.02 · Annual div: $2.00/share · Frequency: quarterly · Payout ratio: 50% · 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 SIMSX → $61.7K in 10 years · $855.68/month
Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in the securities of underlying funds that, by the terms of their prospectuses, focus on making investments in issuers that are either based, operated or primarily operated in the U.S. or listed on a U.S. exchange or marketplace. The fund will generally invest approximately 75% of its net assets in underlying funds that are advised by Dimensional Fund Advisors LP and that provide the requisite portfolio exposure to specific investment factors.
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. · Privacy Policy
Ready to invest? Open SIMSX position with:
Real after-tax yield depends on where you live and how you hold SIMSX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 19.96% | 17.16% | $1,996 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 16.97% | 14.17% | $1,697 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 15.97% | 13.17% | $1,597 / yr |
| 🇬🇧 UK ISA | 0% | 19.96% | 17.16% | $1,996 / yr |
| 🇬🇧 UK Taxable | 8.75% | 18.21% | 15.41% | $1,821 / yr |
| 🇨🇦 TFSA | 0% | 19.96% | 17.16% | $1,996 / yr |
| 🇨🇦 CA Taxable | 25% | 14.97% | 12.17% | $1,497 / yr |
| 🇦🇺 Super (pension) | 15% | 16.97% | 14.17% | $1,697 / yr |
| 🇦🇺 AU Taxable | 30% | 13.97% | 11.17% | $1,397 / yr |
| 🇩🇪 DE Taxable | 26.375% | 14.70% | 11.90% | $1,470 / yr |
| 🇫🇷 FR Taxable | 30% | 13.97% | 11.17% | $1,397 / 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 $2.00/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
SIMSX pays quarterly — 4 times per year. Next ex-div: TBD.
How SIMSX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for SIMSX 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 SIMSX 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 →
Real users. No sign-up required to leave a review.
“Finally 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.”
“I've been trying to figure out how much dividend income I'd need to retire. This tool showed me exactly — $400K in JEPI at 7% yield gives me $2,333/month. No calculator did that this clearly before.”
“Really 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.”
“As 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.”
“The 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.”
Reviews reflect users' personal experiences. Not financial advice.
Leave a review →