About Wasatch Global Select Fund Investor Class (WAGSX) — Dividend Analysis 2026
The fund invests primarily in foreign and domestic companies of all market capitalizations. Under normal market conditions, it will invest the fund's assets primarily in equity securities, typically common stock, issued by foreign and domestic companies. The fund may invest a significant portion of its net assets in companies tied economically to foreign countries, which may include countries in developed, emerging or frontier markets. It is non-diversified.
Is WAGSX a good dividend investment in 2026?
WAGSX offers a 18.30% forward yield with a 50% payout ratio. Strand Safety Score: 40/100 (High Risk). The 5-year dividend CAGR of 0% is modest — investors should weigh current income against growth alternatives.
WAGSX DRIP calculator — what's the difference?
With DRIP on a $10,000 investment over 10 years, your WAGSX portfolio grows to $53.7K vs $28.3K without reinvestment. This is the compound interest effect in action.
WAGSX dividend growth history & forecast
WAGSX has grown its dividend by 0% over the last year and 0% annually over 5 years. At this pace, an investor who holds for 10+ years will see their yield on cost grow substantially above the current 18.30%.
Company not generating EBITDA — debt servicing risk is elevated
Earnings Momentum-0.2B → -0.0B → +0.5B
0 / 30 pts
0/30
Company is reporting net losses — dividend sustainability is in question
OVERALL ASSESSMENT
Dividend sustainability questionable — consider alternative income stocks.
STRAND SCORE
40
/100
Strand Safety Score™ is proprietary to DividendFlow. Inputs: FCF, Debt/EBITDA, Net Income from SEC filings via FMP. Not financial advice. N/A for ETFs, pre-revenue companies, and tickers without income statements.
🌍 WAGSX Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold WAGSX.
Gross yield
18.30%
Tax rate
15.00%
After-tax yield
15.55%
Real yield (−CPI)
12.75%
Account/Country
Tax Rate
After-tax Yield
Real Yield
$10K Annual Income
🇺🇸 Roth IRA / 401k
0%
18.30%
15.50%
$1,830 / yr
🇺🇸 US Taxable (15%) ✓
15%
15.55%
12.75%
$1,556 / yr
🇺🇸 US Taxable (20%)
20%
14.64%
11.84%
$1,464 / yr
🇬🇧 UK ISA
0%
18.30%
15.50%
$1,830 / yr
🇬🇧 UK Taxable
8.75%
16.70%
13.90%
$1,670 / yr
🇨🇦 TFSA
0%
18.30%
15.50%
$1,830 / yr
🇨🇦 CA Taxable
25%
13.73%
10.93%
$1,373 / yr
🇦🇺 Super (pension)
15%
15.55%
12.75%
$1,556 / yr
🇦🇺 AU Taxable
30%
12.81%
10.01%
$1,281 / yr
🇩🇪 DE Taxable
26.375%
13.47%
10.67%
$1,347 / yr
🇫🇷 FR Taxable
30%
12.81%
10.01%
$1,281 / 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.
🎯 WAGSX Income Goal & Break-Even
Dividend Break-Even
7yr
Years for dividends to fully repay your WAGSX investment of $10.93/share (🇺🇸 US Taxable (15%) · 15.00% tax)
$10K invested · 10 Years
Dividends earned (DRIP)
$32.4K
Lost to inflation (2.8% CPI)
−$2.5K
Real purchasing power gain
$30.0K
12-month CPI (US BLS via FMP economic-indicators).
How much do I need to invest in WAGSX for:
Shares needed
14,118
Capital required
$154,310
Monthly income
$2,000
Based on current dividend of $2.00/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 WAGSX Dividend Payment Schedule
WAGSX pays quarterly — 4 times per year. Next ex-div: TBD.
Jan
Feb
Mar
💰
Apr
May
Jun
💰
Jul
Aug
Sep
💰
Oct
Nov
Dec
💰
10 shares
$4.25 / payment
$17.00 / year after tax
100 shares
$42.50 / payment
$170.00 / year after tax
1,000 shares
$425.00 / payment
$1700.00 / year after tax
📊 WAGSX vs Financial Services Benchmarks
How WAGSX compares to typical Financial Services averages.
Benchmark: Financial Services
Dividend Yield▲+15.40% vs sectorBetter
WAGSX
18.30%
avg
2.90%
5Y Dividend CAGR▼-7.10% vs sectorBelow avg
WAGSX
0.00%
avg
7.10%
Payout Ratio▼+12.00% vs sectorBelow avg
WAGSX
50.00%
avg
38.00%
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for WAGSX sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ WAGSX Insider Activity
No recent SEC filings reported in the last 90 days.
🔬
Financial Health Scores
Altman Z-Score
-0.10
🔴 Distress Zone — elevated dividend cut risk
Safe: >3.0 · Grey: 1.81–3.0 · Distress: <1.81
Piotroski F-Score
4/9
⚠️ Moderate fundamentals
Strong: 7–9 · Moderate: 4–6 · Weak: 0–3
Altman Z-Score predicts bankruptcy risk. Piotroski F-Score measures financial strength across 9 criteria. High scores → lower dividend cut risk. Data via FMP financial statements.
📊 About This Data
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 WAGSX 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 →