Home › Compare › AAGTX vs DIVO

AAGTX vs DIVO: Dividend Comparison 2026

AAGTX yields 6.11% · DIVO yields 4.00%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AAGTX wins by $1.9K in total portfolio value
10 years
AAGTX
AAGTX
● Live price
6.11%
Share price
$22.38
Annual div
$1.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.9K
Annual income
$902.05
Full AAGTX calculator →
DIVO
DIVO
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full DIVO calculator →

Portfolio growth — AAGTX vs DIVO

📍 AAGTX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodAAGTXDIVO
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
📅

Dividend Calendar Overlap

Combined, AAGTX + DIVO cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
AAGTX pays
DIVO pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

AAGTX
Annual income on $10K today (after 15% tax)
$519.46/yr
After 10yr DRIP, annual income (after tax)
$766.74/yr
DIVO
Annual income on $10K today (after 15% tax)
$340.00/yr
After 10yr DRIP, annual income (after tax)
$764.31/yr
At 15% tax rate, AAGTX beats the other by $2.43/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AAGTX + DIVO for your $10,000?

AAGTX: 50%DIVO: 50%
100% DIVO50/50100% AAGTX
Portfolio after 10yr
$29.0K
Annual income
$900.62/yr
Blended yield
3.11%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AAGTX buys
0
DIVO buys
0
No recent congressional trades found for AAGTX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAAGTXDIVO
Forward yield6.11% ✓4.00%
Annual dividend / share$1.37$2.00 ✓
Payout ratio50%50%
1-year div growth0%5% ✓
5-year div CAGR0%5% ✓
Portfolio after 10y$29.9K ✓$28.0K
Annual income after 10y$902.05 ✓$899.19
Total dividends collected$7.6K ✓$6.4K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: AAGTX vs DIVO ($10,000, DRIP)

YearAAGTX PortfolioAAGTX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,311$611.13$11,120$420.00+$191.00 → AAGTX
2$12,749$646.03$12,357$458.31+$392.00 → AAGTX
3$14,322$680.51$13,721$499.76+$601.00 → AAGTX
4$16,039$714.46$15,227$544.58+$812.00 → AAGTX
5$17,909$747.77$16,885$593.02+$1.0K → AAGTX
6$19,943$780.35$18,713$645.34+$1.2K → AAGTX
7$22,152$812.13$20,724$701.81+$1.4K → AAGTX
8$24,545$843.04$22,938$762.73+$1.6K → AAGTX
9$27,136$873.03$25,372$828.41+$1.8K → AAGTX
10$29,938$902.05$28,047$899.19+$1.9K → AAGTX

AAGTX vs DIVO: Complete Analysis 2026

AAGTX — Stock

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Full AAGTX Calculator →

DIVO — ETF

DIVO is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in DIVO shares.

Full DIVO Calculator →
📬

Get this AAGTX vs DIVO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

AAGTX vs SCHDAAGTX vs JEPIAAGTX vs OAAGTX vs KOAAGTX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.