Is AEGFX or DVY a better dividend investment in 2026?

AEGFX currently yields 14.55% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: AEGFX offers higher current income.

What is the dividend yield difference between AEGFX and DVY?

AEGFX has a forward dividend yield of 14.55% ($8.27/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 11.05 percentage points.

Home › Compare › AEGFX vs DVY

AEGFX vs DVY: Dividend Comparison 2026

AEGFX yields 14.55% · DVY yields 3.50%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 AEGFX wins by $26.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

AEGFX

● Live price

14.55%

Share price

$56.83

Annual div

$8.27

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$52.0K

Annual income

$3,579.83

Full AEGFX calculator →

DVY

● Live price

3.50%

Share price

$150.03

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.1K

Annual income

$437.78

Full DVY calculator →

Portfolio growth — AEGFX vs DVY

📍 AEGFX 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 Period	AEGFX	DVY
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, AEGFX + DVY cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

AEGFX pays

DVY pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

AEGFX

Annual income on $10K today (after 15% tax)

$1,236.92/yr

After 10yr DRIP, annual income (after tax)

$3,042.86/yr

DVY

Annual income on $10K today (after 15% tax)

$297.17/yr

After 10yr DRIP, annual income (after tax)

$372.11/yr

At 15% tax rate, AEGFX beats the other by $2,670.74/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AEGFX + DVY for your $10,000?

AEGFX: 50%DVY: 50%

100% DVY50/50100% AEGFX

Portfolio after 10yr

$38.5K

Annual income

$2,008.81/yr

Blended yield

5.21%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AEGFX buys

DVY buys

No recent congressional trades found for AEGFX or DVY in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricAEGFXDVY

Forward yield	14.55% ✓	3.50%
Annual dividend / share	$8.27 ✓	$5.25
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$52.0K ✓	$25.1K
Annual income after 10y	$3,579.83 ✓	$437.78
Total dividends collected	$24.7K ✓	$4.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

Year-by-year: AEGFX vs DVY ($10,000, DRIP)

Year	AEGFX Portfolio	AEGFX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$12,155	$1,455.20	$11,050	$349.62	+$1.1K → AEGFX
2	$14,659	$1,653.11	$12,184	$361.04	+$2.5K → AEGFX
3	$17,549	$1,863.22	$13,409	$372.07	+$4.1K → AEGFX
4	$20,861	$2,084.55	$14,730	$382.68	+$6.1K → AEGFX
5	$24,638	$2,315.97	$16,154	$392.89	+$8.5K → AEGFX
6	$28,919	$2,556.26	$17,688	$402.69	+$11.2K → AEGFX
7	$33,747	$2,804.13	$19,338	$412.07	+$14.4K → AEGFX
8	$39,168	$3,058.25	$21,113	$421.04	+$18.1K → AEGFX
9	$45,227	$3,317.26	$23,020	$429.61	+$22.2K → AEGFX
10	$51,972	$3,579.83	$25,070	$437.78	+$26.9K → AEGFX

AEGFX vs DVY: Complete Analysis 2026

AEGFX — Stock

The investment seeks long-term growth of capital. The fund invests primarily in common stocks of issuers in Europe and the Pacific Basin that the investment adviser believes have the potential for growth. Growth stocks are stocks that the investment adviser believes have the potential for above-average capital appreciation. It normally will invest at least 80% of its net assets in securities of issuers in Europe and the Pacific Basin. The fund may invest a portion of its assets in common stocks and other securities of companies in emerging markets.

Full AEGFX Calculator →

DVY — ETF

The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full DVY Calculator →

📬

Get this AEGFX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

AEGFX vs SCHD AEGFX vs JEPI AEGFX vs O AEGFX vs KO AEGFX 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.