HomeCompareAFMBX vs DGRO

AFMBX vs DGRO: Dividend Comparison 2026

AFMBX yields 8.86% · DGRO yields 2.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGRO wins by $10.1K in total portfolio value
10 years
AFMBX
AFMBX
● Live price
8.86%
Share price
$36.29
Annual div
$3.21
5Y div CAGR
-47.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$1.59
Full AFMBX calculator →
DGRO
iShares Core Dividend Growth ETF
● Live price
2.10%
Share price
$70.18
Annual div
$1.47
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.6K
Annual income
$235.38
Full DGRO calculator →

Portfolio growth — AFMBX vs DGRO

📍 DGRO pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

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

Crisis PeriodAFMBXDGRO
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, AFMBX + DGRO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AFMBX pays
DGRO pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

AFMBX
Annual income on $10K today (after 15% tax)
$752.84/yr
After 10yr DRIP, annual income (after tax)
$1.35/yr
DGRO
Annual income on $10K today (after 15% tax)
$178.14/yr
After 10yr DRIP, annual income (after tax)
$200.07/yr
At 15% tax rate, DGRO beats the other by $198.72/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AFMBX + DGRO for your $10,000?

AFMBX: 50%DGRO: 50%
100% DGRO50/50100% AFMBX
Portfolio after 10yr
$26.5K
Annual income
$118.49/yr
Blended yield
0.45%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AFMBX buys
0
DGRO buys
0
No recent congressional trades found for AFMBX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAFMBXDGRO
Forward yield8.86%2.10%
Annual dividend / share$3.21$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-47.3%0%
Portfolio after 10y$21.4K$31.6K
Annual income after 10y$1.59$235.38
Total dividends collected$1.0K$2.2K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: AFMBX vs DGRO ($10,000, DRIP)

YearAFMBX PortfolioAFMBX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,167$466.76$11,290$209.57$123.00DGRO
2$12,205$256.71$12,722$213.54$517.00DGRO
3$13,198$138.20$14,314$217.18$1.1KDGRO
4$14,195$73.60$16,080$220.53$1.9KDGRO
5$15,228$38.99$18,040$223.59$2.8KDGRO
6$16,314$20.60$20,215$226.40$3.9KDGRO
7$17,467$10.87$22,627$228.96$5.2KDGRO
8$18,696$5.73$25,302$231.31$6.6KDGRO
9$20,007$3.02$28,268$233.44$8.3KDGRO
10$21,409$1.59$31,557$235.38$10.1KDGRO

AFMBX vs DGRO: Complete Analysis 2026

AFMBXStock

The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. It also invests in securities issued and guaranteed by the U.S. government and by federal agencies and instrumentalities. In addition, the fund may invest a portion of its assets in common stocks, most of which have a history of paying dividends, bonds and other securities of issuers domiciled outside the United States.

Full AFMBX Calculator →

DGROETF

The iShares Core Dividend Growth ETF seeks to track the investment results of an index composed of U.S. equities with a history of consistently growing dividends.

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