HomeCompareAMFCX vs HDV

AMFCX vs HDV: Dividend Comparison 2026

AMFCX yields 7.19% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AMFCX wins by $730.8K in total portfolio value
10 years
AMFCX
AMFCX
● Live price
7.19%
Share price
$56.26
Annual div
$4.04
5Y div CAGR
42.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$755.2K
Annual income
$423,810.38
Full AMFCX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.39
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$352.73
Full HDV calculator →

Portfolio growth — AMFCX vs HDV

📍 AMFCX 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 PeriodAMFCXHDV
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%.
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Dividend Calendar Overlap

Combined, AMFCX + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AMFCX pays
HDV pays
Both pay
Neither
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Tax Bracket Optimizer

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

AMFCX
Annual income on $10K today (after 15% tax)
$610.82/yr
After 10yr DRIP, annual income (after tax)
$360,238.82/yr
HDV
Annual income on $10K today (after 15% tax)
$248.52/yr
After 10yr DRIP, annual income (after tax)
$299.82/yr
At 15% tax rate, AMFCX beats the other by $359,939.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AMFCX + HDV for your $10,000?

AMFCX: 50%HDV: 50%
100% HDV50/50100% AMFCX
Portfolio after 10yr
$389.7K
Annual income
$212,081.55/yr
Blended yield
54.42%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AMFCX buys
0
HDV buys
0
No recent congressional trades found for AMFCX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAMFCXHDV
Forward yield7.19%2.92%
Annual dividend / share$4.04$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR42.7%0%
Portfolio after 10y$755.2K$24.3K
Annual income after 10y$423,810.38$352.73
Total dividends collected$696.4K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: AMFCX vs HDV ($10,000, DRIP)

YearAMFCX PortfolioAMFCX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,725$1,025.46$11,002$292.38+$723.00AMFCX
2$14,150$1,603.57$12,084$300.36+$2.1KAMFCX
3$17,721$2,580.76$13,250$308.02+$4.5KAMFCX
4$23,272$4,310.50$14,506$315.35+$8.8KAMFCX
5$32,450$7,549.40$15,858$322.35+$16.6KAMFCX
6$48,761$14,039.10$17,313$329.04+$31.4KAMFCX
7$80,308$28,134.02$18,878$335.42+$61.4KAMFCX
8$147,726$61,795.88$20,560$341.49+$127.2KAMFCX
9$309,665$151,598.66$22,367$347.25+$287.3KAMFCX
10$755,152$423,810.38$24,307$352.73+$730.8KAMFCX

AMFCX vs HDV: Complete Analysis 2026

AMFCXStock

The fund invests primarily in common stocks of companies that are likely to participate in the growth of the American economy and whose dividends appear to be sustainable. It invests primarily in securities of issuers domiciled in the United States and Canada. The fund may also invest in bonds and other debt securities, including those issued by the U.S. government and by federal agencies and instrumentalities.

Full AMFCX Calculator →

HDVETF

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

Full HDV 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.