HomeCompareAMPFX vs DVY

AMPFX vs DVY: Dividend Comparison 2026

AMPFX yields 10.05% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AMPFX wins by $13.8K in total portfolio value
10 years
AMPFX
AMPFX
● Live price
10.05%
Share price
$40.00
Annual div
$4.02
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.9K
Annual income
$1,888.49
Full AMPFX calculator →
DVY
DVY
● Live price
3.50%
Share price
$150.03
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$437.78
Full DVY calculator →

Portfolio growth — AMPFX vs DVY

📍 AMPFX 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 PeriodAMPFXDVY
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, AMPFX + DVY cover 0 of 12 monthsgood coverage

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

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

AMPFX
Annual income on $10K today (after 15% tax)
$853.91/yr
After 10yr DRIP, annual income (after tax)
$1,605.22/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, AMPFX beats the other by $1,233.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AMPFX: 50%DVY: 50%
100% DVY50/50100% AMPFX
Portfolio after 10yr
$32.0K
Annual income
$1,163.14/yr
Blended yield
3.64%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AMPFX buys
0
DVY buys
0
No recent congressional trades found for AMPFX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAMPFXDVY
Forward yield10.05%3.50%
Annual dividend / share$4.02$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.9K$25.1K
Annual income after 10y$1,888.49$437.78
Total dividends collected$14.4K$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearAMPFX PortfolioAMPFX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,705$1,004.60$11,050$349.62+$655.00AMPFX
2$13,623$1,098.92$12,184$361.04+$1.4KAMPFX
3$15,772$1,195.35$13,409$372.07+$2.4KAMPFX
4$18,169$1,293.37$14,730$382.68+$3.4KAMPFX
5$20,834$1,392.49$16,154$392.89+$4.7KAMPFX
6$23,784$1,492.23$17,688$402.69+$6.1KAMPFX
7$27,041$1,592.13$19,338$412.07+$7.7KAMPFX
8$30,626$1,691.73$21,113$421.04+$9.5KAMPFX
9$34,560$1,790.64$23,020$429.61+$11.5KAMPFX
10$38,868$1,888.49$25,070$437.78+$13.8KAMPFX

AMPFX vs DVY: Complete Analysis 2026

AMPFXStock

The fund invests primarily in common stocks of U.S. companies that have solid long-term growth records and the potential for good future growth. The basic investment philosophy of the investment adviser is to seek to invest in attractively valued companies that, in its opinion, represent good, long-term investment opportunities.

Full AMPFX Calculator →

DVYETF

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 →
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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.