Is AMVRX or EQR a better dividend investment in 2026?

AMVRX currently yields 13.85% with a 5% 5-year dividend growth rate. EQR yields 5.87% with 5% growth. The better choice depends on your goal: AMVRX offers higher current income.

What is the dividend yield difference between AMVRX and EQR?

AMVRX has a forward dividend yield of 13.85% ($2.05/share annually). EQR yields 5.87% ($3.47/share annually). The yield gap is 7.98 percentage points.

Home › Compare › AMVRX vs EQR

AMVRX vs EQR: Dividend Comparison 2026

AMVRX yields 13.85% · EQR yields 5.87%● Live data

vsPost on X →

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

🏆 AMVRX wins by $1.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

AMVRX

● Live price

13.85%

Share price

$14.78

Annual div

$2.05

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$49.7K

Annual income

$3,270.44

Full AMVRX calculator →

EQR

● Live price

5.87%

Share price

$59.15

Annual div

$3.47

5Y div CAGR

15.8%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$47.8K

Annual income

$5,475.61

Full EQR calculator →

Portfolio growth — AMVRX vs EQR

📍 AMVRX 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 Period	AMVRX	EQR
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, AMVRX + EQR cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

AMVRX pays

EQR pays

Both pay

Neither

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Tax Bracket Optimizer

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

AMVRX

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

$1,177.52/yr

After 10yr DRIP, annual income (after tax)

$2,779.87/yr

EQR

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

$499.01/yr

After 10yr DRIP, annual income (after tax)

$4,654.27/yr

At 15% tax rate, EQR beats the other by $1,874.39/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

What's the optimal mix of AMVRX + EQR for your $10,000?

AMVRX: 50%EQR: 50%

100% EQR50/50100% AMVRX

Portfolio after 10yr

$48.8K

Annual income

$4,373.02/yr

Blended yield

8.97%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on EQR right now

AMVRX

No analyst data

EQR

Analyst Ratings

Buy

Hold

Sell

Consensus: Hold

Price Target

$70.35

+18.9% upside vs current

Range: $63.00 — $78.50

Altman Z

1.8

Piotroski

7/9

Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AMVRX buys

EQR buys

No recent congressional trades found for AMVRX or EQR in the last 90 days.

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

MetricAMVRXEQR

Forward yield	13.85% ✓	5.87%
Annual dividend / share	$2.05	$3.47 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	15.8% ✓
Portfolio after 10y	$49.7K ✓	$47.8K
Annual income after 10y	$3,270.44	$5,475.61 ✓
Total dividends collected	$22.9K	$23.0K ✓
Payment frequency	quarterly	quarterly
Sector	Stock	REIT

Year-by-year: AMVRX vs EQR ($10,000, DRIP)

Year	AMVRX Portfolio	AMVRX Income/yr	EQR Portfolio	EQR Income/yr	Gap
1← crossover	$12,085	$1,385.32	$11,380	$679.82	+$705.00 → AMVRX
2	$14,496	$1,564.67	$13,014	$837.25	+$1.5K → AMVRX
3	$17,265	$1,754.00	$14,961	$1,036.20	+$2.3K → AMVRX
4	$20,426	$1,952.35	$17,297	$1,289.22	+$3.1K → AMVRX
5	$24,014	$2,158.68	$20,121	$1,613.15	+$3.9K → AMVRX
6	$28,067	$2,371.90	$23,561	$2,030.84	+$4.5K → AMVRX
7	$32,622	$2,590.84	$27,783	$2,573.54	+$4.8K → AMVRX
8	$37,720	$2,814.36	$33,013	$3,284.39	+$4.7K → AMVRX
9	$43,402	$3,041.27	$39,547	$4,223.51	+$3.9K → AMVRX
10	$49,711	$3,270.44	$47,791	$5,475.61	+$1.9K → AMVRX

AMVRX vs EQR: Complete Analysis 2026

AMVRX — Stock

Under normal market conditions, the portfolio managers will invest at least 80% of the fund's net assets in medium size companies. The portfolio managers consider medium size companies to include those whose market capitalizations at the time of purchase are within the capitalization range of the Russell 3000® Index, excluding the largest 100 such companies.

Full AMVRX Calculator →

EQR — REIT

Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.

Full EQR 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.