Is BAEIX or DIVO a better dividend investment in 2026?

BAEIX currently yields 27.72% with a 5% 5-year dividend growth rate. DIVO yields 4.00% with 5% growth. The better choice depends on your goal: BAEIX offers higher current income.

What is the dividend yield difference between BAEIX and DIVO?

BAEIX has a forward dividend yield of 27.72% ($4.67/share annually). DIVO yields 4.00% ($2.00/share annually). The yield gap is 23.72 percentage points.

Home › Compare › BAEIX vs DIVO

BAEIX vs DIVO: Dividend Comparison 2026

BAEIX yields 27.72% · DIVO yields 4.00%● Live data

vsPost on X →

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

🏆 BAEIX wins by $87.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

BAEIX

● Live price

27.72%

Share price

$16.85

Annual div

$4.67

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$115.9K

Annual income

$14,318.66

Full BAEIX calculator →

DIVO

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full DIVO calculator →

Portfolio growth — BAEIX vs DIVO

📍 BAEIX 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	BAEIX	DIVO
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, BAEIX + DIVO cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

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Oct

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Nov

—

Dec

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BAEIX pays

DIVO pays

Both pay

Neither

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Tax Bracket Optimizer

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

BAEIX

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

$2,356.09/yr

After 10yr DRIP, annual income (after tax)

$12,170.86/yr

DIVO

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

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

At 15% tax rate, BAEIX beats the other by $11,406.55/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 BAEIX + DIVO for your $10,000?

BAEIX: 50%DIVO: 50%

100% DIVO50/50100% BAEIX

Portfolio after 10yr

$72.0K

Annual income

$7,608.93/yr

Blended yield

10.57%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BAEIX buys

DIVO buys

No recent congressional trades found for BAEIX or DIVO in the last 90 days.

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

MetricBAEIXDIVO

Forward yield	27.72% ✓	4.00%
Annual dividend / share	$4.67 ✓	$2.00
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$115.9K ✓	$28.0K
Annual income after 10y	$14,318.66 ✓	$899.19
Total dividends collected	$76.7K ✓	$6.4K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

Year-by-year: BAEIX vs DIVO ($10,000, DRIP)

Year	BAEIX Portfolio	BAEIX Income/yr	DIVO Portfolio	DIVO Income/yr	Gap
1← crossover	$13,472	$2,771.87	$11,120	$420.00	+$2.4K → BAEIX
2	$17,905	$3,489.93	$12,357	$458.31	+$5.5K → BAEIX
3	$23,493	$4,334.86	$13,721	$499.76	+$9.8K → BAEIX
4	$30,453	$5,315.70	$15,227	$544.58	+$15.2K → BAEIX
5	$39,025	$6,439.78	$16,885	$593.02	+$22.1K → BAEIX
6	$49,469	$7,712.48	$18,713	$645.34	+$30.8K → BAEIX
7	$62,069	$9,136.99	$20,724	$701.81	+$41.3K → BAEIX
8	$77,128	$10,714.20	$22,938	$762.73	+$54.2K → BAEIX
9	$94,969	$12,442.67	$25,372	$828.41	+$69.6K → BAEIX
10	$115,936	$14,318.66	$28,047	$899.19	+$87.9K → BAEIX

BAEIX vs DIVO: Complete Analysis 2026

BAEIX — Stock

The investment seeks capital growth and current income. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It invests, under normal market conditions, primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividend rates. The fund may also invest in U.S. traded common stocks of foreign companies, including American Depositary Receipts.

Full BAEIX Calculator →

DIVO — ETF

DIVO is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in DIVO shares.

Full DIVO 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.