Is BAEIX or DVY a better dividend investment in 2026?

BAEIX currently yields 27.72% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: BAEIX offers higher current income.

What is the dividend yield difference between BAEIX and DVY?

BAEIX has a forward dividend yield of 27.72% ($4.67/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 24.22 percentage points.

Home › Compare › BAEIX vs DVY

BAEIX vs DVY: Dividend Comparison 2026

BAEIX yields 27.72% · DVY yields 3.50%● Live data

vsPost on X →

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

🏆 BAEIX wins by $90.9K 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 →

DVY

● Live price

3.50%

Share price

$150.03

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.1K

Annual income

$437.78

Full DVY calculator →

Portfolio growth — BAEIX vs DVY

📍 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	DVY
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 + DVY cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Oct

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Nov

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Dec

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BAEIX 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.

BAEIX

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

$2,356.09/yr

After 10yr DRIP, annual income (after tax)

$12,170.86/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, BAEIX beats the other by $11,798.75/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 + DVY for your $10,000?

BAEIX: 50%DVY: 50%

100% DVY50/50100% BAEIX

Portfolio after 10yr

$70.5K

Annual income

$7,378.22/yr

Blended yield

10.47%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BAEIX buys

DVY buys

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

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

MetricBAEIXDVY

Forward yield	27.72% ✓	3.50%
Annual dividend / share	$4.67	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$115.9K ✓	$25.1K
Annual income after 10y	$14,318.66 ✓	$437.78
Total dividends collected	$76.7K ✓	$4.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	BAEIX Portfolio	BAEIX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$13,472	$2,771.87	$11,050	$349.62	+$2.4K → BAEIX
2	$17,905	$3,489.93	$12,184	$361.04	+$5.7K → BAEIX
3	$23,493	$4,334.86	$13,409	$372.07	+$10.1K → BAEIX
4	$30,453	$5,315.70	$14,730	$382.68	+$15.7K → BAEIX
5	$39,025	$6,439.78	$16,154	$392.89	+$22.9K → BAEIX
6	$49,469	$7,712.48	$17,688	$402.69	+$31.8K → BAEIX
7	$62,069	$9,136.99	$19,338	$412.07	+$42.7K → BAEIX
8	$77,128	$10,714.20	$21,113	$421.04	+$56.0K → BAEIX
9	$94,969	$12,442.67	$23,020	$429.61	+$71.9K → BAEIX
10	$115,936	$14,318.66	$25,070	$437.78	+$90.9K → BAEIX

BAEIX vs DVY: 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 →

DVY — ETF

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.