HomeCompareBGAFX vs DVY

BGAFX vs DVY: Dividend Comparison 2026

BGAFX yields 4.26% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BGAFX wins by $1.4K in total portfolio value
10 years
BGAFX
BGAFX
● Live price
4.26%
Share price
$46.94
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.4K
Annual income
$559.98
Full BGAFX calculator →
DVY
DVY
● Live price
3.46%
Share price
$151.41
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$432.91
Full DVY calculator →

Portfolio growth — BGAFX vs DVY

📍 BGAFX 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 PeriodBGAFXDVY
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, BGAFX + DVY cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BGAFX pays
DVY pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

BGAFX
Annual income on $10K today (after 15% tax)
$362.16/yr
After 10yr DRIP, annual income (after tax)
$475.98/yr
DVY
Annual income on $10K today (after 15% tax)
$294.47/yr
After 10yr DRIP, annual income (after tax)
$367.97/yr
At 15% tax rate, BGAFX beats the other by $108.01/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BGAFX: 50%DVY: 50%
100% DVY50/50100% BGAFX
Portfolio after 10yr
$25.7K
Annual income
$496.44/yr
Blended yield
1.93%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BGAFX buys
0
DVY buys
0
No recent congressional trades found for BGAFX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBGAFXDVY
Forward yield4.26%3.46%
Annual dividend / share$2.00$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.4K$25.0K
Annual income after 10y$559.98$432.91
Total dividends collected$5.0K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBGAFX PortfolioBGAFX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,126$426.08$11,046$346.43+$80.00BGAFX
2$12,348$443.04$12,177$357.65+$171.00BGAFX
3$13,672$459.53$13,398$368.47+$274.00BGAFX
4$15,104$475.51$14,715$378.89+$389.00BGAFX
5$16,653$490.97$16,134$388.90+$519.00BGAFX
6$18,324$505.88$17,662$398.51+$662.00BGAFX
7$20,127$520.25$19,306$407.71+$821.00BGAFX
8$22,070$534.05$21,074$416.50+$996.00BGAFX
9$24,162$547.29$22,974$424.90+$1.2KBGAFX
10$26,414$559.98$25,015$432.91+$1.4KBGAFX

BGAFX vs DVY: Complete Analysis 2026

BGAFXStock

The fund is a diversified fund that, under normal circumstances, invests primarily in equity securities in the form of common stock of established and emerging markets companies located throughout the world, with capitalizations within the range of companies included in the MSCI ACWI Index Net USD. At all times, it will have investments in equity securities of companies in at least three countries outside of the U.S. Under normal conditions, at least 40% of the fund's net assets will be invested in stocks of companies outside the U.S. (at least 30% if foreign market conditions are not favorable).

Full BGAFX 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.