Is BMGAX or DVY a better dividend investment in 2026?

BMGAX currently yields 27.16% with a 5% 5-year dividend growth rate. DVY yields 4.00% with 5% growth. The better choice depends on your goal: BMGAX offers higher current income.

What is the dividend yield difference between BMGAX and DVY?

BMGAX has a forward dividend yield of 27.16% ($7.60/share annually). DVY yields 4.00% ($2.00/share annually). The yield gap is 23.16 percentage points.

Home › Compare › BMGAX vs DVY

BMGAX vs DVY: Dividend Comparison 2026

BMGAX yields 27.16% · DVY yields 4.00%● Live data

vsPost on X →

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

🏆 BMGAX wins by $84.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

BMGAX

● Live price

27.16%

Share price

$27.97

Annual div

$7.60

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$112.2K

Annual income

$13,608.26

Full BMGAX calculator →

DVY

● 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 DVY calculator →

Portfolio growth — BMGAX vs DVY

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

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

BMGAX 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.

BMGAX

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

$2,308.34/yr

After 10yr DRIP, annual income (after tax)

$11,567.02/yr

DVY

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, BMGAX beats the other by $10,802.71/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 BMGAX + DVY for your $10,000?

BMGAX: 50%DVY: 50%

100% DVY50/50100% BMGAX

Portfolio after 10yr

$70.1K

Annual income

$7,253.73/yr

Blended yield

10.35%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BMGAX buys

DVY buys

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

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

MetricBMGAXDVY

Forward yield	27.16% ✓	4.00%
Annual dividend / share	$7.60 ✓	$2.00
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$112.2K ✓	$28.0K
Annual income after 10y	$13,608.26 ✓	$899.19
Total dividends collected	$73.6K ✓	$6.4K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	BMGAX Portfolio	BMGAX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$13,416	$2,715.69	$11,120	$420.00	+$2.3K → BMGAX
2	$17,760	$3,404.94	$12,357	$458.31	+$5.4K → BMGAX
3	$23,215	$4,212.58	$13,721	$499.76	+$9.5K → BMGAX
4	$29,987	$5,146.43	$15,227	$544.58	+$14.8K → BMGAX
5	$38,299	$6,212.66	$16,885	$593.02	+$21.4K → BMGAX
6	$48,395	$7,415.59	$18,713	$645.34	+$29.7K → BMGAX
7	$60,540	$8,757.50	$20,724	$701.81	+$39.8K → BMGAX
8	$75,017	$10,238.56	$22,938	$762.73	+$52.1K → BMGAX
9	$92,125	$11,856.82	$25,372	$828.41	+$66.8K → BMGAX
10	$112,182	$13,608.26	$28,047	$899.19	+$84.1K → BMGAX

BMGAX vs DVY: Complete Analysis 2026

BMGAX — Stock

The fund normally invests at least 80% of its net assets in equity securities issued by U.S. mid-capitalization companies which the fund management believes have above-average earnings growth potential. The fund adviser generally defines these companies, at the time of the fund's investment, as those with market capitalizations comparable in size to the companies in the Russell Midcap® Growth Index. It primarily invests in common stock but also can invest in preferred stock, convertible securities and other equity securities.

Full BMGAX Calculator →

DVY — ETF

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

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.