HomeCompareCAMSX vs HDV

CAMSX vs HDV: Dividend Comparison 2026

CAMSX yields 10.47% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CAMSX wins by $15.7K in total portfolio value
10 years
CAMSX
CAMSX
● Live price
10.47%
Share price
$16.21
Annual div
$1.70
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.0K
Annual income
$2,019.19
Full CAMSX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — CAMSX vs HDV

📍 CAMSX 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 PeriodCAMSXHDV
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, CAMSX + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CAMSX pays
HDV pays
Both pay
Neither
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Tax Bracket Optimizer

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

CAMSX
Annual income on $10K today (after 15% tax)
$889.90/yr
After 10yr DRIP, annual income (after tax)
$1,716.31/yr
HDV
Annual income on $10K today (after 15% tax)
$247.92/yr
After 10yr DRIP, annual income (after tax)
$298.95/yr
At 15% tax rate, CAMSX beats the other by $1,417.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of CAMSX + HDV for your $10,000?

CAMSX: 50%HDV: 50%
100% HDV50/50100% CAMSX
Portfolio after 10yr
$32.1K
Annual income
$1,185.46/yr
Blended yield
3.69%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CAMSX buys
0
HDV buys
0
No recent congressional trades found for CAMSX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCAMSXHDV
Forward yield10.47%2.92%
Annual dividend / share$1.70$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.0K$24.3K
Annual income after 10y$2,019.19$351.71
Total dividends collected$15.3K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: CAMSX vs HDV ($10,000, DRIP)

YearCAMSX PortfolioCAMSX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,747$1,046.95$11,002$291.67+$745.00CAMSX
2$13,719$1,149.39$12,082$299.61+$1.6KCAMSX
3$15,933$1,254.49$13,247$307.23+$2.7KCAMSX
4$18,410$1,361.70$14,503$314.52+$3.9KCAMSX
5$21,170$1,470.46$15,854$321.50+$5.3KCAMSX
6$24,232$1,580.23$17,308$328.15+$6.9KCAMSX
7$27,618$1,690.47$18,871$334.49+$8.7KCAMSX
8$31,352$1,800.68$20,551$340.53+$10.8KCAMSX
9$35,457$1,910.40$22,357$346.27+$13.1KCAMSX
10$39,959$2,019.19$24,296$351.71+$15.7KCAMSX

CAMSX vs HDV: Complete Analysis 2026

CAMSXStock

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks of small-cap companies. The Adviser constructs the fund's portfolio on a security-by-security basis, with the goal of building a portfolio that strikes a balance between the Adviser's conviction in an investment and portfolio diversification.

Full CAMSX Calculator →

HDVETF

The iShares Core High Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full HDV 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.