Is CARMX or DVY a better dividend investment in 2026?

CARMX currently yields 25.28% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: CARMX offers higher current income.

What is the dividend yield difference between CARMX and DVY?

CARMX has a forward dividend yield of 25.28% ($2.00/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 21.78 percentage points.

Home › Compare › CARMX vs DVY

CARMX vs DVY: Dividend Comparison 2026

CARMX yields 25.28% · DVY yields 3.50%● Live data

vsPost on X →

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

🏆 CARMX wins by $75.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

CARMX

● Live price

25.28%

Share price

$7.91

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$100.4K

Annual income

$11,440.03

Full CARMX 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 — CARMX vs DVY

📍 CARMX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	CARMX	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%.

📅

Dividend Calendar Overlap

Combined, CARMX + DVY cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

CARMX pays

DVY pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

CARMX

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

$2,149.18/yr

After 10yr DRIP, annual income (after tax)

$9,724.03/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, CARMX beats the other by $9,351.91/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

CARMX: 50%DVY: 50%

100% DVY50/50100% CARMX

Portfolio after 10yr

$62.8K

Annual income

$5,938.90/yr

Blended yield

9.46%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CARMX buys

DVY buys

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

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

MetricCARMXDVY

Forward yield	25.28% ✓	3.50%
Annual dividend / share	$2.00	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$100.4K ✓	$25.1K
Annual income after 10y	$11,440.03 ✓	$437.78
Total dividends collected	$63.9K ✓	$4.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	CARMX Portfolio	CARMX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$13,228	$2,528.45	$11,050	$349.62	+$2.2K → CARMX
2	$17,280	$3,125.92	$12,184	$361.04	+$5.1K → CARMX
3	$22,306	$3,816.27	$13,409	$372.07	+$8.9K → CARMX
4	$28,472	$4,603.93	$14,730	$382.68	+$13.7K → CARMX
5	$35,957	$5,492.00	$16,154	$392.89	+$19.8K → CARMX
6	$44,956	$6,482.07	$17,688	$402.69	+$27.3K → CARMX
7	$55,677	$7,574.17	$19,338	$412.07	+$36.3K → CARMX
8	$68,341	$8,766.80	$21,113	$421.04	+$47.2K → CARMX
9	$83,182	$10,056.90	$23,020	$429.61	+$60.2K → CARMX
10	$100,444	$11,440.03	$25,070	$437.78	+$75.4K → CARMX

CARMX vs DVY: Complete Analysis 2026

CARMX — Stock

The investment seeks capital appreciation and current income. Under normal circumstances, the fund will gain exposure to equity securities, rate assets, spread assets and inflation-hedging assets by investing in affiliated and unaffiliated funds. Under normal circumstances, the Investment Manager expects that approximately 80% of each fund's net assets will be invested in Columbia Solutions Aggressive Portfolio and Columbia Solutions Conservative Portfolio, two mutual funds managed by the Investment Manager through which the advisor expects to gain the desired amount of leverage regarding each of the asset categories.

Full CARMX 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 →

📬

Get this CARMX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

CARMX vs SCHD CARMX vs JEPI CARMX vs O CARMX vs KO CARMX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.