HomeCompareCBLSX vs DVY

CBLSX vs DVY: Dividend Comparison 2026

CBLSX yields 13.44% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CBLSX wins by $23.4K in total portfolio value
10 years
CBLSX
CBLSX
● Live price
13.44%
Share price
$10.13
Annual div
$1.36
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.4K
Annual income
$3,097.10
Full CBLSX calculator →
DVY
DVY
● Live price
3.50%
Share price
$150.03
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$437.78
Full DVY calculator →

Portfolio growth — CBLSX vs DVY

📍 CBLSX 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 PeriodCBLSXDVY
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, CBLSX + DVY cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CBLSX 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.

CBLSX
Annual income on $10K today (after 15% tax)
$1,142.57/yr
After 10yr DRIP, annual income (after tax)
$2,632.54/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, CBLSX beats the other by $2,260.42/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CBLSX: 50%DVY: 50%
100% DVY50/50100% CBLSX
Portfolio after 10yr
$36.7K
Annual income
$1,767.44/yr
Blended yield
4.81%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CBLSX buys
0
DVY buys
0
No recent congressional trades found for CBLSX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCBLSXDVY
Forward yield13.44%3.50%
Annual dividend / share$1.36$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$48.4K$25.1K
Annual income after 10y$3,097.10$437.78
Total dividends collected$21.9K$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCBLSX PortfolioCBLSX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$12,044$1,344.20$11,050$349.62+$994.00CBLSX
2$14,400$1,513.06$12,184$361.04+$2.2KCBLSX
3$17,099$1,690.71$13,409$372.07+$3.7KCBLSX
4$20,172$1,876.22$14,730$382.68+$5.4KCBLSX
5$23,653$2,068.62$16,154$392.89+$7.5KCBLSX
6$27,575$2,266.88$17,688$402.69+$9.9KCBLSX
7$31,976$2,469.92$19,338$412.07+$12.6KCBLSX
8$36,891$2,676.68$21,113$421.04+$15.8KCBLSX
9$42,359$2,886.08$23,020$429.61+$19.3KCBLSX
10$48,421$3,097.10$25,070$437.78+$23.4KCBLSX

CBLSX vs DVY: Complete Analysis 2026

CBLSXStock

The fund invests at least 80% of its net assets in equity securities of large-capitalization companies. It is a feeder fund that invests substantially all of its assets in the C&B Large Cap Value Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. The fund invests principally in equity securities of large-capitalization companies, which is defined as companies with market capitalizations within the range of the Russell 1000® Index at the time of purchase.

Full CBLSX 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.