CMIDX yields 14.28% · HDV yields 2.92%● Live data
📍 CMIDX pulled ahead of the other in Year 1
Combined, CMIDX + HDV cover 0 of 12 months — good coverage
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What's the optimal mix of CMIDX + HDV for your $10,000?
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of mid-capitalization companies. It invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a mid-size market capitalization. The adviser defines mid-capitalization companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell Midcap Growth® Index.
Full CMIDX Calculator →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 →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.