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CRMAX vs DVY: Dividend Comparison 2026

CRMAX yields 5.40% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CRMAX wins by $3.5K in total portfolio value
10 years
CRMAX
CRMAX
● Live price
5.40%
Share price
$10.35
Annual div
$0.56
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.5K
Annual income
$762.97
Full CRMAX 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 — CRMAX vs DVY

📍 CRMAX 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 PeriodCRMAXDVY
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, CRMAX + DVY cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CRMAX pays
DVY pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

CRMAX
Annual income on $10K today (after 15% tax)
$459.25/yr
After 10yr DRIP, annual income (after tax)
$648.52/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, CRMAX beats the other by $276.41/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CRMAX: 50%DVY: 50%
100% DVY50/50100% CRMAX
Portfolio after 10yr
$26.8K
Annual income
$600.37/yr
Blended yield
2.24%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CRMAX buys
0
DVY buys
0
No recent congressional trades found for CRMAX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCRMAXDVY
Forward yield5.40%3.50%
Annual dividend / share$0.56$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.5K$25.1K
Annual income after 10y$762.97$437.78
Total dividends collected$6.6K$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCRMAX PortfolioCRMAX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,240$540.29$11,050$349.62+$190.00CRMAX
2$12,595$567.57$12,184$361.04+$411.00CRMAX
3$14,071$594.36$13,409$372.07+$662.00CRMAX
4$15,676$620.57$14,730$382.68+$946.00CRMAX
5$17,420$646.15$16,154$392.89+$1.3KCRMAX
6$19,310$671.04$17,688$402.69+$1.6KCRMAX
7$21,357$695.20$19,338$412.07+$2.0KCRMAX
8$23,571$718.59$21,113$421.04+$2.5KCRMAX
9$25,962$741.18$23,020$429.61+$2.9KCRMAX
10$28,542$762.97$25,070$437.78+$3.5KCRMAX

CRMAX vs DVY: Complete Analysis 2026

CRMAXStock

The fund, under normal circumstances, invests at least 80% of its assets in equity and equity related securities of U.S. and non-U.S. companies with market capitalizations at the time of initial purchase within the range of those in the Russell 2500 Value Index or in the S&P Mid Cap 400 Value Index (together, "small/mid cap companies") that are publicly traded on a U.S. securities market.

Full CRMAX 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.