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CRMMX vs HDV: Dividend Comparison 2026

CRMMX yields 6.18% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CRMMX wins by $5.8K in total portfolio value
10 years
CRMMX
CRMMX
● Live price
6.18%
Share price
$21.95
Annual div
$1.36
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.1K
Annual income
$916.19
Full CRMMX 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 — CRMMX vs HDV

📍 CRMMX 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 PeriodCRMMXHDV
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, CRMMX + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CRMMX
Annual income on $10K today (after 15% tax)
$525.33/yr
After 10yr DRIP, annual income (after tax)
$778.76/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, CRMMX beats the other by $479.81/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CRMMX: 50%HDV: 50%
100% HDV50/50100% CRMMX
Portfolio after 10yr
$27.2K
Annual income
$633.96/yr
Blended yield
2.33%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CRMMX buys
0
HDV buys
0
No recent congressional trades found for CRMMX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCRMMXHDV
Forward yield6.18%2.92%
Annual dividend / share$1.36$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.1K$24.3K
Annual income after 10y$916.19$351.71
Total dividends collected$7.7K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCRMMX PortfolioCRMMX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,318$618.04$11,002$291.67+$316.00CRMMX
2$12,764$653.74$12,082$299.61+$682.00CRMMX
3$14,347$689.03$13,247$307.23+$1.1KCRMMX
4$16,075$723.79$14,503$314.52+$1.6KCRMMX
5$17,958$757.92$15,854$321.50+$2.1KCRMMX
6$20,006$791.32$17,308$328.15+$2.7KCRMMX
7$22,230$823.91$18,871$334.49+$3.4KCRMMX
8$24,642$855.62$20,551$340.53+$4.1KCRMMX
9$27,254$886.39$22,357$346.27+$4.9KCRMMX
10$30,077$916.19$24,296$351.71+$5.8KCRMMX

CRMMX vs HDV: Complete Analysis 2026

CRMMXStock

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 Midcap Value Index ("mid cap companies") that are publicly traded on a U.S. securities market.

Full CRMMX 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.