HomeCompareCRMSX vs DVY

CRMSX vs DVY: Dividend Comparison 2026

CRMSX yields 10.92% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CRMSX wins by $16.1K in total portfolio value
10 years
CRMSX
CRMSX
● Live price
10.92%
Share price
$12.53
Annual div
$1.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.1K
Annual income
$2,164.20
Full CRMSX calculator →
DVY
DVY
● Live price
3.46%
Share price
$151.41
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$432.91
Full DVY calculator →

Portfolio growth — CRMSX vs DVY

📍 CRMSX 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 PeriodCRMSXDVY
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, CRMSX + DVY cover 0 of 12 monthsgood coverage

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

CRMSX
Annual income on $10K today (after 15% tax)
$928.22/yr
After 10yr DRIP, annual income (after tax)
$1,839.57/yr
DVY
Annual income on $10K today (after 15% tax)
$294.47/yr
After 10yr DRIP, annual income (after tax)
$367.97/yr
At 15% tax rate, CRMSX beats the other by $1,471.60/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CRMSX: 50%DVY: 50%
100% DVY50/50100% CRMSX
Portfolio after 10yr
$33.1K
Annual income
$1,298.55/yr
Blended yield
3.93%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CRMSX buys
0
DVY buys
0
No recent congressional trades found for CRMSX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCRMSXDVY
Forward yield10.92%3.46%
Annual dividend / share$1.37$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$41.1K$25.0K
Annual income after 10y$2,164.20$432.91
Total dividends collected$16.2K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCRMSX PortfolioCRMSX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,792$1,092.02$11,046$346.43+$746.00CRMSX
2$13,821$1,203.47$12,177$357.65+$1.6KCRMSX
3$16,107$1,318.26$13,398$368.47+$2.7KCRMSX
4$18,670$1,435.77$14,715$378.89+$4.0KCRMSX
5$21,532$1,555.38$16,134$388.90+$5.4KCRMSX
6$24,716$1,676.48$17,662$398.51+$7.1KCRMSX
7$28,244$1,798.47$19,306$407.71+$8.9KCRMSX
8$32,142$1,920.78$21,074$416.50+$11.1KCRMSX
9$36,435$2,042.86$22,974$424.90+$13.5KCRMSX
10$41,150$2,164.20$25,015$432.91+$16.1KCRMSX

CRMSX vs DVY: Complete Analysis 2026

CRMSXStock

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 2000 Value Index ("small cap companies") that are publicly traded on a U.S. securities market.

Full CRMSX 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.