Is CRMSX or HDV a better dividend investment in 2026?

CRMSX currently yields 10.92% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: CRMSX offers higher current income.

What is the dividend yield difference between CRMSX and HDV?

CRMSX has a forward dividend yield of 10.92% ($1.37/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 8.00 percentage points.

Home › Compare › CRMSX vs HDV

CRMSX vs HDV: Dividend Comparison 2026

CRMSX yields 10.92% · HDV yields 2.92%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 CRMSX wins by $16.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

CRMSX

● Live price

10.92%

Share price

$12.53

Annual div

$1.37

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$41.1K

Annual income

$2,164.20

Full CRMSX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.72

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$351.71

Full HDV calculator →

Portfolio growth — CRMSX vs HDV

📍 CRMSX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	CRMSX	HDV
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%.

📅

Dividend Calendar Overlap

Combined, CRMSX + HDV cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

CRMSX pays

HDV pays

Both pay

Neither

💰

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

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, CRMSX beats the other by $1,540.62/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

CRMSX: 50%HDV: 50%

100% HDV50/50100% CRMSX

Portfolio after 10yr

$32.7K

Annual income

$1,257.96/yr

Blended yield

3.84%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CRMSX buys

HDV buys

No recent congressional trades found for CRMSX or HDV in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricCRMSXHDV

Forward yield	10.92% ✓	2.92%
Annual dividend / share	$1.37	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$41.1K ✓	$24.3K
Annual income after 10y	$2,164.20 ✓	$351.71
Total dividends collected	$16.2K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	CRMSX Portfolio	CRMSX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,792	$1,092.02	$11,002	$291.67	+$790.00 → CRMSX
2	$13,821	$1,203.47	$12,082	$299.61	+$1.7K → CRMSX
3	$16,107	$1,318.26	$13,247	$307.23	+$2.9K → CRMSX
4	$18,670	$1,435.77	$14,503	$314.52	+$4.2K → CRMSX
5	$21,532	$1,555.38	$15,854	$321.50	+$5.7K → CRMSX
6	$24,716	$1,676.48	$17,308	$328.15	+$7.4K → CRMSX
7	$28,244	$1,798.47	$18,871	$334.49	+$9.4K → CRMSX
8	$32,142	$1,920.78	$20,551	$340.53	+$11.6K → CRMSX
9	$36,435	$2,042.86	$22,357	$346.27	+$14.1K → CRMSX
10	$41,150	$2,164.20	$24,296	$351.71	+$16.9K → CRMSX

CRMSX vs HDV: Complete Analysis 2026

CRMSX — Stock

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 →

HDV — ETF

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 →

📬

Get this CRMSX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

CRMSX vs SCHD CRMSX vs JEPI CRMSX vs O CRMSX vs KO CRMSX vs MAIN CRMSX vs VYM CRMSX vs DVY CRMSX vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.