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CSXRX vs DVY: Dividend Comparison 2026

CSXRX yields 5.75% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CSXRX wins by $4.1K in total portfolio value
10 years
CSXRX
CSXRX
● Live price
5.75%
Share price
$53.19
Annual div
$3.06
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.2K
Annual income
$829.32
Full CSXRX 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 — CSXRX vs DVY

📍 CSXRX 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 PeriodCSXRXDVY
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, CSXRX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

CSXRX
Annual income on $10K today (after 15% tax)
$488.54/yr
After 10yr DRIP, annual income (after tax)
$704.92/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, CSXRX beats the other by $332.81/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CSXRX: 50%DVY: 50%
100% DVY50/50100% CSXRX
Portfolio after 10yr
$27.1K
Annual income
$633.55/yr
Blended yield
2.33%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CSXRX buys
0
DVY buys
0
No recent congressional trades found for CSXRX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCSXRXDVY
Forward yield5.75% ✓3.50%
Annual dividend / share$3.06$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.2K ✓$25.1K
Annual income after 10y$829.32 ✓$437.78
Total dividends collected$7.1K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCSXRX PortfolioCSXRX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,275$574.75$11,050$349.62+$225.00 → CSXRX
2$12,670$605.62$12,184$361.04+$486.00 → CSXRX
3$14,193$636.03$13,409$372.07+$784.00 → CSXRX
4$15,852$665.87$14,730$382.68+$1.1K → CSXRX
5$17,657$695.06$16,154$392.89+$1.5K → CSXRX
6$19,616$723.55$17,688$402.69+$1.9K → CSXRX
7$21,740$751.26$19,338$412.07+$2.4K → CSXRX
8$24,040$778.15$21,113$421.04+$2.9K → CSXRX
9$26,527$804.18$23,020$429.61+$3.5K → CSXRX
10$29,214$829.32$25,070$437.78+$4.1K → CSXRX

CSXRX vs DVY: Complete Analysis 2026

CSXRX — Stock

The fund normally invests at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index. The index is composed of the common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

Full CSXRX Calculator →

DVY — ETF

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.