HomeCompareCWCFX vs DIVO

CWCFX vs DIVO: Dividend Comparison 2026

CWCFX yields 0.43% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DIVO wins by $10.4K in total portfolio value
10 years
CWCFX
CWCFX
● Live price
0.43%
Share price
$11.80
Annual div
$0.05
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.3K
Annual income
$44.45
Full CWCFX calculator →
DIVO
DIVO
● Live price
6.49%
Share price
$44.85
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$981.68
Full DIVO calculator →

Portfolio growth — CWCFX vs DIVO

📍 DIVO 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 PeriodCWCFXDIVO
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, CWCFX + DIVO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CWCFX
Annual income on $10K today (after 15% tax)
$36.74/yr
After 10yr DRIP, annual income (after tax)
$37.78/yr
DIVO
Annual income on $10K today (after 15% tax)
$552.00/yr
After 10yr DRIP, annual income (after tax)
$834.43/yr
At 15% tax rate, DIVO beats the other by $796.65/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of CWCFX + DIVO for your $10,000?

CWCFX: 50%DIVO: 50%
100% DIVO50/50100% CWCFX
Portfolio after 10yr
$25.5K
Annual income
$513.07/yr
Blended yield
2.01%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CWCFX buys
0
DIVO buys
0
No recent congressional trades found for CWCFX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCWCFXDIVO
Forward yield0.43%6.49%
Annual dividend / share$0.05$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.3K$30.7K
Annual income after 10y$44.45$981.68
Total dividends collected$439.00$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: CWCFX vs DIVO ($10,000, DRIP)

YearCWCFX PortfolioCWCFX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$10,743$43.22$11,349$649.42$606.00DIVO
2$11,539$43.39$12,833$688.83$1.3KDIVO
3$12,390$43.56$14,459$727.90$2.1KDIVO
4$13,301$43.71$16,238$766.49$2.9KDIVO
5$14,276$43.86$18,179$804.47$3.9KDIVO
6$15,319$43.99$20,293$841.71$5.0KDIVO
7$16,436$44.12$22,591$878.14$6.2KDIVO
8$17,630$44.24$25,087$913.65$7.5KDIVO
9$18,909$44.35$27,791$948.18$8.9KDIVO
10$20,277$44.45$30,718$981.68$10.4KDIVO

CWCFX vs DIVO: Complete Analysis 2026

CWCFXStock

The fund seeks to achieve long-term capital appreciation by investing in undervalued equity securities. It invests primarily in common stocks of companies with market capitalizations of $1 billion or more. The fund may invest more than 20% of its assets in a particular sector. It is non-diversified.

Full CWCFX Calculator →

DIVOETF

DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.

Full DIVO Calculator →
📬

Get this CWCFX vs DIVO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

CWCFX vs SCHDCWCFX vs JEPICWCFX vs OCWCFX vs KOCWCFX vs MAIN

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