HomeCompareCWGFX vs DVY

CWGFX vs DVY: Dividend Comparison 2026

CWGFX yields 10.67% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CWGFX wins by $15.5K in total portfolio value
10 years
CWGFX
CWGFX
● Live price
10.67%
Share price
$70.15
Annual div
$7.49
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.5K
Annual income
$2,083.91
Full CWGFX 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 — CWGFX vs DVY

📍 CWGFX 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 PeriodCWGFXDVY
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, CWGFX + DVY cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CWGFX
Annual income on $10K today (after 15% tax)
$907.20/yr
After 10yr DRIP, annual income (after tax)
$1,771.32/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, CWGFX beats the other by $1,403.35/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CWGFX: 50%DVY: 50%
100% DVY50/50100% CWGFX
Portfolio after 10yr
$32.8K
Annual income
$1,258.40/yr
Blended yield
3.84%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CWGFX buys
0
DVY buys
0
No recent congressional trades found for CWGFX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCWGFXDVY
Forward yield10.67%3.46%
Annual dividend / share$7.49$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.5K$25.0K
Annual income after 10y$2,083.91$432.91
Total dividends collected$15.7K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCWGFX PortfolioCWGFX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,767$1,067.30$11,046$346.43+$721.00CWGFX
2$13,765$1,173.76$12,177$357.65+$1.6KCWGFX
3$16,011$1,283.18$13,398$368.47+$2.6KCWGFX
4$18,527$1,394.97$14,715$378.89+$3.8KCWGFX
5$21,333$1,508.56$16,134$388.90+$5.2KCWGFX
6$24,449$1,623.35$17,662$398.51+$6.8KCWGFX
7$27,900$1,738.81$19,306$407.71+$8.6KCWGFX
8$31,707$1,854.38$21,074$416.50+$10.6KCWGFX
9$35,896$1,969.57$22,974$424.90+$12.9KCWGFX
10$40,493$2,083.91$25,015$432.91+$15.5KCWGFX

CWGFX vs DVY: Complete Analysis 2026

CWGFXStock

The fund invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. It invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. Under normal market circumstances the fund will invest a significant portion of its assets in securities of issuers domiciled in a number of countries outside the United States, and such investments may include securities domiciled in developing countries.

Full CWGFX 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 →
📬

Get this CWGFX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

CWGFX vs SCHDCWGFX vs JEPICWGFX vs OCWGFX vs KOCWGFX 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.