HomeCompareCWGFX vs VYM

CWGFX vs VYM: Dividend Comparison 2026

CWGFX yields 10.99% · VYM yields 2.41%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CWGFX wins by $13.5K in total portfolio value
10 years
CWGFX
CWGFX
● Live price
10.99%
Share price
$68.10
Annual div
$7.49
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.3K
Annual income
$2,188.63
Full CWGFX calculator →
VYM
Vanguard High Dividend Yield ETF
● Live price
2.41%
Share price
$145.48
Annual div
$3.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.8K
Annual income
$278.55
Full VYM calculator →

Portfolio growth — CWGFX vs VYM

📍 CWGFX 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 PeriodCWGFXVYM
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, CWGFX + VYM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CWGFX pays
VYM 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)
$934.51/yr
After 10yr DRIP, annual income (after tax)
$1,860.34/yr
VYM
Annual income on $10K today (after 15% tax)
$205.23/yr
After 10yr DRIP, annual income (after tax)
$236.77/yr
At 15% tax rate, CWGFX beats the other by $1,623.57/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CWGFX: 50%VYM: 50%
100% VYM50/50100% CWGFX
Portfolio after 10yr
$34.6K
Annual income
$1,233.58/yr
Blended yield
3.57%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CWGFX buys
0
VYM buys
1
PoliticianChamberTickerTypeAmountDate
Carol Devine Miller🏢 House$VYM▲ Buy$15,001 - $50,0002022-11-02
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCWGFXVYM
Forward yield10.99%2.41%
Annual dividend / share$7.49$3.51
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$41.3K$27.8K
Annual income after 10y$2,188.63$278.55
Total dividends collected$16.4K$2.6K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCWGFX PortfolioCWGFX Income/yrVYM PortfolioVYM Income/yrGap
1← crossover$11,799$1,099.43$11,151$241.44+$648.00CWGFX
2$13,838$1,212.39$12,413$246.79+$1.4KCWGFX
3$16,135$1,328.82$13,794$251.79+$2.3KCWGFX
4$18,713$1,448.07$15,306$256.47+$3.4KCWGFX
5$21,592$1,569.53$16,960$260.84+$4.6KCWGFX
6$24,796$1,692.56$18,768$264.92+$6.0KCWGFX
7$28,349$1,816.56$20,745$268.71+$7.6KCWGFX
8$32,274$1,940.93$22,905$272.24+$9.4KCWGFX
9$36,598$2,065.13$25,265$275.51+$11.3KCWGFX
10$41,349$2,188.63$27,842$278.55+$13.5KCWGFX

CWGFX vs VYM: 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 →

VYMETF

Seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields. Follows a passively managed, full-replication approach.

Full VYM 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.