DHMIX yields 6.41% · HDV yields 2.92%● Live data
📍 DHMIX pulled ahead of the other in Year 1
Combined, DHMIX + HDV cover 0 of 12 months — good coverage
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What's the optimal mix of DHMIX + HDV for your $10,000?
The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of its net assets in U.S. equity securities with small and medium market capitalizations that the Adviser believes are undervalued. Small and mid cap companies are defined as companies with market capitalizations at the time of purchase between $500 million and $10 billion or in the range of those market capitalizations of companies included in the Russell 2500 Index at the time of purchase. The Adviser focuses on estimating a company's value independent of its current stock price.
Full DHMIX Calculator →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 →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.