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EPGFX vs DIVO: Dividend Comparison 2026

EPGFX yields 6.49% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DIVO wins by $7.00 in total portfolio value· pulled ahead in Year 2
10 years
EPGFX
EPGFX
● Live price
6.49%
Share price
$20.87
Annual div
$1.35
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$980.97
Full EPGFX 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 — EPGFX vs DIVO

📍 DIVO pulled ahead of the other in Year 2

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 PeriodEPGFXDIVO
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, EPGFX + DIVO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

EPGFX
Annual income on $10K today (after 15% tax)
$551.72/yr
After 10yr DRIP, annual income (after tax)
$833.82/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 $0.60/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EPGFX: 50%DIVO: 50%
100% DIVO50/50100% EPGFX
Portfolio after 10yr
$30.7K
Annual income
$981.32/yr
Blended yield
3.20%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EPGFX buys
0
DIVO buys
0
No recent congressional trades found for EPGFX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEPGFXDIVO
Forward yield6.49%6.49%
Annual dividend / share$1.35$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.7K$30.7K
Annual income after 10y$980.97$981.68
Total dividends collected$8.2K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearEPGFX PortfolioEPGFX Income/yrDIVO PortfolioDIVO Income/yrGap
1$11,349$649.08$11,349$649.42$0.00DIVO
2← crossover$12,832$688.45$12,833$688.83$1.00DIVO
3$14,458$727.48$14,459$727.90$1.00DIVO
4$16,236$766.03$16,238$766.49$2.00DIVO
5$18,176$803.96$18,179$804.47$3.00DIVO
6$20,290$841.17$20,293$841.71$3.00DIVO
7$22,588$877.55$22,591$878.14$3.00DIVO
8$25,082$913.02$25,087$913.65$5.00DIVO
9$27,785$947.51$27,791$948.18$6.00DIVO
10$30,711$980.97$30,718$981.68$7.00DIVO

EPGFX vs DIVO: Complete Analysis 2026

EPGFXStock

Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in the securities of gold companies located in Europe and the Pacific Rim. The fund's advisor defines securities of gold companies as equity securities of companies that derive at least 50% of gross revenue or profit from mining, processing, or dealing and investing in gold, as well as companies whose primary business is exploring for gold or that provide services to the gold industry. It may invest up to 15% of its net assets in private placements and other restricted securities.

Full EPGFX 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 →
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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.