Is EPGFX or DVY a better dividend investment in 2026?

EPGFX currently yields 6.49% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: EPGFX offers higher current income.

What is the dividend yield difference between EPGFX and DVY?

EPGFX has a forward dividend yield of 6.49% ($1.35/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 3.03 percentage points.

Home › Compare › EPGFX vs DVY

EPGFX vs DVY: Dividend Comparison 2026

EPGFX yields 6.49% · DVY yields 3.46%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 EPGFX wins by $5.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

EPGFX

● Live price

6.49%

Share price

$20.87

Annual div

$1.35

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$30.7K

Annual income

$980.97

Full EPGFX calculator →

DVY

● Live price

3.46%

Share price

$151.41

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.0K

Annual income

$432.91

Full DVY calculator →

Portfolio growth — EPGFX vs DVY

📍 EPGFX 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 Period	EPGFX	DVY
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, EPGFX + DVY cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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EPGFX pays

DVY pays

Both pay

Neither

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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

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, EPGFX beats the other by $465.85/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

EPGFX: 50%DVY: 50%

100% DVY50/50100% EPGFX

Portfolio after 10yr

$27.9K

Annual income

$706.93/yr

Blended yield

2.54%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EPGFX buys

DVY buys

No recent congressional trades found for EPGFX or DVY in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricEPGFXDVY

Forward yield	6.49% ✓	3.46%
Annual dividend / share	$1.35	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$30.7K ✓	$25.0K
Annual income after 10y	$980.97 ✓	$432.91
Total dividends collected	$8.2K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	EPGFX Portfolio	EPGFX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,349	$649.08	$11,046	$346.43	+$303.00 → EPGFX
2	$12,832	$688.45	$12,177	$357.65	+$655.00 → EPGFX
3	$14,458	$727.48	$13,398	$368.47	+$1.1K → EPGFX
4	$16,236	$766.03	$14,715	$378.89	+$1.5K → EPGFX
5	$18,176	$803.96	$16,134	$388.90	+$2.0K → EPGFX
6	$20,290	$841.17	$17,662	$398.51	+$2.6K → EPGFX
7	$22,588	$877.55	$19,306	$407.71	+$3.3K → EPGFX
8	$25,082	$913.02	$21,074	$416.50	+$4.0K → EPGFX
9	$27,785	$947.51	$22,974	$424.90	+$4.8K → EPGFX
10	$30,711	$980.97	$25,015	$432.91	+$5.7K → EPGFX

EPGFX vs DVY: Complete Analysis 2026

EPGFX — Stock

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 →

DVY — ETF

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 →

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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.