HomeCompareFAGIX vs DVY

FAGIX vs DVY: Dividend Comparison 2026

FAGIX yields 4.75% · DVY yields 3.46%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 FAGIX wins by $2.3K in total portfolio value
10 years
FAGIX
FAGIX
● Live price
4.75%
Share price
$10.84
Annual div
$0.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.3K
Annual income
$643.51
Full FAGIX 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 — FAGIX vs DVY

📍 FAGIX 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 PeriodFAGIXDVY
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, FAGIX + DVY cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FAGIX
Annual income on $10K today (after 15% tax)
$403.59/yr
After 10yr DRIP, annual income (after tax)
$546.98/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, FAGIX beats the other by $179.01/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FAGIX: 50%DVY: 50%
100% DVY50/50100% FAGIX
Portfolio after 10yr
$26.2K
Annual income
$538.20/yr
Blended yield
2.06%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FAGIX buys
0
DVY buys
0
No recent congressional trades found for FAGIX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFAGIXDVY
Forward yield4.75%3.46%
Annual dividend / share$0.51$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.3K$25.0K
Annual income after 10y$643.51$432.91
Total dividends collected$5.6K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFAGIX PortfolioFAGIX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,175$474.82$11,046$346.43+$129.00FAGIX
2$12,453$495.89$12,177$357.65+$276.00FAGIX
3$13,841$516.45$13,398$368.47+$443.00FAGIX
4$15,346$536.47$14,715$378.89+$631.00FAGIX
5$16,977$555.90$16,134$388.90+$843.00FAGIX
6$18,740$574.72$17,662$398.51+$1.1KFAGIX
7$20,644$592.90$19,306$407.71+$1.3KFAGIX
8$22,700$610.44$21,074$416.50+$1.6KFAGIX
9$24,916$627.30$22,974$424.90+$1.9KFAGIX
10$27,304$643.51$25,015$432.91+$2.3KFAGIX

FAGIX vs DVY: Complete Analysis 2026

FAGIXStock

The fund invests in equity and debt securities, including defaulted securities, with an emphasis on lower-quality debt securities. It invests in companies in troubled or uncertain financial condition. The fund invests in domestic and foreign issuers. The advisor uses fundamental analysis of each issuer's financial condition and industry position and market and economic conditions to select investments.

Full FAGIX 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 →
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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.