HomeCompareFAJTX vs HDV

FAJTX vs HDV: Dividend Comparison 2026

FAJTX yields 6.06% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FAJTX wins by $5.5K in total portfolio value
10 years
FAJTX
FAJTX
● Live price
6.06%
Share price
$27.75
Annual div
$1.68
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.8K
Annual income
$891.88
Full FAJTX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.39
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$352.73
Full HDV calculator →

Portfolio growth — FAJTX vs HDV

📍 FAJTX 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 PeriodFAJTXHDV
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, FAJTX + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
FAJTX pays
HDV pays
Both pay
Neither
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Tax Bracket Optimizer

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

FAJTX
Annual income on $10K today (after 15% tax)
$515.21/yr
After 10yr DRIP, annual income (after tax)
$758.10/yr
HDV
Annual income on $10K today (after 15% tax)
$248.52/yr
After 10yr DRIP, annual income (after tax)
$299.82/yr
At 15% tax rate, FAJTX beats the other by $458.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of FAJTX + HDV for your $10,000?

FAJTX: 50%HDV: 50%
100% HDV50/50100% FAJTX
Portfolio after 10yr
$27.1K
Annual income
$622.30/yr
Blended yield
2.30%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FAJTX buys
0
HDV buys
0
No recent congressional trades found for FAJTX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFAJTXHDV
Forward yield6.06%2.92%
Annual dividend / share$1.68$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.8K$24.3K
Annual income after 10y$891.88$352.73
Total dividends collected$7.5K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: FAJTX vs HDV ($10,000, DRIP)

YearFAJTX PortfolioFAJTX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,306$606.13$11,002$292.38+$304.00FAJTX
2$12,738$640.46$12,084$300.36+$654.00FAJTX
3$14,304$674.37$13,250$308.02+$1.1KFAJTX
4$16,013$707.73$14,506$315.35+$1.5KFAJTX
5$17,874$740.46$15,858$322.35+$2.0KFAJTX
6$19,898$772.46$17,313$329.04+$2.6KFAJTX
7$22,095$803.66$18,878$335.42+$3.2KFAJTX
8$24,475$834.00$20,560$341.49+$3.9KFAJTX
9$27,052$863.42$22,367$347.25+$4.7KFAJTX
10$29,837$891.88$24,307$352.73+$5.5KFAJTX

FAJTX vs HDV: Complete Analysis 2026

FAJTXStock

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Full FAJTX Calculator →

HDVETF

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 →
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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.