HomeCompareFGRTX vs DIVO

FGRTX vs DIVO: Dividend Comparison 2026

FGRTX yields 4.10% · DIVO yields 6.62%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DIVO wins by $4.9K in total portfolio value
10 years
FGRTX
FGRTX
● Live price
4.10%
Share price
$29.66
Annual div
$1.22
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.1K
Annual income
$532.82
Full FGRTX calculator →
DIVO
DIVO
● Live price
6.62%
Share price
$44.00
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.0K
Annual income
$1,008.47
Full DIVO calculator →

Portfolio growth — FGRTX vs DIVO

📍 DIVO 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 PeriodFGRTXDIVO
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, FGRTX + DIVO cover 0 of 12 monthsgood coverage

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

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

FGRTX
Annual income on $10K today (after 15% tax)
$348.20/yr
After 10yr DRIP, annual income (after tax)
$452.90/yr
DIVO
Annual income on $10K today (after 15% tax)
$562.67/yr
After 10yr DRIP, annual income (after tax)
$857.20/yr
At 15% tax rate, DIVO beats the other by $404.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FGRTX: 50%DIVO: 50%
100% DIVO50/50100% FGRTX
Portfolio after 10yr
$28.5K
Annual income
$770.65/yr
Blended yield
2.70%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FGRTX buys
0
DIVO buys
0
No recent congressional trades found for FGRTX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFGRTXDIVO
Forward yield4.10%6.62%
Annual dividend / share$1.22$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.1K$31.0K
Annual income after 10y$532.82$1,008.47
Total dividends collected$4.7K$8.4K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFGRTX PortfolioFGRTX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,110$409.64$11,362$661.96$252.00DIVO
2$12,313$425.33$12,860$702.91$547.00DIVO
3$13,615$440.54$14,504$743.56$889.00DIVO
4$15,023$455.27$16,303$783.73$1.3KDIVO
5$16,545$469.50$18,268$823.31$1.7KDIVO
6$18,186$483.22$20,408$862.17$2.2KDIVO
7$19,955$496.41$22,737$900.20$2.8KDIVO
8$21,861$509.07$25,266$937.31$3.4KDIVO
9$23,913$521.21$28,008$973.42$4.1KDIVO
10$26,119$532.82$30,977$1,008.47$4.9KDIVO

FGRTX vs DIVO: Complete Analysis 2026

FGRTXStock

The fund invests at least 80% of its assets in common stocks of companies with mega market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Top 200® Index or the S&P 100® Index). It invests in domestic and foreign issuers and invests in either growth stocks or value stocks or both. The adviser uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

Full FGRTX 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.