HomeCompareFIMSX vs DGRO

FIMSX vs DGRO: Dividend Comparison 2026

FIMSX yields 100.66% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FIMSX wins by $3.97M in total portfolio value
10 years
FIMSX
FIMSX
● Live price
100.66%
Share price
$10.05
Annual div
$10.12
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$4.00M
Annual income
$1,354,684.18
Full FIMSX calculator →
DGRO
iShares Core Dividend Growth ETF
● Live price
2.13%
Share price
$68.98
Annual div
$1.47
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.6K
Annual income
$239.96
Full DGRO calculator →

Portfolio growth — FIMSX vs DGRO

📍 FIMSX 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 PeriodFIMSXDGRO
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, FIMSX + DGRO cover 0 of 12 monthsgood coverage

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

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

FIMSX
Annual income on $10K today (after 15% tax)
$8,556.08/yr
After 10yr DRIP, annual income (after tax)
$1,151,481.55/yr
DGRO
Annual income on $10K today (after 15% tax)
$181.24/yr
After 10yr DRIP, annual income (after tax)
$203.97/yr
At 15% tax rate, FIMSX beats the other by $1,151,277.59/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of FIMSX + DGRO for your $10,000?

FIMSX: 50%DGRO: 50%
100% DGRO50/50100% FIMSX
Portfolio after 10yr
$2.02M
Annual income
$677,462.07/yr
Blended yield
33.59%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FIMSX buys
0
DGRO buys
0
No recent congressional trades found for FIMSX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFIMSXDGRO
Forward yield100.66%2.13%
Annual dividend / share$10.12$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$4.00M$31.6K
Annual income after 10y$1,354,684.18$239.96
Total dividends collected$3.58M$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: FIMSX vs DGRO ($10,000, DRIP)

YearFIMSX PortfolioFIMSX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$20,766$10,065.98$11,293$213.22+$9.5KFIMSX
2$41,755$19,535.51$12,730$217.32+$29.0KFIMSX
3$81,389$36,711.16$14,326$221.10+$67.1KFIMSX
4$153,962$66,876.13$16,098$224.56+$137.9KFIMSX
5$282,972$118,232.23$18,064$227.74+$264.9KFIMSX
6$505,867$203,086.38$20,246$230.65+$485.6KFIMSX
7$880,581$339,304.28$22,666$233.30+$857.9KFIMSX
8$1,494,222$552,000.11$25,349$235.73+$1.47MFIMSX
9$2,474,207$875,388.93$28,325$237.94+$2.45MFIMSX
10$4,002,085$1,354,684.18$31,624$239.96+$3.97MFIMSX

FIMSX vs DGRO: Complete Analysis 2026

FIMSXStock

The fund normally invests at least 80% of assets in investment-grade municipal securities whose interest is exempt from federal income tax (but may be subject to the federal alternative minimum tax).

Full FIMSX Calculator →

DGROETF

The iShares Core Dividend Growth ETF seeks to track the investment results of an index composed of U.S. equities with a history of consistently growing dividends.

Full DGRO 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.