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FIMVX vs DVY: Dividend Comparison 2026

FIMVX yields 2.39% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $1.8K in total portfolio value
10 years
FIMVX
FIMVX
● Live price
2.39%
Share price
$30.46
Annual div
$0.73
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.2K
Annual income
$279.33
Full FIMVX calculator →
DVY
DVY
● Live price
3.50%
Share price
$150.03
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$437.78
Full DVY calculator →

Portfolio growth — FIMVX vs DVY

📍 DVY pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodFIMVXDVY
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%.
📅

Dividend Calendar Overlap

Combined, FIMVX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

FIMVX
Annual income on $10K today (after 15% tax)
$203.43/yr
After 10yr DRIP, annual income (after tax)
$237.43/yr
DVY
Annual income on $10K today (after 15% tax)
$297.17/yr
After 10yr DRIP, annual income (after tax)
$372.11/yr
At 15% tax rate, DVY beats the other by $134.68/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FIMVX: 50%DVY: 50%
100% DVY50/50100% FIMVX
Portfolio after 10yr
$24.2K
Annual income
$358.56/yr
Blended yield
1.48%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FIMVX buys
0
DVY buys
0
No recent congressional trades found for FIMVX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFIMVXDVY
Forward yield2.39%3.50% ✓
Annual dividend / share$0.73$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.2K$25.1K ✓
Annual income after 10y$279.33$437.78 ✓
Total dividends collected$2.6K$4.0K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFIMVX PortfolioFIMVX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$10,939$239.33$11,050$349.62$111.00 → DVY
2$11,950$244.68$12,184$361.04$234.00 → DVY
3$13,036$249.80$13,409$372.07$373.00 → DVY
4$14,203$254.68$14,730$382.68$527.00 → DVY
5$15,457$259.33$16,154$392.89$697.00 → DVY
6$16,803$263.75$17,688$402.69$885.00 → DVY
7$18,247$267.96$19,338$412.07$1.1K → DVY
8$19,796$271.95$21,113$421.04$1.3K → DVY
9$21,457$275.74$23,020$429.61$1.6K → DVY
10$23,239$279.33$25,070$437.78$1.8K → DVY

FIMVX vs DVY: Complete Analysis 2026

FIMVX — Stock

The fund normally invests at least 80% of assets in securities included in the Russell Midcap® Value Index, which is a market capitalization-weighted index designed to measure the performance of the mid-cap value segment of the U.S. equity market.

Full FIMVX 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.