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FIMVX vs SPHD: Dividend Comparison 2026

FIMVX yields 2.39% · SPHD yields 4.00%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $4.8K 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 →
SPHD
SPHD
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full SPHD calculator →

Portfolio growth — FIMVX vs SPHD

📍 SPHD 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 PeriodFIMVXSPHD
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, FIMVX + SPHD cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
FIMVX pays
SPHD 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
SPHD
Annual income on $10K today (after 15% tax)
$340.00/yr
After 10yr DRIP, annual income (after tax)
$764.31/yr
At 15% tax rate, SPHD beats the other by $526.88/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FIMVX: 50%SPHD: 50%
100% SPHD50/50100% FIMVX
Portfolio after 10yr
$25.6K
Annual income
$589.27/yr
Blended yield
2.30%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FIMVX buys
0
SPHD buys
0
No recent congressional trades found for FIMVX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFIMVXSPHD
Forward yield2.39%4.00% ✓
Annual dividend / share$0.73$2.00 ✓
Payout ratio50%50%
1-year div growth0%5% ✓
5-year div CAGR0%5% ✓
Portfolio after 10y$23.2K$28.0K ✓
Annual income after 10y$279.33$899.19 ✓
Total dividends collected$2.6K$6.4K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFIMVX PortfolioFIMVX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,939$239.33$11,120$420.00$181.00 → SPHD
2$11,950$244.68$12,357$458.31$407.00 → SPHD
3$13,036$249.80$13,721$499.76$685.00 → SPHD
4$14,203$254.68$15,227$544.58$1.0K → SPHD
5$15,457$259.33$16,885$593.02$1.4K → SPHD
6$16,803$263.75$18,713$645.34$1.9K → SPHD
7$18,247$267.96$20,724$701.81$2.5K → SPHD
8$19,796$271.95$22,938$762.73$3.1K → SPHD
9$21,457$275.74$25,372$828.41$3.9K → SPHD
10$23,239$279.33$28,047$899.19$4.8K → SPHD

FIMVX vs SPHD: 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 →

SPHD — ETF

SPHD is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SPHD shares.

Full SPHD 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.