Is FOBAX or DVY a better dividend investment in 2026?

FOBAX currently yields 10.11% with a 5% 5-year dividend growth rate. DVY yields 4.00% with 5% growth. The better choice depends on your goal: FOBAX offers higher current income.

What is the dividend yield difference between FOBAX and DVY?

FOBAX has a forward dividend yield of 10.11% ($1.97/share annually). DVY yields 4.00% ($2.00/share annually). The yield gap is 6.11 percentage points.

Home › Compare › FOBAX vs DVY

FOBAX vs DVY: Dividend Comparison 2026

FOBAX yields 10.11% · DVY yields 4.00%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 FOBAX wins by $11.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

FOBAX

● Live price

10.11%

Share price

$19.48

Annual div

$1.97

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$39.0K

Annual income

$1,907.19

Full FOBAX calculator →

DVY

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full DVY calculator →

Portfolio growth — FOBAX vs DVY

📍 FOBAX 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 Period	FOBAX	DVY
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, FOBAX + DVY cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

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Oct

—

Nov

—

Dec

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FOBAX pays

DVY pays

Both pay

Neither

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Tax Bracket Optimizer

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

FOBAX

Annual income on $10K today (after 15% tax)

$859.15/yr

After 10yr DRIP, annual income (after tax)

$1,621.11/yr

DVY

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, FOBAX beats the other by $856.80/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

FOBAX: 50%DVY: 50%

100% DVY50/50100% FOBAX

Portfolio after 10yr

$33.5K

Annual income

$1,403.20/yr

Blended yield

4.18%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FOBAX buys

DVY buys

No recent congressional trades found for FOBAX or DVY in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricFOBAXDVY

Forward yield	10.11% ✓	4.00%
Annual dividend / share	$1.97	$2.00 ✓
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$39.0K ✓	$28.0K
Annual income after 10y	$1,907.19 ✓	$899.19
Total dividends collected	$14.6K ✓	$6.4K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	FOBAX Portfolio	FOBAX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,711	$1,010.76	$11,120	$420.00	+$591.00 → FOBAX
2	$13,637	$1,106.25	$12,357	$458.31	+$1.3K → FOBAX
3	$15,795	$1,203.91	$13,721	$499.76	+$2.1K → FOBAX
4	$18,204	$1,303.24	$15,227	$544.58	+$3.0K → FOBAX
5	$20,882	$1,403.74	$16,885	$593.02	+$4.0K → FOBAX
6	$23,849	$1,504.90	$18,713	$645.34	+$5.1K → FOBAX
7	$27,125	$1,606.26	$20,724	$701.81	+$6.4K → FOBAX
8	$30,731	$1,707.36	$22,938	$762.73	+$7.8K → FOBAX
9	$34,690	$1,807.80	$25,372	$828.41	+$9.3K → FOBAX
10	$39,025	$1,907.19	$28,047	$899.19	+$11.0K → FOBAX

FOBAX vs DVY: Complete Analysis 2026

FOBAX — Stock

The investment seeks capital appreciation and current income. The Sub-Adviser of the fund will allocate its assets among stocks, fixed income securities, and cash equivalents. The fund will normally invest 25% to 75% of its assets in stocks and convertible securities and at least 25% of its total assets in fixed income securities. The fund may also invest in preferred stocks and warrants. The fund may invest in securities issued by companies with large, medium, or small capitalizations.

Full FOBAX Calculator →

DVY — ETF

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

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.