HomeCompareFOGRX vs VYM

FOGRX vs VYM: Dividend Comparison 2026

FOGRX yields 19.98% · VYM yields 2.37%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VYM wins by $4.5K in total portfolio value· pulled ahead in Year 5
10 years
FOGRX
FOGRX
● Live price
19.98%
Share price
$10.01
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.3K
Annual income
$2.31
Full FOGRX calculator →
VYM
Vanguard High Dividend Yield ETF
● Live price
2.37%
Share price
$148.10
Annual div
$3.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.8K
Annual income
$272.94
Full VYM calculator →

Portfolio growth — FOGRX vs VYM

📍 VYM pulled ahead of the other in Year 5

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 PeriodFOGRXVYM
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, FOGRX + VYM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
FOGRX pays
VYM pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

FOGRX
Annual income on $10K today (after 15% tax)
$1,698.30/yr
After 10yr DRIP, annual income (after tax)
$1.96/yr
VYM
Annual income on $10K today (after 15% tax)
$201.60/yr
After 10yr DRIP, annual income (after tax)
$232.00/yr
At 15% tax rate, VYM beats the other by $230.04/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of FOGRX + VYM for your $10,000?

FOGRX: 50%VYM: 50%
100% VYM50/50100% FOGRX
Portfolio after 10yr
$25.5K
Annual income
$137.63/yr
Blended yield
0.54%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FOGRX buys
0
VYM buys
0
No recent congressional trades found for FOGRX or VYM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFOGRXVYM
Forward yield19.98%2.37%
Annual dividend / share$2.00$3.51
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$23.3K$27.8K
Annual income after 10y$2.31$272.94
Total dividends collected$2.1K$2.6K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: FOGRX vs VYM ($10,000, DRIP)

YearFOGRX PortfolioFOGRX Income/yrVYM PortfolioVYM Income/yrGap
1$11,699$999.00$11,147$237.17+$552.00FOGRX
2$13,064$546.14$12,404$242.33+$660.00FOGRX
3$14,264$284.98$13,780$247.16+$484.00FOGRX
4$15,407$145.40$15,285$251.67+$122.00FOGRX
5← crossover$16,559$73.39$16,932$255.88$373.00VYM
6$17,755$36.86$18,733$259.81$978.00VYM
7$19,017$18.47$20,701$263.46$1.7KVYM
8$20,357$9.24$22,852$266.86$2.5KVYM
9$21,787$4.62$25,201$270.01$3.4KVYM
10$23,314$2.31$27,768$272.94$4.5KVYM

FOGRX vs VYM: Complete Analysis 2026

FOGRXStock

The investment seeks long-term capital appreciation. Under normal market conditions, the Advisor intends to invest at least 80% of its assets in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stocks, options, and rights. The fund may also invest up to 35% of its assets in preferred stocks and warrants. The fund may invest in securities issued by companies with large, medium, or small capitalization.

Full FOGRX Calculator →

VYMETF

Seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields. Follows a passively managed, full-replication approach.

Full VYM 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.