HomeCompareFRSGX vs DIVO

FRSGX vs DIVO: Dividend Comparison 2026

FRSGX yields 8.53% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FRSGX wins by $4.4K in total portfolio value
10 years
FRSGX
FRSGX
● Live price
8.53%
Share price
$35.60
Annual div
$3.04
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.2K
Annual income
$1,460.77
Full FRSGX calculator →
DIVO
DIVO
● Live price
6.49%
Share price
$44.85
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$981.68
Full DIVO calculator →

Portfolio growth — FRSGX vs DIVO

📍 FRSGX 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 PeriodFRSGXDIVO
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, FRSGX + DIVO cover 0 of 12 monthsgood coverage

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

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

FRSGX
Annual income on $10K today (after 15% tax)
$724.65/yr
After 10yr DRIP, annual income (after tax)
$1,241.65/yr
DIVO
Annual income on $10K today (after 15% tax)
$552.00/yr
After 10yr DRIP, annual income (after tax)
$834.43/yr
At 15% tax rate, FRSGX beats the other by $407.23/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of FRSGX + DIVO for your $10,000?

FRSGX: 50%DIVO: 50%
100% DIVO50/50100% FRSGX
Portfolio after 10yr
$32.9K
Annual income
$1,221.23/yr
Blended yield
3.71%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FRSGX buys
0
DIVO buys
0
No recent congressional trades found for FRSGX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFRSGXDIVO
Forward yield8.53%6.49%
Annual dividend / share$3.04$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.2K$30.7K
Annual income after 10y$1,460.77$981.68
Total dividends collected$11.6K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: FRSGX vs DIVO ($10,000, DRIP)

YearFRSGX PortfolioFRSGX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,553$852.53$11,349$649.42+$204.00FRSGX
2$13,282$920.45$12,833$688.83+$449.00FRSGX
3$15,200$988.99$14,459$727.90+$741.00FRSGX
4$17,322$1,057.82$16,238$766.49+$1.1KFRSGX
5$19,661$1,126.62$18,179$804.47+$1.5KFRSGX
6$22,233$1,195.10$20,293$841.71+$1.9KFRSGX
7$25,052$1,262.99$22,591$878.14+$2.5KFRSGX
8$28,136$1,330.04$25,087$913.65+$3.0KFRSGX
9$31,501$1,396.04$27,791$948.18+$3.7KFRSGX
10$35,167$1,460.77$30,718$981.68+$4.4KFRSGX

FRSGX vs DIVO: Complete Analysis 2026

FRSGXStock

The fund invests at least 80% of its net assets in the equity securities of small-capitalization and mid-capitalization companies. Small-cap companies are companies within the market capitalization range of companies in the Russell 2500™ Index and mid-cap companies are companies within the market capitalization range of companies in the Russell Midcap® Index, at the time of purchase. It, from time to time, may have significant positions in particular sectors such as information technology, consumer discretionary, healthcare and industrials.

Full FRSGX Calculator →

DIVOETF

DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.

Full DIVO 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.