HomeCompareFUNFX vs VYM

FUNFX vs VYM: Dividend Comparison 2026

FUNFX yields 9.43% · VYM yields 2.41%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FUNFX wins by $9.5K in total portfolio value
10 years
FUNFX
FUNFX
● Live price
9.43%
Share price
$86.06
Annual div
$8.12
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.3K
Annual income
$1,708.62
Full FUNFX calculator →
VYM
Vanguard High Dividend Yield ETF
● Live price
2.41%
Share price
$145.48
Annual div
$3.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.8K
Annual income
$278.55
Full VYM calculator →

Portfolio growth — FUNFX vs VYM

📍 FUNFX 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 PeriodFUNFXVYM
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, FUNFX + VYM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FUNFX
Annual income on $10K today (after 15% tax)
$801.86/yr
After 10yr DRIP, annual income (after tax)
$1,452.33/yr
VYM
Annual income on $10K today (after 15% tax)
$205.23/yr
After 10yr DRIP, annual income (after tax)
$236.77/yr
At 15% tax rate, FUNFX beats the other by $1,215.56/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FUNFX: 50%VYM: 50%
100% VYM50/50100% FUNFX
Portfolio after 10yr
$32.6K
Annual income
$993.58/yr
Blended yield
3.05%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FUNFX buys
0
VYM buys
0
No recent congressional trades found for FUNFX or VYM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFUNFXVYM
Forward yield9.43%2.41%
Annual dividend / share$8.12$3.51
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$37.3K$27.8K
Annual income after 10y$1,708.62$278.55
Total dividends collected$13.3K$2.6K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFUNFX PortfolioFUNFX Income/yrVYM PortfolioVYM Income/yrGap
1← crossover$11,643$943.37$11,151$241.44+$492.00FUNFX
2$13,485$1,026.54$12,413$246.79+$1.1KFUNFX
3$15,540$1,111.12$13,794$251.79+$1.7KFUNFX
4$17,824$1,196.68$15,306$256.47+$2.5KFUNFX
5$20,355$1,282.81$16,960$260.84+$3.4KFUNFX
6$23,149$1,369.09$18,768$264.92+$4.4KFUNFX
7$26,225$1,455.15$20,745$268.71+$5.5KFUNFX
8$29,601$1,540.64$22,905$272.24+$6.7KFUNFX
9$33,298$1,625.23$25,265$275.51+$8.0KFUNFX
10$37,338$1,708.62$27,842$278.55+$9.5KFUNFX

FUNFX vs VYM: Complete Analysis 2026

FUNFXStock

The fund invests primarily in common stocks of companies that appear to offer superior opportunities for capital growth and most of which have a history of paying dividends. It may invest significantly in securities of issuers domiciled outside the United States. The investment adviser uses a system of multiple portfolio managers in managing the fund's assets.

Full FUNFX 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 →
📬

Get this FUNFX vs VYM comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

FUNFX vs SCHDFUNFX vs JEPIFUNFX vs OFUNFX vs KOFUNFX vs MAINFUNFX vs VIGFUNFX vs DGROFUNFX vs HDV

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.