HFCGX yields 0.12% · DVY yields 3.46%● Live data
📍 DVY pulled ahead of the other in Year 1
Combined, HFCGX + DVY cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of HFCGX + DVY for your $10,000?
The fund may invest in any company whose securities are listed on a U.S. national securities exchange, including through ADRs, which are U.S. dollar-denominated securities of foreign issuers listed on U.S. national securities exchanges. The fund invests in growth-oriented common stocks by utilizing a quantitative formula known as the Cornerstone Growth Strategy. It purchases these 50 stocks weighted equally by dollar amount, with 2% of the portfolio's assets invested in each. Using the Growth Strategy, the universe of stocks is re-screened and the portfolio is rebalanced annually, generally in the winter.
Full HFCGX Calculator →The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.
Full DVY Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.