HomeCompareHFMIX vs DIVO

HFMIX vs DIVO: Dividend Comparison 2026

HFMIX yields 26.44% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HFMIX wins by $76.9K in total portfolio value
10 years
HFMIX
HFMIX
● Live price
26.44%
Share price
$20.59
Annual div
$5.44
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$107.6K
Annual income
$12,747.52
Full HFMIX 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 — HFMIX vs DIVO

📍 HFMIX 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 PeriodHFMIXDIVO
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, HFMIX + DIVO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HFMIX 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.

HFMIX
Annual income on $10K today (after 15% tax)
$2,247.74/yr
After 10yr DRIP, annual income (after tax)
$10,835.39/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, HFMIX beats the other by $10,000.96/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HFMIX: 50%DIVO: 50%
100% DIVO50/50100% HFMIX
Portfolio after 10yr
$69.1K
Annual income
$6,864.60/yr
Blended yield
9.93%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HFMIX buys
0
DIVO buys
0
No recent congressional trades found for HFMIX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFMIXDIVO
Forward yield26.44%6.49%
Annual dividend / share$5.44$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$107.6K$30.7K
Annual income after 10y$12,747.52$981.68
Total dividends collected$69.8K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHFMIX PortfolioHFMIX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$13,344$2,644.40$11,349$649.42+$2.0KHFMIX
2$17,576$3,297.94$12,833$688.83+$4.7KHFMIX
3$22,866$4,059.67$14,459$727.90+$8.4KHFMIX
4$29,403$4,936.00$16,238$766.49+$13.2KHFMIX
5$37,393$5,931.79$18,179$804.47+$19.2KHFMIX
6$47,061$7,050.18$20,293$841.71+$26.8KHFMIX
7$58,648$8,292.47$22,591$878.14+$36.1KHFMIX
8$72,411$9,658.07$25,087$913.65+$47.3KHFMIX
9$88,624$11,144.52$27,791$948.18+$60.8KHFMIX
10$107,575$12,747.52$30,718$981.68+$76.9KHFMIX

HFMIX vs DIVO: Complete Analysis 2026

HFMIXStock

The fund invests at least 80% of its assets in common stocks of mid-capitalization companies. The sub-adviser defines mid-capitalization companies as companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices.

Full HFMIX 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.