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HFMIX vs DVY: Dividend Comparison 2026

HFMIX yields 27.95% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HFMIX wins by $92.5K in total portfolio value
10 years
HFMIX
HFMIX
● Live price
27.95%
Share price
$19.48
Annual div
$5.44
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$117.5K
Annual income
$14,620.69
Full HFMIX calculator →
DVY
DVY
● Live price
3.46%
Share price
$151.41
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$432.91
Full DVY calculator →

Portfolio growth — HFMIX vs DVY

📍 HFMIX 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 PeriodHFMIXDVY
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, HFMIX + DVY cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
HFMIX pays
DVY pays
Both pay
Neither
💰

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)
$2,375.82/yr
After 10yr DRIP, annual income (after tax)
$12,427.59/yr
DVY
Annual income on $10K today (after 15% tax)
$294.47/yr
After 10yr DRIP, annual income (after tax)
$367.97/yr
At 15% tax rate, HFMIX beats the other by $12,059.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HFMIX: 50%DVY: 50%
100% DVY50/50100% HFMIX
Portfolio after 10yr
$71.3K
Annual income
$7,526.79/yr
Blended yield
10.56%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HFMIX buys
0
DVY buys
0
No recent congressional trades found for HFMIX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFMIXDVY
Forward yield27.95% ✓3.46%
Annual dividend / share$5.44 ✓$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$117.5K ✓$25.0K
Annual income after 10y$14,620.69 ✓$432.91
Total dividends collected$78.0K ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHFMIX PortfolioHFMIX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$13,495$2,795.08$11,046$346.43+$2.4K → HFMIX
2$17,965$3,525.22$12,177$357.65+$5.8K → HFMIX
3$23,608$4,385.84$13,398$368.47+$10.2K → HFMIX
4$30,647$5,386.53$14,715$378.89+$15.9K → HFMIX
5$39,328$6,535.13$16,134$388.90+$23.2K → HFMIX
6$49,918$7,837.48$17,662$398.51+$32.3K → HFMIX
7$62,710$9,297.20$19,306$407.71+$43.4K → HFMIX
8$78,015$10,915.50$21,074$416.50+$56.9K → HFMIX
9$96,167$12,691.20$22,974$424.90+$73.2K → HFMIX
10$117,520$14,620.69$25,015$432.91+$92.5K → HFMIX

HFMIX vs DVY: Complete Analysis 2026

HFMIX — Stock

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 →

DVY — ETF

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 →
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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.