HomeCompareHFMVX vs DIVO

HFMVX vs DIVO: Dividend Comparison 2026

HFMVX yields 19.52% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HFMVX wins by $40.2K in total portfolio value
10 years
HFMVX
HFMVX
● Live price
19.52%
Share price
$27.90
Annual div
$5.44
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$70.9K
Annual income
$6,397.17
Full HFMVX 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 — HFMVX vs DIVO

📍 HFMVX 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 PeriodHFMVXDIVO
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, HFMVX + DIVO cover 0 of 12 monthsgood coverage

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

HFMVX
Annual income on $10K today (after 15% tax)
$1,658.82/yr
After 10yr DRIP, annual income (after tax)
$5,437.59/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, HFMVX beats the other by $4,603.17/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HFMVX: 50%DIVO: 50%
100% DIVO50/50100% HFMVX
Portfolio after 10yr
$50.8K
Annual income
$3,689.43/yr
Blended yield
7.26%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HFMVX buys
0
DIVO buys
0
No recent congressional trades found for HFMVX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFMVXDIVO
Forward yield19.52%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$70.9K$30.7K
Annual income after 10y$6,397.17$981.68
Total dividends collected$39.8K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHFMVX PortfolioHFMVX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$12,652$1,951.55$11,349$649.42+$1.3KHFMVX
2$15,845$2,307.49$12,833$688.83+$3.0KHFMVX
3$19,655$2,700.81$14,459$727.90+$5.2KHFMVX
4$24,161$3,131.06$16,238$766.49+$7.9KHFMVX
5$29,450$3,597.22$18,179$804.47+$11.3KHFMVX
6$35,609$4,097.75$20,293$841.71+$15.3KHFMVX
7$42,733$4,630.62$22,591$878.14+$20.1KHFMVX
8$50,917$5,193.39$25,087$913.65+$25.8KHFMVX
9$60,265$5,783.27$27,791$948.18+$32.5KHFMVX
10$70,880$6,397.17$30,718$981.68+$40.2KHFMVX

HFMVX vs DIVO: Complete Analysis 2026

HFMVXStock

The investment seeks long-term growth of capital. 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 HFMVX 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.