HomeCompareHRMVX vs DIVO

HRMVX vs DIVO: Dividend Comparison 2026

HRMVX yields 7.90% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HRMVX wins by $3.0K in total portfolio value
10 years
HRMVX
HRMVX
● Live price
7.90%
Share price
$29.30
Annual div
$2.32
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.7K
Annual income
$1,303.06
Full HRMVX 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 — HRMVX vs DIVO

📍 HRMVX 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 PeriodHRMVXDIVO
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, HRMVX + DIVO cover 0 of 12 monthsgood coverage

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

HRMVX
Annual income on $10K today (after 15% tax)
$671.64/yr
After 10yr DRIP, annual income (after tax)
$1,107.60/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, HRMVX beats the other by $273.17/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HRMVX: 50%DIVO: 50%
100% DIVO50/50100% HRMVX
Portfolio after 10yr
$32.2K
Annual income
$1,142.37/yr
Blended yield
3.54%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HRMVX buys
0
DIVO buys
0
No recent congressional trades found for HRMVX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHRMVXDIVO
Forward yield7.90%6.49%
Annual dividend / share$2.32$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.7K$30.7K
Annual income after 10y$1,303.06$981.68
Total dividends collected$10.5K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHRMVX PortfolioHRMVX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,490$790.17$11,349$649.42+$141.00HRMVX
2$13,143$848.52$12,833$688.83+$310.00HRMVX
3$14,970$907.08$14,459$727.90+$511.00HRMVX
4$16,984$965.59$16,238$766.49+$746.00HRMVX
5$19,196$1,023.80$18,179$804.47+$1.0KHRMVX
6$21,621$1,081.47$20,293$841.71+$1.3KHRMVX
7$24,273$1,138.42$22,591$878.14+$1.7KHRMVX
8$27,167$1,194.43$25,087$913.65+$2.1KHRMVX
9$30,318$1,249.36$27,791$948.18+$2.5KHRMVX
10$33,743$1,303.06$30,718$981.68+$3.0KHRMVX

HRMVX vs DIVO: Complete Analysis 2026

HRMVXStock

The investment seeks long-term total return. The fund invests primarily in equity securities, principally common stocks, of mid cap companies. Under normal market conditions, it invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of mid cap companies. The Subadviser's active investment strategy uses a quantitative investment model to evaluate and recommend investment decisions for the fund in a bottom-up, contrarian value approach.

Full HRMVX 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.