HomeCompareLCGFX vs HDV

LCGFX vs HDV: Dividend Comparison 2026

LCGFX yields 10.10% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LCGFX wins by $14.7K in total portfolio value
10 years
LCGFX
LCGFX
● Live price
10.10%
Share price
$25.54
Annual div
$2.58
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.0K
Annual income
$1,905.34
Full LCGFX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.39
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$352.73
Full HDV calculator →

Portfolio growth — LCGFX vs HDV

📍 LCGFX 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 PeriodLCGFXHDV
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, LCGFX + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
LCGFX pays
HDV pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

LCGFX
Annual income on $10K today (after 15% tax)
$858.63/yr
After 10yr DRIP, annual income (after tax)
$1,619.54/yr
HDV
Annual income on $10K today (after 15% tax)
$248.52/yr
After 10yr DRIP, annual income (after tax)
$299.82/yr
At 15% tax rate, LCGFX beats the other by $1,319.72/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of LCGFX + HDV for your $10,000?

LCGFX: 50%HDV: 50%
100% HDV50/50100% LCGFX
Portfolio after 10yr
$31.7K
Annual income
$1,129.03/yr
Blended yield
3.57%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LCGFX buys
0
HDV buys
0
No recent congressional trades found for LCGFX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLCGFXHDV
Forward yield10.10%2.92%
Annual dividend / share$2.58$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$39.0K$24.3K
Annual income after 10y$1,905.34$352.73
Total dividends collected$14.5K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: LCGFX vs HDV ($10,000, DRIP)

YearLCGFX PortfolioLCGFX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,710$1,010.16$11,002$292.38+$708.00LCGFX
2$13,635$1,105.52$12,084$300.36+$1.6KLCGFX
3$15,793$1,203.06$13,250$308.02+$2.5KLCGFX
4$18,201$1,302.27$14,506$315.35+$3.7KLCGFX
5$20,877$1,402.63$15,858$322.35+$5.0KLCGFX
6$23,842$1,503.65$17,313$329.04+$6.5KLCGFX
7$27,116$1,604.86$18,878$335.42+$8.2KLCGFX
8$30,720$1,705.82$20,560$341.49+$10.2KLCGFX
9$34,677$1,806.10$22,367$347.25+$12.3KLCGFX
10$39,009$1,905.34$24,307$352.73+$14.7KLCGFX

LCGFX vs HDV: Complete Analysis 2026

LCGFXStock

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in stocks of large capitalized ("large cap") companies. It invests primarily in a portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), of large cap domestic growth companies that are expected to exhibit quality growth characteristics. The fund is non-diversified.

Full LCGFX Calculator →

HDVETF

The iShares Core High Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full HDV Calculator →
📬

Get this LCGFX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

LCGFX vs SCHDLCGFX vs JEPILCGFX vs OLCGFX vs KOLCGFX vs MAINLCGFX vs VYMLCGFX vs DVYLCGFX vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.