Is MAGWX or HDV a better dividend investment in 2026?

MAGWX currently yields 8.37% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: MAGWX offers higher current income.

What is the dividend yield difference between MAGWX and HDV?

MAGWX has a forward dividend yield of 8.37% ($2.04/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 5.45 percentage points.

Home › Compare › MAGWX vs HDV

MAGWX vs HDV: Dividend Comparison 2026

MAGWX yields 8.37% · HDV yields 2.92%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 MAGWX wins by $10.5K in total portfolio value

INVESTMENT

TIME HORIZON10 years

MAGWX

● Live price

8.37%

Share price

$24.42

Annual div

$2.04

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$34.8K

Annual income

$1,419.42

Full MAGWX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — MAGWX vs HDV

📍 MAGWX 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 Period	MAGWX	HDV
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, MAGWX + HDV cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

—

Oct

—

Nov

—

Dec

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MAGWX pays

HDV pays

Both pay

Neither

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Tax Bracket Optimizer

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

MAGWX

Annual income on $10K today (after 15% tax)

$711.07/yr

After 10yr DRIP, annual income (after tax)

$1,206.51/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, MAGWX beats the other by $906.69/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

MAGWX: 50%HDV: 50%

100% HDV50/50100% MAGWX

Portfolio after 10yr

$29.6K

Annual income

$886.07/yr

Blended yield

3.00%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MAGWX buys

HDV buys

No recent congressional trades found for MAGWX or HDV in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricMAGWXHDV

Forward yield	8.37% ✓	2.92%
Annual dividend / share	$2.04	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$34.8K ✓	$24.3K
Annual income after 10y	$1,419.42 ✓	$352.73
Total dividends collected	$11.3K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	MAGWX Portfolio	MAGWX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,537	$836.55	$11,002	$292.38	+$535.00 → MAGWX
2	$13,246	$901.95	$12,084	$300.36	+$1.2K → MAGWX
3	$15,141	$967.85	$13,250	$308.02	+$1.9K → MAGWX
4	$17,235	$1,033.95	$14,506	$315.35	+$2.7K → MAGWX
5	$19,541	$1,099.93	$15,858	$322.35	+$3.7K → MAGWX
6	$22,075	$1,165.54	$17,313	$329.04	+$4.8K → MAGWX
7	$24,851	$1,230.51	$18,878	$335.42	+$6.0K → MAGWX
8	$27,885	$1,294.61	$20,560	$341.49	+$7.3K → MAGWX
9	$31,194	$1,357.64	$22,367	$347.25	+$8.8K → MAGWX
10	$34,797	$1,419.42	$24,307	$352.73	+$10.5K → MAGWX

MAGWX vs HDV: Complete Analysis 2026

MAGWX — Stock

The investment seeks a high level of total return consistent with a greater than moderate level of risk relative to the other MFS Asset Allocation Funds. The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser, referred to as underlying funds. Within the stock fund allocations, the adviser seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).

Full MAGWX Calculator →

HDV — ETF

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 →

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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.