Home › Compare › MBEAX vs DGRO
MBEAX yields 17.21% · DGRO yields 2.10%● Live data
📍 MBEAX pulled ahead of the other in Year 1
Combined, MBEAX + DGRO cover 0 of 12 months — good coverage
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What's the optimal mix of MBEAX + DGRO for your $10,000?
The investment seeks to achieve long-term capital appreciation with moderate current income. The fund will invest 55-70% of its net assets in equity securities and invest the remainder of its assets in fixed income securities, cash and cash equivalents. The equity portion of the fund is invested primarily in a diversified global portfolio of equity securities, including common and preferred stocks, convertible securities, ETFs, ADRs, GDRs and other depositary receipts of non- U.S. listed companies. It will invest 30-45% of its net assets in fixed income securities (including cash and cash equivalents).
Full MBEAX Calculator →The iShares Core Dividend Growth ETF seeks to track the investment results of an index composed of U.S. equities with a history of consistently growing dividends.
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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.