Is MCSMX or DVY a better dividend investment in 2026?

MCSMX currently yields 2.01% with a 5% 5-year dividend growth rate. DVY yields 4.00% with 5% growth. The better choice depends on your goal: DVY offers higher current income.

What is the dividend yield difference between MCSMX and DVY?

MCSMX has a forward dividend yield of 2.01% ($0.25/share annually). DVY yields 4.00% ($2.00/share annually). The yield gap is 1.99 percentage points.

Home › Compare › MCSMX vs DVY

MCSMX vs DVY: Dividend Comparison 2026

MCSMX yields 2.01% · DVY yields 4.00%● Live data

vsPost on X →

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

🏆 DVY wins by $5.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

MCSMX

● Live price

2.01%

Share price

$12.66

Annual div

$0.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$22.6K

Annual income

$229.33

Full MCSMX calculator →

DVY

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full DVY calculator →

Portfolio growth — MCSMX vs DVY

📍 DVY 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	MCSMX	DVY
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, MCSMX + DVY cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

MCSMX pays

DVY pays

Both pay

Neither

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Tax Bracket Optimizer

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

MCSMX

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

$171.13/yr

After 10yr DRIP, annual income (after tax)

$194.93/yr

DVY

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

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

At 15% tax rate, DVY beats the other by $569.38/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

What's the optimal mix of MCSMX + DVY for your $10,000?

MCSMX: 50%DVY: 50%

100% DVY50/50100% MCSMX

Portfolio after 10yr

$25.3K

Annual income

$564.27/yr

Blended yield

2.23%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MCSMX buys

DVY buys

No recent congressional trades found for MCSMX or DVY in the last 90 days.

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

MetricMCSMXDVY

Forward yield	2.01%	4.00% ✓
Annual dividend / share	$0.25	$2.00 ✓
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$22.6K	$28.0K ✓
Annual income after 10y	$229.33	$899.19 ✓
Total dividends collected	$2.2K	$6.4K ✓
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

Year-by-year: MCSMX vs DVY ($10,000, DRIP)

Year	MCSMX Portfolio	MCSMX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$10,901	$201.33	$11,120	$420.00	$219.00 → DVY
2	$11,870	$205.12	$12,357	$458.31	$487.00 → DVY
3	$12,909	$208.73	$13,721	$499.76	$812.00 → DVY
4	$14,025	$212.16	$15,227	$544.58	$1.2K → DVY
5	$15,222	$215.42	$16,885	$593.02	$1.7K → DVY
6	$16,506	$218.51	$18,713	$645.34	$2.2K → DVY
7	$17,883	$221.44	$20,724	$701.81	$2.8K → DVY
8	$19,359	$224.22	$22,938	$762.73	$3.6K → DVY
9	$20,941	$226.85	$25,372	$828.41	$4.4K → DVY
10	$22,636	$229.33	$28,047	$899.19	$5.4K → DVY

MCSMX vs DVY: Complete Analysis 2026

MCSMX — Stock

Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of Small Companies located in China. China includes its administrative and other districts, such as Hong Kong. A company or other issuer is considered to be "located" in a country or a region, and a security or instrument is deemed to be an Asian (or specific country) security or instrument, if it has substantial ties to that country or region.

Full MCSMX Calculator →

DVY — ETF

DVY is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in DVY shares.

Full DVY 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.