HomeCompareMFCIX vs HDV

MFCIX vs HDV: Dividend Comparison 2026

MFCIX yields 12.79% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MFCIX wins by $22.2K in total portfolio value
10 years
MFCIX
MFCIX
● Live price
12.79%
Share price
$39.75
Annual div
$5.09
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$46.5K
Annual income
$2,836.65
Full MFCIX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — MFCIX vs HDV

📍 MFCIX 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 PeriodMFCIXHDV
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, MFCIX + HDV cover 0 of 12 monthsgood coverage

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

MFCIX
Annual income on $10K today (after 15% tax)
$1,087.50/yr
After 10yr DRIP, annual income (after tax)
$2,411.15/yr
HDV
Annual income on $10K today (after 15% tax)
$247.92/yr
After 10yr DRIP, annual income (after tax)
$298.95/yr
At 15% tax rate, MFCIX beats the other by $2,112.20/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MFCIX: 50%HDV: 50%
100% HDV50/50100% MFCIX
Portfolio after 10yr
$35.4K
Annual income
$1,594.18/yr
Blended yield
4.51%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MFCIX buys
0
HDV buys
0
No recent congressional trades found for MFCIX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMFCIXHDV
Forward yield12.79%2.92%
Annual dividend / share$5.09$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$46.5K$24.3K
Annual income after 10y$2,836.65$351.71
Total dividends collected$20.3K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMFCIX PortfolioMFCIX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,979$1,279.42$11,002$291.67+$977.00MFCIX
2$14,250$1,432.40$12,082$299.61+$2.2KMFCIX
3$16,840$1,592.47$13,247$307.23+$3.6KMFCIX
4$19,778$1,758.78$14,503$314.52+$5.3KMFCIX
5$23,093$1,930.45$15,854$321.50+$7.2KMFCIX
6$26,816$2,106.55$17,308$328.15+$9.5KMFCIX
7$30,979$2,286.14$18,871$334.49+$12.1KMFCIX
8$35,616$2,468.29$20,551$340.53+$15.1KMFCIX
9$40,761$2,652.08$22,357$346.27+$18.4KMFCIX
10$46,451$2,836.65$24,296$351.71+$22.2KMFCIX

MFCIX vs HDV: Complete Analysis 2026

MFCIXStock

The investment seeks long-term growth of capital. The fund emphasizes stocks which the Investment Adviser believes are undervalued in relation to the business' (or issuer's) long-term earnings power or asset value, or the stock market in general. The advisor intends to invest at least 65% of its total assets in common stocks and equity-related securities (such as convertible debt securities and warrants). It may invest up to 35% of its total assets in debt or fixed income securities, including higher yield, higher risk, lower rated or unrated corporate bonds commonly referred to as "junk bonds."

Full MFCIX 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 →
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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.