HomeCompareMMSRX vs DGRO

MMSRX vs DGRO: Dividend Comparison 2026

MMSRX yields 28.41% · DGRO yields 2.13%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MMSRX wins by $89.1K in total portfolio value
10 years
MMSRX
MMSRX
● Live price
28.41%
Share price
$7.04
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$120.7K
Annual income
$15,231.92
Full MMSRX calculator →
DGRO
iShares Core Dividend Growth ETF
● Live price
2.13%
Share price
$68.98
Annual div
$1.47
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.6K
Annual income
$239.96
Full DGRO calculator →

Portfolio growth — MMSRX vs DGRO

📍 MMSRX 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 PeriodMMSRXDGRO
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, MMSRX + DGRO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
MMSRX pays
DGRO pays
Both pay
Neither
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Tax Bracket Optimizer

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

MMSRX
Annual income on $10K today (after 15% tax)
$2,414.77/yr
After 10yr DRIP, annual income (after tax)
$12,947.13/yr
DGRO
Annual income on $10K today (after 15% tax)
$181.24/yr
After 10yr DRIP, annual income (after tax)
$203.97/yr
At 15% tax rate, MMSRX beats the other by $12,743.17/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of MMSRX + DGRO for your $10,000?

MMSRX: 50%DGRO: 50%
100% DGRO50/50100% MMSRX
Portfolio after 10yr
$76.2K
Annual income
$7,735.94/yr
Blended yield
10.16%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MMSRX buys
0
DGRO buys
0
No recent congressional trades found for MMSRX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMMSRXDGRO
Forward yield28.41%2.13%
Annual dividend / share$2.00$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$120.7K$31.6K
Annual income after 10y$15,231.92$239.96
Total dividends collected$80.6K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: MMSRX vs DGRO ($10,000, DRIP)

YearMMSRX PortfolioMMSRX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$13,541$2,840.91$11,293$213.22+$2.2KMMSRX
2$18,084$3,595.19$12,730$217.32+$5.4KMMSRX
3$23,837$4,487.28$14,326$221.10+$9.5KMMSRX
4$31,034$5,527.89$16,098$224.56+$14.9KMMSRX
5$39,932$6,725.96$18,064$227.74+$21.9KMMSRX
6$50,815$8,088.33$20,246$230.65+$30.6KMMSRX
7$63,992$9,619.46$22,666$233.30+$41.3KMMSRX
8$79,793$11,321.31$25,349$235.73+$54.4KMMSRX
9$98,572$13,193.22$28,325$237.94+$70.2KMMSRX
10$120,703$15,231.92$31,624$239.96+$89.1KMMSRX

MMSRX vs DGRO: Complete Analysis 2026

MMSRXStock

The adviser pursues the fund's objective by investing, under normal circumstances, at least 80% of the fund's assets in equity securities of mid-capitalization companies. Mid-capitalization companies means those companies with market capitalizations within the range of companies included in the S&P MidCap 400® Index.

Full MMSRX Calculator →

DGROETF

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.

Full DGRO 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.