HomeCompareMMSRX vs DIVO

MMSRX vs DIVO: Dividend Comparison 2026

MMSRX yields 28.41% · DIVO yields 6.62%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MMSRX wins by $89.7K 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 →
DIVO
DIVO
● Live price
6.62%
Share price
$44.00
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.0K
Annual income
$1,008.47
Full DIVO calculator →

Portfolio growth — MMSRX vs DIVO

📍 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 PeriodMMSRXDIVO
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 + DIVO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
MMSRX pays
DIVO 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
DIVO
Annual income on $10K today (after 15% tax)
$562.67/yr
After 10yr DRIP, annual income (after tax)
$857.20/yr
At 15% tax rate, MMSRX beats the other by $12,089.93/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MMSRX: 50%DIVO: 50%
100% DIVO50/50100% MMSRX
Portfolio after 10yr
$75.8K
Annual income
$8,120.20/yr
Blended yield
10.71%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MMSRX buys
0
DIVO buys
0
No recent congressional trades found for MMSRX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMMSRXDIVO
Forward yield28.41%6.62%
Annual dividend / share$2.00$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$120.7K$31.0K
Annual income after 10y$15,231.92$1,008.47
Total dividends collected$80.6K$8.4K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMMSRX PortfolioMMSRX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$13,541$2,840.91$11,362$661.96+$2.2KMMSRX
2$18,084$3,595.19$12,860$702.91+$5.2KMMSRX
3$23,837$4,487.28$14,504$743.56+$9.3KMMSRX
4$31,034$5,527.89$16,303$783.73+$14.7KMMSRX
5$39,932$6,725.96$18,268$823.31+$21.7KMMSRX
6$50,815$8,088.33$20,408$862.17+$30.4KMMSRX
7$63,992$9,619.46$22,737$900.20+$41.3KMMSRX
8$79,793$11,321.31$25,266$937.31+$54.5KMMSRX
9$98,572$13,193.22$28,008$973.42+$70.6KMMSRX
10$120,703$15,231.92$30,977$1,008.47+$89.7KMMSRX

MMSRX vs DIVO: 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 →

DIVOETF

DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.

Full DIVO 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.