Is MMSRX or DVY a better dividend investment in 2026?

MMSRX currently yields 28.41% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: MMSRX offers higher current income.

What is the dividend yield difference between MMSRX and DVY?

MMSRX has a forward dividend yield of 28.41% ($2.00/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 24.95 percentage points.

Home › Compare › MMSRX vs DVY

MMSRX vs DVY: Dividend Comparison 2026

MMSRX yields 28.41% · DVY yields 3.46%● Live data

vsPost on X →

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

🏆 MMSRX wins by $95.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

MMSRX

● Live price

28.41%

Share price

$7.04

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$120.7K

Annual income

$15,231.92

Full MMSRX calculator →

DVY

● Live price

3.46%

Share price

$151.41

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.0K

Annual income

$432.91

Full DVY calculator →

Portfolio growth — MMSRX vs DVY

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

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Oct

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Nov

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Dec

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MMSRX 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.

MMSRX

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

$2,414.77/yr

After 10yr DRIP, annual income (after tax)

$12,947.13/yr

DVY

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

$294.47/yr

After 10yr DRIP, annual income (after tax)

$367.97/yr

At 15% tax rate, MMSRX beats the other by $12,579.16/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 MMSRX + DVY for your $10,000?

MMSRX: 50%DVY: 50%

100% DVY50/50100% MMSRX

Portfolio after 10yr

$72.9K

Annual income

$7,832.41/yr

Blended yield

10.75%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MMSRX buys

DVY buys

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

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

MetricMMSRXDVY

Forward yield	28.41% ✓	3.46%
Annual dividend / share	$2.00	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$120.7K ✓	$25.0K
Annual income after 10y	$15,231.92 ✓	$432.91
Total dividends collected	$80.6K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	MMSRX Portfolio	MMSRX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$13,541	$2,840.91	$11,046	$346.43	+$2.5K → MMSRX
2	$18,084	$3,595.19	$12,177	$357.65	+$5.9K → MMSRX
3	$23,837	$4,487.28	$13,398	$368.47	+$10.4K → MMSRX
4	$31,034	$5,527.89	$14,715	$378.89	+$16.3K → MMSRX
5	$39,932	$6,725.96	$16,134	$388.90	+$23.8K → MMSRX
6	$50,815	$8,088.33	$17,662	$398.51	+$33.2K → MMSRX
7	$63,992	$9,619.46	$19,306	$407.71	+$44.7K → MMSRX
8	$79,793	$11,321.31	$21,074	$416.50	+$58.7K → MMSRX
9	$98,572	$13,193.22	$22,974	$424.90	+$75.6K → MMSRX
10	$120,703	$15,231.92	$25,015	$432.91	+$95.7K → MMSRX

MMSRX vs DVY: Complete Analysis 2026

MMSRX — Stock

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 →

DVY — ETF

The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

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.