HomeCompareMRAGX vs SCHD

MRAGX vs SCHD: Dividend Comparison 2026

MRAGX yields 10.89% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MRAGX wins by $12.1K in total portfolio value
10 years
MRAGX
MRAGX
● Live price
10.89%
Share price
$25.93
Annual div
$2.82
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.1K
Annual income
$2,153.21
Full MRAGX calculator →
SCHD
Schwab U.S. Dividend Equity ETF
● Live price
3.44%
Share price
$30.68
Annual div
$1.06
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$422.61
Full SCHD calculator →

Portfolio growth — MRAGX vs SCHD

📍 MRAGX 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 PeriodMRAGXSCHD
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, MRAGX + SCHD cover 0 of 12 monthsgood coverage

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

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

MRAGX
Annual income on $10K today (after 15% tax)
$925.37/yr
After 10yr DRIP, annual income (after tax)
$1,830.23/yr
SCHD
Annual income on $10K today (after 15% tax)
$292.49/yr
After 10yr DRIP, annual income (after tax)
$359.22/yr
At 15% tax rate, MRAGX beats the other by $1,471.01/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of MRAGX + SCHD for your $10,000?

MRAGX: 50%SCHD: 50%
100% SCHD50/50100% MRAGX
Portfolio after 10yr
$35.0K
Annual income
$1,287.91/yr
Blended yield
3.68%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MRAGX buys
0
SCHD buys
0
No recent congressional trades found for MRAGX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMRAGXSCHD
Forward yield10.89%3.44%
Annual dividend / share$2.82$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$41.1K$29.0K
Annual income after 10y$2,153.21$422.61
Total dividends collected$16.1K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: MRAGX vs SCHD ($10,000, DRIP)

YearMRAGX PortfolioMRAGX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,789$1,088.67$11,224$344.10+$565.00MRAGX
2$13,813$1,199.44$12,567$354.98+$1.2KMRAGX
3$16,094$1,313.49$14,038$365.30+$2.1KMRAGX
4$18,651$1,430.22$15,648$375.06+$3.0KMRAGX
5$21,505$1,549.00$17,410$384.27+$4.1KMRAGX
6$24,680$1,669.24$19,335$392.95+$5.3KMRAGX
7$28,198$1,790.33$21,437$401.10+$6.8KMRAGX
8$32,083$1,911.70$23,733$408.75+$8.3KMRAGX
9$36,362$2,032.83$26,237$415.91+$10.1KMRAGX
10$41,060$2,153.21$28,968$422.61+$12.1KMRAGX

MRAGX vs SCHD: Complete Analysis 2026

MRAGXStock

Under normal circumstances, the fund emphasizes small- and mid-capitalization growth companies that the Investment Adviser believes may have prospects for above-average growth in revenues and earnings because of many factors, including high sales growth, high unit growth and industry growth, high or improving returns on assets and equity and a strong balance sheet. It may invest up to 25% of its total assets, calculated at the time of purchase, in securities of foreign companies, including emerging market companies.

Full MRAGX Calculator →

SCHDETF

The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index.

Full SCHD 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.