HomeCompareMRIGX vs HDV

MRIGX vs HDV: Dividend Comparison 2026

MRIGX yields 10.30% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MRIGX wins by $15.2K in total portfolio value
10 years
MRIGX
MRIGX
● Live price
10.30%
Share price
$27.41
Annual div
$2.82
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.5K
Annual income
$1,965.91
Full MRIGX 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 — MRIGX vs HDV

📍 MRIGX 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 PeriodMRIGXHDV
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, MRIGX + HDV cover 0 of 12 monthsgood coverage

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

MRIGX
Annual income on $10K today (after 15% tax)
$875.40/yr
After 10yr DRIP, annual income (after tax)
$1,671.02/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, MRIGX beats the other by $1,372.07/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MRIGX: 50%HDV: 50%
100% HDV50/50100% MRIGX
Portfolio after 10yr
$31.9K
Annual income
$1,158.81/yr
Blended yield
3.63%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MRIGX buys
0
HDV buys
0
No recent congressional trades found for MRIGX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMRIGXHDV
Forward yield10.30%2.92%
Annual dividend / share$2.82$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$39.5K$24.3K
Annual income after 10y$1,965.91$351.71
Total dividends collected$14.9K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMRIGX PortfolioMRIGX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,730$1,029.89$11,002$291.67+$728.00MRIGX
2$13,680$1,129.01$12,082$299.61+$1.6KMRIGX
3$15,868$1,230.57$13,247$307.23+$2.6KMRIGX
4$18,313$1,334.03$14,503$314.52+$3.8KMRIGX
5$21,034$1,438.84$15,854$321.50+$5.2KMRIGX
6$24,051$1,544.50$17,308$328.15+$6.7KMRIGX
7$27,385$1,650.49$18,871$334.49+$8.5KMRIGX
8$31,058$1,756.34$20,551$340.53+$10.5KMRIGX
9$35,094$1,861.62$22,357$346.27+$12.7KMRIGX
10$39,516$1,965.91$24,296$351.71+$15.2KMRIGX

MRIGX vs HDV: Complete Analysis 2026

MRIGXStock

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 MRIGX 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.