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MRSRX vs DVY: Dividend Comparison 2026

MRSRX yields 5.13% · DVY yields 4.00%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $25.00 in total portfolio value· pulled ahead in Year 10
10 years
MRSRX
MRSRX
● Live price
5.13%
Share price
$25.28
Annual div
$1.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$712.33
Full MRSRX calculator →
DVY
DVY
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full DVY calculator →

Portfolio growth — MRSRX vs DVY

📍 DVY pulled ahead of the other in Year 10

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 PeriodMRSRXDVY
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, MRSRX + DVY cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
MRSRX pays
DVY pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

MRSRX
Annual income on $10K today (after 15% tax)
$436.14/yr
After 10yr DRIP, annual income (after tax)
$605.48/yr
DVY
Annual income on $10K today (after 15% tax)
$340.00/yr
After 10yr DRIP, annual income (after tax)
$764.31/yr
At 15% tax rate, DVY beats the other by $158.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of MRSRX + DVY for your $10,000?

MRSRX: 50%DVY: 50%
100% DVY50/50100% MRSRX
Portfolio after 10yr
$28.0K
Annual income
$805.77/yr
Blended yield
2.87%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MRSRX buys
0
DVY buys
0
No recent congressional trades found for MRSRX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMRSRXDVY
Forward yield5.13% ✓4.00%
Annual dividend / share$1.30$2.00 ✓
Payout ratio50%50%
1-year div growth0%5% ✓
5-year div CAGR0%5% ✓
Portfolio after 10y$28.0K$28.0K
Annual income after 10y$712.33$899.19 ✓
Total dividends collected$6.2K$6.4K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMRSRX PortfolioMRSRX Income/yrDVY PortfolioDVY Income/yrGap
1$11,213$513.11$11,120$420.00+$93.00 → MRSRX
2$12,536$537.71$12,357$458.31+$179.00 → MRSRX
3$13,975$561.81$13,721$499.76+$254.00 → MRSRX
4$15,539$585.34$15,227$544.58+$312.00 → MRSRX
5$17,235$608.25$16,885$593.02+$350.00 → MRSRX
6$19,072$630.51$18,713$645.34+$359.00 → MRSRX
7$21,059$652.06$20,724$701.81+$335.00 → MRSRX
8$23,206$672.90$22,938$762.73+$268.00 → MRSRX
9$25,523$692.99$25,372$828.41+$151.00 → MRSRX
10← crossover$28,022$712.33$28,047$899.19$25.00 → DVY

MRSRX vs DVY: Complete Analysis 2026

MRSRX — Stock

The fund normally invests its assets primarily in foreign equity securities, including emerging market equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS normally invests the fund's assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the fund's assets in issuers in a single industry, sector, country, or region.

Full MRSRX Calculator →

DVY — ETF

DVY is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in DVY shares.

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.