HomeCompareMVCAX vs DIVO

MVCAX vs DIVO: Dividend Comparison 2026

MVCAX yields 8.12% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MVCAX wins by $3.5K in total portfolio value
10 years
MVCAX
MVCAX
● Live price
8.12%
Share price
$30.38
Annual div
$2.47
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.2K
Annual income
$1,357.64
Full MVCAX calculator →
DIVO
DIVO
● Live price
6.49%
Share price
$44.85
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$981.68
Full DIVO calculator →

Portfolio growth — MVCAX vs DIVO

📍 MVCAX 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 PeriodMVCAXDIVO
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, MVCAX + DIVO cover 0 of 12 monthsgood coverage

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

MVCAX
Annual income on $10K today (after 15% tax)
$690.36/yr
After 10yr DRIP, annual income (after tax)
$1,153.99/yr
DIVO
Annual income on $10K today (after 15% tax)
$552.00/yr
After 10yr DRIP, annual income (after tax)
$834.43/yr
At 15% tax rate, MVCAX beats the other by $319.57/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MVCAX: 50%DIVO: 50%
100% DIVO50/50100% MVCAX
Portfolio after 10yr
$32.5K
Annual income
$1,169.66/yr
Blended yield
3.60%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MVCAX buys
0
DIVO buys
0
No recent congressional trades found for MVCAX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMVCAXDIVO
Forward yield8.12%6.49%
Annual dividend / share$2.47$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.2K$30.7K
Annual income after 10y$1,357.64$981.68
Total dividends collected$10.9K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMVCAX PortfolioMVCAX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,512$812.19$11,349$649.42+$163.00MVCAX
2$13,192$873.84$12,833$688.83+$359.00MVCAX
3$15,051$935.83$14,459$727.90+$592.00MVCAX
4$17,103$997.88$16,238$766.49+$865.00MVCAX
5$19,360$1,059.71$18,179$804.47+$1.2KMVCAX
6$21,836$1,121.07$20,293$841.71+$1.5KMVCAX
7$24,546$1,181.75$22,591$878.14+$2.0KMVCAX
8$27,506$1,241.52$25,087$913.65+$2.4KMVCAX
9$30,731$1,300.20$27,791$948.18+$2.9KMVCAX
10$34,240$1,357.64$30,718$981.68+$3.5KMVCAX

MVCAX vs DIVO: Complete Analysis 2026

MVCAXStock

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in issuers with medium market capitalizations. The adviser generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Value Index over the last 13 months at the time of purchase. It normally invests the fund's assets primarily in equity securities.

Full MVCAX 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.