Home › Compare › MXAPX vs SCHD
MXAPX yields 9.27% · SCHD yields 3.44%● Live data
📍 MXAPX pulled ahead of the other in Year 1
Combined, MXAPX + SCHD cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of MXAPX + SCHD for your $10,000?
The fund usually invests in underlying equity funds according to the following asset allocation ranges: 10% to 40% of assets in international funds, 0%-15% of assets in emerging markets funds, 5% to 35% of assets in small cap funds, 10% to 40% of assets in mid cap funds, 25% to 45% of assets in large cap funds, 0-10% of assets in real estate, and 0% to 10% in bond fund and 0% to 10% in short term bond funds. While the fund is non-diversified, it invests in diversified underlying holdings.
Full MXAPX Calculator →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 →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.