NCVLX yields 1.73% · DVY yields 3.46%● Live data
📍 DVY pulled ahead of the other in Year 1
Combined, NCVLX + DVY 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 NCVLX + DVY for your $10,000?
The fund invests primarily in common stocks of companies organized in the United States that the Adviser believes are high quality, though temporarily out of favor. It typically invests in a portfolio of 15 to 35 companies of various market capitalizations and is considered an all-cap strategy. Although the fund will invest primarily in the common stocks of U.S. companies, the fund may invest up to 25% of its assets in ADRs or common stocks of foreign companies that are classified as "developed" by MSCI Inc. It is non-diversified.
Full NCVLX Calculator →The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.
Full DVY 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.