Is OAKGX or DVY a better dividend investment in 2026?

OAKGX currently yields 1.17% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: DVY offers higher current income.

What is the dividend yield difference between OAKGX and DVY?

OAKGX has a forward dividend yield of 1.17% ($0.43/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 2.29 percentage points.

Home › Compare › OAKGX vs DVY

OAKGX vs DVY: Dividend Comparison 2026

OAKGX yields 1.17% · DVY yields 3.46%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 DVY wins by $3.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

OAKGX

● Live price

1.17%

Share price

$36.89

Annual div

$0.43

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$21.4K

Annual income

$126.76

Full OAKGX calculator →

DVY

● Live price

3.46%

Share price

$151.41

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.0K

Annual income

$432.91

Full DVY calculator →

Portfolio growth — OAKGX vs DVY

📍 DVY 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 Period	OAKGX	DVY
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, OAKGX + DVY cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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OAKGX pays

DVY pays

Both pay

Neither

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Tax Bracket Optimizer

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

OAKGX

Annual income on $10K today (after 15% tax)

$99.84/yr

After 10yr DRIP, annual income (after tax)

$107.75/yr

DVY

Annual income on $10K today (after 15% tax)

$294.47/yr

After 10yr DRIP, annual income (after tax)

$367.97/yr

At 15% tax rate, DVY beats the other by $260.23/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

OAKGX: 50%DVY: 50%

100% DVY50/50100% OAKGX

Portfolio after 10yr

$23.2K

Annual income

$279.83/yr

Blended yield

1.21%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OAKGX buys

DVY buys

No recent congressional trades found for OAKGX or DVY in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricOAKGXDVY

Forward yield	1.17%	3.46% ✓
Annual dividend / share	$0.43	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$21.4K	$25.0K ✓
Annual income after 10y	$126.76	$432.91 ✓
Total dividends collected	$1.2K	$3.9K ✓
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	OAKGX Portfolio	OAKGX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$10,817	$117.46	$11,046	$346.43	$229.00 → DVY
2	$11,693	$118.75	$12,177	$357.65	$484.00 → DVY
3	$12,632	$119.96	$13,398	$368.47	$766.00 → DVY
4	$13,637	$121.12	$14,715	$378.89	$1.1K → DVY
5	$14,714	$122.20	$16,134	$388.90	$1.4K → DVY
6	$15,867	$123.22	$17,662	$398.51	$1.8K → DVY
7	$17,102	$124.19	$19,306	$407.71	$2.2K → DVY
8	$18,424	$125.10	$21,074	$416.50	$2.6K → DVY
9	$19,840	$125.95	$22,974	$424.90	$3.1K → DVY
10	$21,356	$126.76	$25,015	$432.91	$3.7K → DVY

OAKGX vs DVY: Complete Analysis 2026

OAKGX — Stock

The fund invests primarily in a diversified portfolio of common stocks of U.S. and non-U.S. companies. It invests in the securities of companies located in at least three countries. The fund invests between 25-75% of its total assets in securities of U.S. companies and between 25-75% of its total assets in securities of non-U.S. companies. It may invest in the securities of large-, mid-, and small-capitalization companies. The fund uses a value investment philosophy in selecting equity securities.

Full OAKGX Calculator →

DVY — ETF

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 →

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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.