Is OCMAX or DVY a better dividend investment in 2026?

OCMAX currently yields 5.89% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: OCMAX offers higher current income.

What is the dividend yield difference between OCMAX and DVY?

OCMAX has a forward dividend yield of 5.89% ($2.04/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 2.39 percentage points.

Home › Compare › OCMAX vs DVY

OCMAX vs DVY: Dividend Comparison 2026

OCMAX yields 5.89% · DVY yields 3.50%● Live data

vsPost on X →

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

🏆 OCMAX wins by $4.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

OCMAX

● Live price

5.89%

Share price

$34.65

Annual div

$2.04

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.5K

Annual income

$857.59

Full OCMAX calculator →

DVY

● Live price

3.50%

Share price

$150.03

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.1K

Annual income

$437.78

Full DVY calculator →

Portfolio growth — OCMAX vs DVY

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

Jan

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Feb

—

Mar

—

Apr

—

May

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Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

OCMAX 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.

OCMAX

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

$500.70/yr

After 10yr DRIP, annual income (after tax)

$728.95/yr

DVY

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

$297.17/yr

After 10yr DRIP, annual income (after tax)

$372.11/yr

At 15% tax rate, OCMAX beats the other by $356.84/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

OCMAX: 50%DVY: 50%

100% DVY50/50100% OCMAX

Portfolio after 10yr

$27.3K

Annual income

$647.69/yr

Blended yield

2.37%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OCMAX buys

DVY buys

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

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

MetricOCMAXDVY

Forward yield	5.89% ✓	3.50%
Annual dividend / share	$2.04	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$29.5K ✓	$25.1K
Annual income after 10y	$857.59 ✓	$437.78
Total dividends collected	$7.3K ✓	$4.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	OCMAX Portfolio	OCMAX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,289	$589.06	$11,050	$349.62	+$239.00 → OCMAX
2	$12,701	$621.49	$12,184	$361.04	+$517.00 → OCMAX
3	$14,243	$653.46	$13,409	$372.07	+$834.00 → OCMAX
4	$15,925	$684.89	$14,730	$382.68	+$1.2K → OCMAX
5	$17,756	$715.66	$16,154	$392.89	+$1.6K → OCMAX
6	$19,744	$745.72	$17,688	$402.69	+$2.1K → OCMAX
7	$21,901	$774.99	$19,338	$412.07	+$2.6K → OCMAX
8	$24,238	$803.42	$21,113	$421.04	+$3.1K → OCMAX
9	$26,765	$830.97	$23,020	$429.61	+$3.7K → OCMAX
10	$29,497	$857.59	$25,070	$437.78	+$4.4K → OCMAX

OCMAX vs DVY: Complete Analysis 2026

OCMAX — Stock

The fund principally invests (normally at least 80% of its net assets, plus borrowings for investment purposes) in equity securities of domestic and foreign companies of any size engaged in all sectors of the gold mining and precious metals industries. A foreign company is one that is organized under the laws of a foreign country and has the principal trading market for its stock in a foreign country. The fund is non-diversified.

Full OCMAX 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.