OTCNX yields 13.86% · DVY yields 3.46%● Live data
📍 OTCNX pulled ahead of the other in Year 1
Combined, OTCNX + 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 OTCNX + DVY for your $10,000?
The fund mainly invests in common stocks of "growth companies." Growth companies are companies that the portfolio managers expect to have above-average growth rates. The Advisor intends, under normal circumstances, to focus primarily on companies that are similar in size to companies in the Russell 1000 Growth Index. The fund invests primarily in U.S. companies but may also purchase securities of issuers in any country, including developed countries and emerging markets. It is non-diversified.
Full OTCNX 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.