Is PBFKX or DVY a better dividend investment in 2026?

PBFKX currently yields 4.59% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: PBFKX offers higher current income.

What is the dividend yield difference between PBFKX and DVY?

PBFKX has a forward dividend yield of 4.59% ($0.39/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 1.13 percentage points.

Home › Compare › PBFKX vs DVY

PBFKX vs DVY: Dividend Comparison 2026

PBFKX yields 4.59% · DVY yields 3.46%● Live data

vsPost on X →

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

🏆 PBFKX wins by $2.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

PBFKX

● Live price

4.59%

Share price

$8.45

Annual div

$0.39

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$27.0K

Annual income

$616.76

Full PBFKX 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 — PBFKX vs DVY

📍 PBFKX 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	PBFKX	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, PBFKX + 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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PBFKX 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.

PBFKX

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

$390.57/yr

After 10yr DRIP, annual income (after tax)

$524.25/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, PBFKX beats the other by $156.27/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 PBFKX + DVY for your $10,000?

PBFKX: 50%DVY: 50%

100% DVY50/50100% PBFKX

Portfolio after 10yr

$26.0K

Annual income

$524.83/yr

Blended yield

2.02%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PBFKX buys

DVY buys

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

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

MetricPBFKXDVY

Forward yield	4.59% ✓	3.46%
Annual dividend / share	$0.39	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$27.0K ✓	$25.0K
Annual income after 10y	$616.76 ✓	$432.91
Total dividends collected	$5.4K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	PBFKX Portfolio	PBFKX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,159	$459.49	$11,046	$346.43	+$113.00 → PBFKX
2	$12,420	$479.22	$12,177	$357.65	+$243.00 → PBFKX
3	$13,788	$498.46	$13,398	$368.47	+$390.00 → PBFKX
4	$15,270	$517.15	$14,715	$378.89	+$555.00 → PBFKX
5	$16,874	$535.28	$16,134	$388.90	+$740.00 → PBFKX
6	$18,608	$552.82	$17,662	$398.51	+$946.00 → PBFKX
7	$20,481	$569.74	$19,306	$407.71	+$1.2K → PBFKX
8	$22,500	$586.05	$21,074	$416.50	+$1.4K → PBFKX
9	$24,677	$601.72	$22,974	$424.90	+$1.7K → PBFKX
10	$27,021	$616.76	$25,015	$432.91	+$2.0K → PBFKX

PBFKX vs DVY: Complete Analysis 2026

PBFKX — Stock

Normally, the fund invests at least 80% of its net assets in debt securities issued or guaranteed by the U.S. government, its agencies and instrumentalities, investment grade debt securities (including convertible debt) of corporate or other issuers and cash, cash equivalents and other short-term holdings. The fund may invest a substantial portion of its assets in mortgage-related securities, including commercial mortgage-backed securities, collateralized mortgage obligations, credit risk transfer securities, and “sub-prime” mortgages, and asset-backed securities.

Full PBFKX 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.