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PFINX vs DIVO: Dividend Comparison 2026

PFINX yields 5.19% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DIVO wins by $2.6K in total portfolio value
10 years
PFINX
PFINX
● Live price
5.19%
Share price
$9.55
Annual div
$0.50
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.1K
Annual income
$723.41
Full PFINX calculator →
DIVO
DIVO
● Live price
6.49%
Share price
$44.85
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$981.68
Full DIVO calculator →

Portfolio growth — PFINX vs DIVO

📍 DIVO 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 PeriodPFINXDIVO
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, PFINX + DIVO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
PFINX pays
DIVO pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

PFINX
Annual income on $10K today (after 15% tax)
$441.25/yr
After 10yr DRIP, annual income (after tax)
$614.90/yr
DIVO
Annual income on $10K today (after 15% tax)
$552.00/yr
After 10yr DRIP, annual income (after tax)
$834.43/yr
At 15% tax rate, DIVO beats the other by $219.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of PFINX + DIVO for your $10,000?

PFINX: 50%DIVO: 50%
100% DIVO50/50100% PFINX
Portfolio after 10yr
$29.4K
Annual income
$852.54/yr
Blended yield
2.90%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PFINX buys
0
DIVO buys
0
No recent congressional trades found for PFINX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPFINXDIVO
Forward yield5.19%6.49%
Annual dividend / share$0.50$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.1K$30.7K
Annual income after 10y$723.41$981.68
Total dividends collected$6.3K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: PFINX vs DIVO ($10,000, DRIP)

YearPFINX PortfolioPFINX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,219$519.12$11,349$649.42$130.00DIVO
2$12,549$544.31$12,833$688.83$284.00DIVO
3$13,996$568.99$14,459$727.90$463.00DIVO
4$15,569$593.10$16,238$766.49$669.00DIVO
5$17,275$616.59$18,179$804.47$904.00DIVO
6$19,124$639.41$20,293$841.71$1.2KDIVO
7$21,124$661.53$22,591$878.14$1.5KDIVO
8$23,286$682.91$25,087$913.65$1.8KDIVO
9$25,619$703.54$27,791$948.18$2.2KDIVO
10$28,136$723.41$30,718$981.68$2.6KDIVO

PFINX vs DIVO: Complete Analysis 2026

PFINXStock

The investment seeks maximum total return, consistent with prudent investment management. The fund invests at least 80% of its assets in a diversified portfolio of preferred securities and Capital Securities. "Capital Securities" include securities issued by U.S. and non-U.S. financial institutions that can be used to satisfy their regulatory capital requirements. It will invest under normal circumstances at least 25% of its net assets in preferred securities. The fund may invest up to 20% of its total assets in common stock. It may also invest in contingent convertible securities.

Full PFINX Calculator →

DIVOETF

DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.

Full DIVO 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.