HomeComparePFPFX vs DIVO

PFPFX vs DIVO: Dividend Comparison 2026

PFPFX yields 9.06% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PFPFX wins by $5.7K in total portfolio value
10 years
PFPFX
PFPFX
● Live price
9.06%
Share price
$54.92
Annual div
$4.98
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.4K
Annual income
$1,603.70
Full PFPFX 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 — PFPFX vs DIVO

📍 PFPFX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodPFPFXDIVO
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%.
📅

Dividend Calendar Overlap

Combined, PFPFX + DIVO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PFPFX
Annual income on $10K today (after 15% tax)
$770.01/yr
After 10yr DRIP, annual income (after tax)
$1,363.15/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, PFPFX beats the other by $528.72/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PFPFX: 50%DIVO: 50%
100% DIVO50/50100% PFPFX
Portfolio after 10yr
$33.6K
Annual income
$1,292.69/yr
Blended yield
3.85%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PFPFX buys
0
DIVO buys
0
No recent congressional trades found for PFPFX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPFPFXDIVO
Forward yield9.06%6.49%
Annual dividend / share$4.98$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.4K$30.7K
Annual income after 10y$1,603.70$981.68
Total dividends collected$12.6K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPFPFX PortfolioPFPFX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,606$905.89$11,349$649.42+$257.00PFPFX
2$13,401$982.59$12,833$688.83+$568.00PFPFX
3$15,399$1,060.34$14,459$727.90+$940.00PFPFX
4$17,616$1,138.75$16,238$766.49+$1.4KPFPFX
5$20,067$1,217.45$18,179$804.47+$1.9KPFPFX
6$22,767$1,296.08$20,293$841.71+$2.5KPFPFX
7$25,735$1,374.31$22,591$878.14+$3.1KPFPFX
8$28,989$1,451.85$25,087$913.65+$3.9KPFPFX
9$32,546$1,528.39$27,791$948.18+$4.8KPFPFX
10$36,428$1,603.70$30,718$981.68+$5.7KPFPFX

PFPFX vs DIVO: Complete Analysis 2026

PFPFXStock

The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by investing primarily in the common stocks of underappreciated companies and industries. It generally focuses on 25 to 35 companies with (i) an investment grade debt rating, (ii) a history of paying common stock dividends, and (iii) a market capitalization among the top 1,000 companies in the United States.

Full PFPFX 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 →
📬

Get this PFPFX vs DIVO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

PFPFX vs SCHDPFPFX vs JEPIPFPFX vs OPFPFX vs KOPFPFX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.