HomeComparePFPFX vs DVY

PFPFX vs DVY: Dividend Comparison 2026

PFPFX yields 9.24% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PFPFX wins by $11.8K in total portfolio value
10 years
PFPFX
PFPFX
● Live price
9.24%
Share price
$53.86
Annual div
$4.98
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.9K
Annual income
$1,653.15
Full PFPFX calculator →
DVY
DVY
● Live price
3.50%
Share price
$150.03
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$437.78
Full DVY calculator →

Portfolio growth — PFPFX vs DVY

📍 PFPFX 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 PeriodPFPFXDVY
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, PFPFX + DVY cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
PFPFX pays
DVY 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)
$785.16/yr
After 10yr DRIP, annual income (after tax)
$1,405.18/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, PFPFX beats the other by $1,033.06/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PFPFX: 50%DVY: 50%
100% DVY50/50100% PFPFX
Portfolio after 10yr
$31.0K
Annual income
$1,045.46/yr
Blended yield
3.38%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PFPFX buys
0
DVY buys
0
No recent congressional trades found for PFPFX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPFPFXDVY
Forward yield9.24%3.50%
Annual dividend / share$4.98$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.9K$25.1K
Annual income after 10y$1,653.15$437.78
Total dividends collected$12.9K$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPFPFX PortfolioPFPFX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,624$923.72$11,050$349.62+$574.00PFPFX
2$13,441$1,003.47$12,184$361.04+$1.3KPFPFX
3$15,466$1,084.43$13,409$372.07+$2.1KPFPFX
4$17,715$1,166.20$14,730$382.68+$3.0KPFPFX
5$20,203$1,248.38$16,154$392.89+$4.0KPFPFX
6$22,948$1,330.60$17,688$402.69+$5.3KPFPFX
7$25,967$1,412.50$19,338$412.07+$6.6KPFPFX
8$29,279$1,493.75$21,113$421.04+$8.2KPFPFX
9$32,902$1,574.06$23,020$429.61+$9.9KPFPFX
10$36,858$1,653.15$25,070$437.78+$11.8KPFPFX

PFPFX vs DVY: 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 →

DVYETF

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.