HomeComparePFPMX vs DIVO

PFPMX vs DIVO: Dividend Comparison 2026

PFPMX yields 10.64% · DIVO yields 6.62%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PFPMX wins by $9.4K in total portfolio value
10 years
PFPMX
PFPMX
● Live price
10.64%
Share price
$37.65
Annual div
$4.01
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.4K
Annual income
$2,073.45
Full PFPMX calculator →
DIVO
DIVO
● Live price
6.62%
Share price
$44.00
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.0K
Annual income
$1,008.47
Full DIVO calculator →

Portfolio growth — PFPMX vs DIVO

📍 PFPMX 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 PeriodPFPMXDIVO
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, PFPMX + DIVO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
PFPMX pays
DIVO pays
Both pay
Neither
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Tax Bracket Optimizer

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

PFPMX
Annual income on $10K today (after 15% tax)
$904.43/yr
After 10yr DRIP, annual income (after tax)
$1,762.43/yr
DIVO
Annual income on $10K today (after 15% tax)
$562.67/yr
After 10yr DRIP, annual income (after tax)
$857.20/yr
At 15% tax rate, PFPMX beats the other by $905.23/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PFPMX: 50%DIVO: 50%
100% DIVO50/50100% PFPMX
Portfolio after 10yr
$35.7K
Annual income
$1,540.97/yr
Blended yield
4.32%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PFPMX buys
0
DIVO buys
0
No recent congressional trades found for PFPMX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPFPMXDIVO
Forward yield10.64%6.62%
Annual dividend / share$4.01$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.4K$31.0K
Annual income after 10y$2,073.45$1,008.47
Total dividends collected$15.6K$8.4K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPFPMX PortfolioPFPMX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,764$1,064.04$11,362$661.96+$402.00PFPMX
2$13,757$1,169.85$12,860$702.91+$897.00PFPMX
3$15,999$1,278.57$14,504$743.56+$1.5KPFPMX
4$18,509$1,389.62$16,303$783.73+$2.2KPFPMX
5$21,307$1,502.43$18,268$823.31+$3.0KPFPMX
6$24,414$1,616.41$20,408$862.17+$4.0KPFPMX
7$27,854$1,731.01$22,737$900.20+$5.1KPFPMX
8$31,650$1,845.71$25,266$937.31+$6.4KPFPMX
9$35,825$1,960.01$28,008$973.42+$7.8KPFPMX
10$40,407$2,073.45$30,977$1,008.47+$9.4KPFPMX

PFPMX vs DIVO: Complete Analysis 2026

PFPMXStock

The fund normally invests at least 80% of its net assets in mid-sized companies. The fund's managers consider a mid-sized company to be one that has a market capitalization between that of the smallest and largest constituents of the Russell Midcap® Index measured at the time of purchase. The Russell Midcap® Index includes approximately 800 of the smallest companies in the Russell 1000® Index. The fund may normally invest up to 20% of its net assets in smaller- and larger-capitalization companies.

Full PFPMX 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.