HomeComparePJFZX vs HDV

PJFZX vs HDV: Dividend Comparison 2026

PJFZX yields 12.66% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PJFZX wins by $21.7K in total portfolio value
10 years
PJFZX
PJFZX
● Live price
12.66%
Share price
$63.83
Annual div
$8.08
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$46.0K
Annual income
$2,783.59
Full PJFZX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — PJFZX vs HDV

📍 PJFZX 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 PeriodPJFZXHDV
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, PJFZX + HDV cover 0 of 12 monthsgood coverage

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

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

PJFZX
Annual income on $10K today (after 15% tax)
$1,075.88/yr
After 10yr DRIP, annual income (after tax)
$2,366.05/yr
HDV
Annual income on $10K today (after 15% tax)
$247.92/yr
After 10yr DRIP, annual income (after tax)
$298.95/yr
At 15% tax rate, PJFZX beats the other by $2,067.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of PJFZX + HDV for your $10,000?

PJFZX: 50%HDV: 50%
100% HDV50/50100% PJFZX
Portfolio after 10yr
$35.2K
Annual income
$1,567.65/yr
Blended yield
4.46%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PJFZX buys
0
HDV buys
0
No recent congressional trades found for PJFZX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPJFZXHDV
Forward yield12.66%2.92%
Annual dividend / share$8.08$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$46.0K$24.3K
Annual income after 10y$2,783.59$351.71
Total dividends collected$20.0K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: PJFZX vs HDV ($10,000, DRIP)

YearPJFZX PortfolioPJFZX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,966$1,265.74$11,002$291.67+$964.00PJFZX
2$14,219$1,415.47$12,082$299.61+$2.1KPJFZX
3$16,786$1,571.96$13,247$307.23+$3.5KPJFZX
4$19,696$1,734.38$14,503$314.52+$5.2KPJFZX
5$22,976$1,901.86$15,854$321.50+$7.1KPJFZX
6$26,658$2,073.49$17,308$328.15+$9.3KPJFZX
7$30,772$2,248.37$18,871$334.49+$11.9KPJFZX
8$35,352$2,425.60$20,551$340.53+$14.8KPJFZX
9$40,431$2,604.29$22,357$346.27+$18.1KPJFZX
10$46,045$2,783.59$24,296$351.71+$21.7KPJFZX

PJFZX vs HDV: Complete Analysis 2026

PJFZXStock

The fund normally invests at least 65% of its total assets in equity and equity-related securities of companies that exceed $1 billion in market capitalization and that the manager believes have above-average growth prospects. These companies are generally considered medium- to large-capitalization companies. Equity-related securities in which the fund primarily invests are common stocks, nonconvertible preferred stocks and convertible securities.

Full PJFZX Calculator →

HDVETF

The iShares Core High Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full HDV 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.