HomeComparePKSFX vs DIVO

PKSFX vs DIVO: Dividend Comparison 2026

PKSFX yields 14.08% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PKSFX wins by $19.7K in total portfolio value
10 years
PKSFX
PKSFX
● Live price
14.08%
Share price
$49.40
Annual div
$6.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$50.4K
Annual income
$3,370.49
Full PKSFX 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 — PKSFX vs DIVO

📍 PKSFX 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 PeriodPKSFXDIVO
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, PKSFX + DIVO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
PKSFX 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.

PKSFX
Annual income on $10K today (after 15% tax)
$1,197.13/yr
After 10yr DRIP, annual income (after tax)
$2,864.92/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, PKSFX beats the other by $2,030.49/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PKSFX: 50%DIVO: 50%
100% DIVO50/50100% PKSFX
Portfolio after 10yr
$40.6K
Annual income
$2,176.09/yr
Blended yield
5.36%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PKSFX buys
0
DIVO buys
0
No recent congressional trades found for PKSFX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPKSFXDIVO
Forward yield14.08%6.49%
Annual dividend / share$6.96$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$50.4K$30.7K
Annual income after 10y$3,370.49$981.68
Total dividends collected$23.5K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPKSFX PortfolioPKSFX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$12,108$1,408.39$11,349$649.42+$759.00PKSFX
2$14,550$1,593.77$12,833$688.83+$1.7KPKSFX
3$17,358$1,789.83$14,459$727.90+$2.9KPKSFX
4$20,569$1,995.60$16,238$766.49+$4.3KPKSFX
5$24,219$2,210.02$18,179$804.47+$6.0KPKSFX
6$28,346$2,431.94$20,293$841.71+$8.1KPKSFX
7$32,990$2,660.17$22,591$878.14+$10.4KPKSFX
8$38,193$2,893.48$25,087$913.65+$13.1KPKSFX
9$43,997$3,130.66$27,791$948.18+$16.2KPKSFX
10$50,447$3,370.49$30,718$981.68+$19.7KPKSFX

PKSFX vs DIVO: Complete Analysis 2026

PKSFXStock

Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.

Full PKSFX 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.