Is PMBIX or DVY a better dividend investment in 2026?

PMBIX currently yields 3.93% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: PMBIX offers higher current income.

What is the dividend yield difference between PMBIX and DVY?

PMBIX has a forward dividend yield of 3.93% ($0.33/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 0.43 percentage points.

Home › Compare › PMBIX vs DVY

PMBIX vs DVY: Dividend Comparison 2026

PMBIX yields 3.93% · DVY yields 3.50%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 PMBIX wins by $746.00 in total portfolio value

INVESTMENT

TIME HORIZON10 years

PMBIX

● Live price

3.93%

Share price

$8.40

Annual div

$0.33

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.8K

Annual income

$505.05

Full PMBIX calculator →

DVY

● Live price

3.50%

Share price

$150.03

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.1K

Annual income

$437.78

Full DVY calculator →

Portfolio growth — PMBIX vs DVY

📍 PMBIX 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 Period	PMBIX	DVY
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, PMBIX + DVY cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

PMBIX pays

DVY pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

PMBIX

Annual income on $10K today (after 15% tax)

$333.65/yr

After 10yr DRIP, annual income (after tax)

$429.29/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, PMBIX beats the other by $57.18/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

PMBIX: 50%DVY: 50%

100% DVY50/50100% PMBIX

Portfolio after 10yr

$25.4K

Annual income

$471.42/yr

Blended yield

1.85%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PMBIX buys

DVY buys

No recent congressional trades found for PMBIX or DVY in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricPMBIXDVY

Forward yield	3.93% ✓	3.50%
Annual dividend / share	$0.33	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$25.8K ✓	$25.1K
Annual income after 10y	$505.05 ✓	$437.78
Total dividends collected	$4.5K ✓	$4.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	PMBIX Portfolio	PMBIX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,093	$392.52	$11,050	$349.62	+$43.00 → PMBIX
2	$12,276	$406.92	$12,184	$361.04	+$92.00 → PMBIX
3	$13,556	$420.87	$13,409	$372.07	+$147.00 → PMBIX
4	$14,939	$434.36	$14,730	$382.68	+$209.00 → PMBIX
5	$16,433	$447.37	$16,154	$392.89	+$279.00 → PMBIX
6	$18,043	$459.89	$17,688	$402.69	+$355.00 → PMBIX
7	$19,778	$471.92	$19,338	$412.07	+$440.00 → PMBIX
8	$21,645	$483.45	$21,113	$421.04	+$532.00 → PMBIX
9	$23,655	$494.50	$23,020	$429.61	+$635.00 → PMBIX
10	$25,816	$505.05	$25,070	$437.78	+$746.00 → PMBIX

PMBIX vs DVY: Complete Analysis 2026

PMBIX — Stock

The fund normally invests at least 65% of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. It may invest, without limitation, in derivative instruments, such as options, futures contracts or swap agreements, or in mortgage- or asset-backed securities. The fund may also invest up to 10% of its total assets in preferred securities.

Full PMBIX Calculator →

DVY — ETF

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 →

📬

Get this PMBIX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

PMBIX vs SCHD PMBIX vs JEPI PMBIX vs O PMBIX vs KO PMBIX 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.