Is RWMFX or DVY a better dividend investment in 2026?

RWMFX currently yields 10.70% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: RWMFX offers higher current income.

What is the dividend yield difference between RWMFX and DVY?

RWMFX has a forward dividend yield of 10.70% ($6.73/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 7.24 percentage points.

Home › Compare › RWMFX vs DVY

RWMFX vs DVY: Dividend Comparison 2026

RWMFX yields 10.70% · DVY yields 3.46%● Live data

vsPost on X →

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

🏆 RWMFX wins by $15.6K in total portfolio value

INVESTMENT

TIME HORIZON10 years

RWMFX

● Live price

10.70%

Share price

$62.88

Annual div

$6.73

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$40.6K

Annual income

$2,094.20

Full RWMFX calculator →

DVY

● Live price

3.46%

Share price

$151.41

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.0K

Annual income

$432.91

Full DVY calculator →

Portfolio growth — RWMFX vs DVY

📍 RWMFX 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 Period	RWMFX	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%.

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Dividend Calendar Overlap

Combined, RWMFX + DVY cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

—

Jul

—

Aug

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Sep

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Oct

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Nov

—

Dec

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RWMFX pays

DVY pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

RWMFX

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

$909.92/yr

After 10yr DRIP, annual income (after tax)

$1,780.07/yr

DVY

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

$294.47/yr

After 10yr DRIP, annual income (after tax)

$367.97/yr

At 15% tax rate, RWMFX beats the other by $1,412.10/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

RWMFX: 50%DVY: 50%

100% DVY50/50100% RWMFX

Portfolio after 10yr

$32.8K

Annual income

$1,263.55/yr

Blended yield

3.85%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RWMFX buys

DVY buys

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

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

MetricRWMFXDVY

Forward yield	10.70% ✓	3.46%
Annual dividend / share	$6.73 ✓	$5.25
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$40.6K ✓	$25.0K
Annual income after 10y	$2,094.20 ✓	$432.91
Total dividends collected	$15.8K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	RWMFX Portfolio	RWMFX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,770	$1,070.50	$11,046	$346.43	+$724.00 → RWMFX
2	$13,772	$1,177.60	$12,177	$357.65	+$1.6K → RWMFX
3	$16,024	$1,287.71	$13,398	$368.47	+$2.6K → RWMFX
4	$18,546	$1,400.23	$14,715	$378.89	+$3.8K → RWMFX
5	$21,358	$1,514.59	$16,134	$388.90	+$5.2K → RWMFX
6	$24,484	$1,630.19	$17,662	$398.51	+$6.8K → RWMFX
7	$27,944	$1,746.47	$19,306	$407.71	+$8.6K → RWMFX
8	$31,763	$1,862.90	$21,074	$416.50	+$10.7K → RWMFX
9	$35,965	$1,978.97	$22,974	$424.90	+$13.0K → RWMFX
10	$40,577	$2,094.20	$25,015	$432.91	+$15.6K → RWMFX

RWMFX vs DVY: Complete Analysis 2026

RWMFX — Stock

The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks.

Full RWMFX 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 →

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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.