HomeCompareSCGVX vs EQR

SCGVX vs EQR: Dividend Comparison 2026

SCGVX yields 56.51% · EQR yields 4.73%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SCGVX wins by $507.8K in total portfolio value
10 years
SCGVX
SCGVX
● Live price
56.51%
Share price
$18.22
Annual div
$10.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$548.3K
Annual income
$122,352.66
Full SCGVX calculator →
EQR
EQR
● Live price
4.73%
Share price
$58.58
Annual div
$2.77
5Y div CAGR
15.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.5K
Annual income
$3,819.61
Full EQR calculator →

Portfolio growth — SCGVX vs EQR

📍 SCGVX 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 PeriodSCGVXEQR
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, SCGVX + EQR cover 0 of 12 monthsgood coverage

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

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

SCGVX
Annual income on $10K today (after 15% tax)
$4,803.43/yr
After 10yr DRIP, annual income (after tax)
$103,999.76/yr
EQR
Annual income on $10K today (after 15% tax)
$401.93/yr
After 10yr DRIP, annual income (after tax)
$3,246.67/yr
At 15% tax rate, SCGVX beats the other by $100,753.09/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SCGVX + EQR for your $10,000?

SCGVX: 50%EQR: 50%
100% EQR50/50100% SCGVX
Portfolio after 10yr
$294.4K
Annual income
$63,086.13/yr
Blended yield
21.43%
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Analyst Conviction Gap

Where Wall Street is most bullish on EQR right now

SCGVX
No analyst data
EQR
Analyst Ratings
16
Buy
28
Hold
2
Sell
Consensus: Hold
Price Target
$70.35
+20.1% upside vs current
Range: $63.00 — $78.50
Altman Z
1.8
Piotroski
7/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SCGVX buys
0
EQR buys
0
No recent congressional trades found for SCGVX or EQR in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSCGVXEQR
Forward yield56.51%4.73%
Annual dividend / share$10.30$2.77
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.8%
Portfolio after 10y$548.3K$40.5K
Annual income after 10y$122,352.66$3,819.61
Total dividends collected$449.3K$16.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

Year-by-year: SCGVX vs EQR ($10,000, DRIP)

YearSCGVX PortfolioSCGVX Income/yrEQR PortfolioEQR Income/yrGap
1← crossover$16,351$5,651.10$11,248$547.57+$5.1KSCGVX
2$26,131$8,635.67$12,701$666.53+$13.4KSCGVX
3$40,859$12,898.14$14,405$814.59+$26.5KSCGVX
4$62,567$18,848.02$16,413$999.84+$46.2KSCGVX
5$93,920$26,973.77$18,795$1,232.92+$75.1KSCGVX
6$138,337$37,841.92$21,639$1,527.95+$116.7KSCGVX
7$200,112$52,091.54$25,057$1,903.80+$175.1KSCGVX
8$284,543$70,423.70$29,197$2,385.87+$255.3KSCGVX
9$398,047$93,585.98$34,250$3,008.70+$363.8KSCGVX
10$548,263$122,352.66$40,467$3,819.61+$507.8KSCGVX

SCGVX vs EQR: Complete Analysis 2026

SCGVXStock

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests primarily in equity securities of publicly-traded companies located anywhere in the world, including equity securities in developed and emerging markets. Under normal market conditions, the Advisor expects to invest in at least three countries, including the United States, and invest at least 40% of its net assets, plus the amount of any borrowings for investment purposes, in non-U.S. companies.

Full SCGVX Calculator →

EQRREIT

Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.

Full EQR 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.