HomeCompareSOHVF vs GBDC

SOHVF vs GBDC: Dividend Comparison 2026

SOHVF yields 2.32% · GBDC yields 11.85%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SOHVF wins by $103.43M in total portfolio value· pulled ahead in Year 8
10 years
SOHVF
SOHVF
● Live price
2.32%
Share price
$32.20
Annual div
$0.75
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$124.21M
Annual income
$114,718,919.08
Full SOHVF calculator →
GBDC
GBDC
● Live price
11.85%
Share price
$12.66
Annual div
$1.50
5Y div CAGR
51.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.78M
Annual income
$16,389,263.41
Full GBDC calculator →

Portfolio growth — SOHVF vs GBDC

📍 SOHVF pulled ahead of the other in Year 8

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 PeriodSOHVFGBDC
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, SOHVF + GBDC cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SOHVF pays
GBDC pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

SOHVF
Annual income on $10K today (after 15% tax)
$197.42/yr
After 10yr DRIP, annual income (after tax)
$97,511,081.22/yr
GBDC
Annual income on $10K today (after 15% tax)
$1,007.11/yr
After 10yr DRIP, annual income (after tax)
$13,930,873.90/yr
At 15% tax rate, SOHVF beats the other by $83,580,207.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SOHVF + GBDC for your $10,000?

SOHVF: 50%GBDC: 50%
100% GBDC50/50100% SOHVF
Portfolio after 10yr
$72.49M
Annual income
$65,554,091.24/yr
Blended yield
90.43%
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Analyst Conviction Gap

Where Wall Street is most bullish on GBDC right now

SOHVF
No analyst data
Altman Z
2.3
Piotroski
6/9
GBDC
Analyst Ratings
6
Buy
5
Hold
Consensus: Buy
Price Target
$14.00
+10.6% upside vs current
Range: $13.00 — $15.00
Altman Z
0.6
Piotroski
6/9
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)

SOHVF buys
0
GBDC buys
2
PoliticianChamberTickerTypeAmountDate
David P. Joyce🏢 House$GBDC▼ Sell$1,001 - $15,0002023-06-30
David P. Joyce🏢 House$GBDC▼ Sell$15,001 - $50,0002023-06-19
David P. Joyce🏢 House$GBDC▼ Sell$15,001 - $50,0002022-07-14
David P. Joyce🏢 House$GBDC▼ Sell$15,001 - $50,0002022-07-12
Teresa Leger Fernandez🏢 House$GBDC▼ Sell$15,001 - $50,0002021-01-20
David P. Joyce🏢 House$GBDC▲ Buy$1,001 - $15,0002020-02-25
David P. Joyce🏢 House$GBDC▲ Buy$15,001 - $50,0002019-05-30
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOHVFGBDC
Forward yield2.32%11.85%
Annual dividend / share$0.75$1.50
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%51.1%
Portfolio after 10y$124.21M$20.78M
Annual income after 10y$114,718,919.08$16,389,263.41
Total dividends collected$123.47M$20.36M
Payment frequencyquarterlyquarterly
SectorStockBDC

Year-by-year: SOHVF vs GBDC ($10,000, DRIP)

YearSOHVF PortfolioSOHVF Income/yrGBDC PortfolioGBDC Income/yrGap
1$11,165$464.52$12,490$1,790.28$1.3KGBDC
2$12,915$969.37$16,522$3,157.73$3.6KGBDC
3$15,916$2,096.06$23,578$5,898.68$7.7KGBDC
4$21,858$4,827.97$37,115$11,886.75$15.3KGBDC
5$35,781$12,393.44$66,136$26,423.57$30.4KGBDC
6$76,208$37,921.78$137,257$66,491.44$61.0KGBDC
7$232,508$150,966.07$341,734$194,868.54$109.2KGBDC
8← crossover$1,109,710$860,926.04$1,050,788$685,133.02+$58.9KSOHVF
9$8,867,780$7,680,390.67$4,099,314$2,974,971.01+$4.77MSOHVF
10$124,207,444$114,718,919.08$20,775,530$16,389,263.41+$103.43MSOHVF

SOHVF vs GBDC: Complete Analysis 2026

SOHVFStock

Sumitomo Heavy Industries, Ltd. manufactures and sells general machinery, advanced precision machinery, construction machinery, ships, and environmental plant facilities in Japan and internationally. The company operates through four segments: Mechatronics, Industrial Machinery, Logistics & Construction, and Energy & Lifelines. Its Mechatronics segment offers gear reducers, motors, and boxes; motion control drives, inverters, precision positioning equipment, laser processing systems, control systems and components, motion components, and drive and collaborative robot solutions. The company's Industrial Machinery segment provides plastics machinery, film forming machines, cryogenic equipment, precision forgings, semiconductor production equipment, medical machines and equipment, forging press machines, machining tools, air conditioning equipment, defense equipment, injection molding machines, transfer molding presses, cryocoolers, cryopumps, ion accelerators and implanters, cyclotrons, tracer production systems, proton therapy systems, vacuum coating equipment, steel tube air forming systems, lifting magnets, spinning machines, clean room systems, dust collectors, cast iron and steel rolls, surface grinding machines, coolant systems, and extrusion coating products. Its Logistics & Construction segment offers hydraulic excavators, mobile cranes, road machinery, material handling systems, logistics systems, automated parking systems, road machinery, crawler cranes, foundation machines, and forklifts. The company's Energy & Lifelines segment provides private power generation facilities, boilers, air pollution control equipment, water and sewage treatment systems, industrial waste treatment facilities, turbines, pumps, process equipment, pressure vessels, mixing vessels, food processing machinery, ships, circulating and bubbling fluidized bed boilers, liquid air energy storage, rotary kiln-type recycling facilities, electrostatic precipitators, ash handling systems, evaporation and crystallization facilities, fluidized bed gasifiers, waste heat boilers, waste-to-energy plants, CFB scrubbers, baghouses, flue gas denitrification systems, plant operation support systems, industrial waste water treatment facilities, water and sewage treatment systems, steam turbines, process pumps, distillation technology and extractors, reactor vessels, mixing vessels, coke oven machines, food and beverage manufacturing facilities, and oil tankers. The company was founded in 1888 and is headquartered in Tokyo, Japan.

Full SOHVF Calculator →

GBDCBDC

Golub Capital BDC, Inc. (GBDC) is a business development company and operates as an externally managed closed-end non-diversified management investment company. It invests in debt and minority equity investments in middle-market companies that are, in most cases, sponsored by private equity investors. It typically invests in diversified consumer services, automobiles, healthcare technology, insurance, health care equipment and supplies, hotels, restaurants and leisure, healthcare providers and services, IT services and specialty retails. It seeks to invest in the United States. It primarily invests in first lien traditional senior debt, first lien one stop, junior debt and equity, senior secured, one stop, unitranche, second lien, subordinated and mezzanine loans of middle-market companies, and warrants.

Full GBDC 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.