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SVAIX vs ADC: Dividend Comparison 2026

SVAIX yields 6.26% · ADC yields 4.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ADC wins by $148.7K in total portfolio value· pulled ahead in Year 4
10 years
SVAIX
SVAIX
● Live price
6.26%
Share price
$6.87
Annual div
$0.43
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.2K
Annual income
$931.57
Full SVAIX calculator →
ADC
Agree Realty Corporation
● Live price
4.13%
Share price
$74.97
Annual div
$3.10
5Y div CAGR
40.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$178.9K
Annual income
$80,797.29
Full ADC calculator →

Portfolio growth — SVAIX vs ADC

📍 ADC pulled ahead of the other in Year 4

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 PeriodSVAIXADC
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, SVAIX + ADC cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SVAIX
Annual income on $10K today (after 15% tax)
$531.68/yr
After 10yr DRIP, annual income (after tax)
$791.83/yr
ADC
Annual income on $10K today (after 15% tax)
$351.36/yr
After 10yr DRIP, annual income (after tax)
$68,677.70/yr
At 15% tax rate, ADC beats the other by $67,885.86/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SVAIX + ADC for your $10,000?

SVAIX: 50%ADC: 50%
100% ADC50/50100% SVAIX
Portfolio after 10yr
$104.6K
Annual income
$40,864.43/yr
Blended yield
39.07%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on ADC right now

SVAIX
No analyst data
ADC
Analyst Ratings
1
Strong
22
Buy
9
Hold
Consensus: Buy
Price Target
$81.06
+8.1% upside vs current
Range: $75.00 — $84.50
Altman Z
1.6
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)

SVAIX buys
0
ADC buys
0
No recent congressional trades found for SVAIX or ADC in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSVAIXADC
Forward yield6.26%4.13%
Annual dividend / share$0.43$3.10
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$30.2K$178.9K
Annual income after 10y$931.57$80,797.29
Total dividends collected$7.8K$156.7K
Payment frequencyquarterlymonthly
SectorStockREIT

Year-by-year: SVAIX vs ADC ($10,000, DRIP)

YearSVAIX PortfolioSVAIX Income/yrADC PortfolioADC Income/yrGap
1$11,326$625.50$10,990$580.36+$336.00SVAIX
2$12,780$662.07$12,301$860.26+$479.00SVAIX
3$14,373$698.24$14,104$1,298.62+$269.00SVAIX
4← crossover$16,113$733.89$16,691$2,008.16$578.00ADC
5$18,010$768.91$20,580$3,205.09$2.6KADC
6$20,074$803.20$26,754$5,330.02$6.7KADC
7$22,316$836.68$37,196$9,345.14$14.9KADC
8$24,747$869.27$56,244$17,523.09$31.5KADC
9$27,380$900.92$94,286$35,736.21$66.9KADC
10$30,229$931.57$178,949$80,797.29$148.7KADC

SVAIX vs ADC: Complete Analysis 2026

SVAIXStock

The fund pursues its investment objective by investing primarily in high dividend-paying common stocks with dividend growth potential. The Adviser’s security selection process involves prioritizing stocks based on attractive combinations of dividend yield and dividend growth potential over time following review of appropriate fundamental criteria, including, but not limited to, balance sheet strength, earnings growth, and cash flow durability. The fund may use derivative contracts, such as forward contracts, to manage or hedge the fund's currency exposure.

Full SVAIX Calculator →

ADCREIT

Agree Realty Corporation is a publicly traded real estate investment trust primarily engaged in the acquisition and development of properties net leased to industry-leading retail tenants. As of September 30, 2020, the Company owned and operated a portfolio of 1,027 properties, located in 45 states and containing approximately 21.0 million square feet of gross leasable area. The Company's common stock is listed on the New York Stock Exchange under the symbol ADC.

Full ADC 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.