Is TBCIX or DVY a better dividend investment in 2026?

TBCIX currently yields 5.86% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: TBCIX offers higher current income.

What is the dividend yield difference between TBCIX and DVY?

TBCIX has a forward dividend yield of 5.86% ($11.03/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 2.36 percentage points.

Home › Compare › TBCIX vs DVY

TBCIX vs DVY: Dividend Comparison 2026

TBCIX yields 5.86% · DVY yields 3.50%● Live data

vsPost on X →

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

🏆 TBCIX wins by $4.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

TBCIX

● Live price

5.86%

Share price

$188.22

Annual div

$11.03

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.4K

Annual income

$851.78

Full TBCIX 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 — TBCIX vs DVY

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

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

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Oct

—

Nov

—

Dec

—

TBCIX pays

DVY pays

Both pay

Neither

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Tax Bracket Optimizer

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

TBCIX

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

$498.22/yr

After 10yr DRIP, annual income (after tax)

$724.01/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, TBCIX beats the other by $351.90/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 TBCIX + DVY for your $10,000?

TBCIX: 50%DVY: 50%

100% DVY50/50100% TBCIX

Portfolio after 10yr

$27.3K

Annual income

$644.78/yr

Blended yield

2.37%

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Analyst Conviction Gap

Where Wall Street is most bullish on DVY right now

TBCIX

Analyst Ratings

Hold

Sell

Consensus: Hold

Price Target

$108.40

-42.4% upside vs current

Range: $84.00 — $125.00

DVY

No analyst data

Altman Z

307.5

Piotroski

1/9

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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TBCIX buys

DVY buys

Politician	Chamber	Ticker	Type	Amount	Date
Joe Courtney	🏢 House	$TBCIX	▼ Sell	$1,001 - $15,000	2020-10-16

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

MetricTBCIXDVY

Forward yield	5.86% ✓	3.50%
Annual dividend / share	$11.03 ✓	$5.25
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$29.4K ✓	$25.1K
Annual income after 10y	$851.78 ✓	$437.78
Total dividends collected	$7.2K ✓	$4.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	TBCIX Portfolio	TBCIX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,286	$586.14	$11,050	$349.62	+$236.00 → TBCIX
2	$12,694	$618.25	$12,184	$361.04	+$510.00 → TBCIX
3	$14,233	$649.90	$13,409	$372.07	+$824.00 → TBCIX
4	$15,910	$680.99	$14,730	$382.68	+$1.2K → TBCIX
5	$17,735	$711.45	$16,154	$392.89	+$1.6K → TBCIX
6	$19,718	$741.18	$17,688	$402.69	+$2.0K → TBCIX
7	$21,868	$770.13	$19,338	$412.07	+$2.5K → TBCIX
8	$24,197	$798.24	$21,113	$421.04	+$3.1K → TBCIX
9	$26,717	$825.47	$23,020	$429.61	+$3.7K → TBCIX
10	$29,439	$851.78	$25,070	$437.78	+$4.4K → TBCIX

TBCIX vs DVY: Complete Analysis 2026

TBCIX — Stock

The investment seeks long-term capital growth; income is a secondary objective. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the common stocks of large and medium-sized blue chip growth companies. It focuses on companies with leading market positions, seasoned management, and strong financial fundamentals. The fund is non-diversified.

Full TBCIX 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.