HomeCompareTMFGX vs SCHD

TMFGX vs SCHD: Dividend Comparison 2026

TMFGX yields 7.04% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TMFGX wins by $2.9K in total portfolio value
10 years
TMFGX
TMFGX
● Live price
7.04%
Share price
$28.40
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.9K
Annual income
$1,101.56
Full TMFGX calculator →
SCHD
Schwab U.S. Dividend Equity ETF
● Live price
3.46%
Share price
$30.48
Annual div
$1.06
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$425.95
Full SCHD calculator →

Portfolio growth — TMFGX vs SCHD

📍 TMFGX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodTMFGXSCHD
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, TMFGX + SCHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

TMFGX
Annual income on $10K today (after 15% tax)
$598.68/yr
After 10yr DRIP, annual income (after tax)
$936.33/yr
SCHD
Annual income on $10K today (after 15% tax)
$294.40/yr
After 10yr DRIP, annual income (after tax)
$362.06/yr
At 15% tax rate, TMFGX beats the other by $574.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of TMFGX + SCHD for your $10,000?

TMFGX: 50%SCHD: 50%
100% SCHD50/50100% TMFGX
Portfolio after 10yr
$30.4K
Annual income
$763.75/yr
Blended yield
2.51%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TMFGX buys
0
SCHD buys
3
PoliticianChamberTickerTypeAmountDate
Virginia Foxx🏢 House$SCHD▼ Sell$50,001 - $100,0002023-03-08
Steve Cohen🏢 House$SCHD▲ Buy$50,001 - $100,0002022-07-29
Hakeem S. Jeffries🏢 House$SCHD▲ Buy$15,001 - $50,0002021-04-12
Mikie Sherrill🏢 House$SCHD▲ Buy$100,001 - $250,0002020-02-21
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTMFGXSCHD
Forward yield7.04%3.46%
Annual dividend / share$2.00$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.9K$29.0K
Annual income after 10y$1,101.56$425.95
Total dividends collected$9.1K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: TMFGX vs SCHD ($10,000, DRIP)

YearTMFGX PortfolioTMFGX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,404$704.32$11,226$346.36+$178.00TMFGX
2$12,953$750.69$12,572$357.38+$381.00TMFGX
3$14,657$796.87$14,046$367.84+$611.00TMFGX
4$16,526$842.68$15,660$377.73+$866.00TMFGX
5$18,570$887.96$17,425$387.07+$1.1KTMFGX
6$20,803$932.55$19,354$395.86+$1.4KTMFGX
7$23,235$976.32$21,461$404.13+$1.8KTMFGX
8$25,881$1,019.14$23,762$411.89+$2.1KTMFGX
9$28,754$1,060.92$26,272$419.15+$2.5KTMFGX
10$31,868$1,101.56$29,010$425.95+$2.9KTMFGX

TMFGX vs SCHD: Complete Analysis 2026

TMFGXStock

The investment seeks to achieve long-term capital appreciation. The fund pursues its investment objective by using a quality growth investing style. It invests in a focused portfolio of the common stocks of high-quality companies organized in the United States that are engaged in a broad range of industries. Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities issued by United States companies having mid-market capitalizations.

Full TMFGX Calculator →

SCHDETF

The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index.

Full SCHD Calculator →
📬

Get this TMFGX vs SCHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

TMFGX vs JEPITMFGX vs OTMFGX vs KOTMFGX vs MAINTMFGX vs VYMTMFGX vs DGROTMFGX vs VIGTMFGX vs HDV

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.