Is TRGIX or DVY a better dividend investment in 2026?

TRGIX currently yields 14.18% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: TRGIX offers higher current income.

What is the dividend yield difference between TRGIX and DVY?

TRGIX has a forward dividend yield of 14.18% ($2.08/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 10.72 percentage points.

Home › Compare › TRGIX vs DVY

TRGIX vs DVY: Dividend Comparison 2026

TRGIX yields 14.18% · DVY yields 3.46%● Live data

vsPost on X →

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

🏆 TRGIX wins by $25.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

TRGIX

● Live price

14.18%

Share price

$14.68

Annual div

$2.08

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$50.8K

Annual income

$3,412.06

Full TRGIX calculator →

DVY

● Live price

3.46%

Share price

$151.41

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.0K

Annual income

$432.91

Full DVY calculator →

Portfolio growth — TRGIX vs DVY

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

Jan

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Feb

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Mar

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Apr

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May

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Jun

—

Jul

—

Aug

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Sep

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Oct

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Nov

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Dec

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TRGIX 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.

TRGIX

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

$1,205.16/yr

After 10yr DRIP, annual income (after tax)

$2,900.25/yr

DVY

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

$294.47/yr

After 10yr DRIP, annual income (after tax)

$367.97/yr

At 15% tax rate, TRGIX beats the other by $2,532.28/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 TRGIX + DVY for your $10,000?

TRGIX: 50%DVY: 50%

100% DVY50/50100% TRGIX

Portfolio after 10yr

$37.9K

Annual income

$1,922.48/yr

Blended yield

5.07%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TRGIX buys

DVY buys

No recent congressional trades found for TRGIX or DVY in the last 90 days.

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

MetricTRGIXDVY

Forward yield	14.18% ✓	3.46%
Annual dividend / share	$2.08	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$50.8K ✓	$25.0K
Annual income after 10y	$3,412.06 ✓	$432.91
Total dividends collected	$23.7K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	TRGIX Portfolio	TRGIX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$12,118	$1,417.84	$11,046	$346.43	+$1.1K → TRGIX
2	$14,572	$1,605.72	$12,177	$357.65	+$2.4K → TRGIX
3	$17,396	$1,804.57	$13,398	$368.47	+$4.0K → TRGIX
4	$20,628	$2,013.43	$14,715	$378.89	+$5.9K → TRGIX
5	$24,303	$2,231.21	$16,134	$388.90	+$8.2K → TRGIX
6	$28,461	$2,456.76	$17,662	$398.51	+$10.8K → TRGIX
7	$33,142	$2,688.87	$19,306	$407.71	+$13.8K → TRGIX
8	$38,388	$2,926.29	$21,074	$416.50	+$17.3K → TRGIX
9	$44,243	$3,167.76	$22,974	$424.90	+$21.3K → TRGIX
10	$50,752	$3,412.06	$25,015	$432.91	+$25.7K → TRGIX

TRGIX vs DVY: Complete Analysis 2026

TRGIX — Stock

The fund normally invests at least 80% of its assets in equity securities. It will invest in securities which the fund's investment adviser believes have the potential for capital appreciation, dividend income, or both. The fund focuses on large-cap securities that the advisor believes to be attractively valued, show the potential to appreciate faster than the rest of the market and return cash to shareholders in the form of dividends, stock buy-backs or both.

Full TRGIX 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.