HomeCompareTRGOX vs DVY

TRGOX vs DVY: Dividend Comparison 2026

TRGOX yields 16.12% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TRGOX wins by $32.3K in total portfolio value
10 years
TRGOX
TRGOX
● Live price
16.12%
Share price
$71.84
Annual div
$11.58
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$57.4K
Annual income
$4,345.97
Full TRGOX calculator →
DVY
DVY
● Live price
3.50%
Share price
$150.03
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$437.78
Full DVY calculator →

Portfolio growth — TRGOX vs DVY

📍 TRGOX 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 PeriodTRGOXDVY
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, TRGOX + DVY cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
TRGOX 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.

TRGOX
Annual income on $10K today (after 15% tax)
$1,370.13/yr
After 10yr DRIP, annual income (after tax)
$3,694.07/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, TRGOX beats the other by $3,321.96/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of TRGOX + DVY for your $10,000?

TRGOX: 50%DVY: 50%
100% DVY50/50100% TRGOX
Portfolio after 10yr
$41.2K
Annual income
$2,391.87/yr
Blended yield
5.80%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TRGOX buys
0
DVY buys
0
No recent congressional trades found for TRGOX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTRGOXDVY
Forward yield16.12%3.50%
Annual dividend / share$11.58$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$57.4K$25.1K
Annual income after 10y$4,345.97$437.78
Total dividends collected$29.0K$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTRGOX PortfolioTRGOX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$12,312$1,611.92$11,050$349.62+$1.3KTRGOX
2$15,028$1,854.74$12,184$361.04+$2.8KTRGOX
3$18,196$2,115.88$13,409$372.07+$4.8KTRGOX
4$21,864$2,394.28$14,730$382.68+$7.1KTRGOX
5$26,084$2,688.71$16,154$392.89+$9.9KTRGOX
6$30,907$2,997.72$17,688$402.69+$13.2KTRGOX
7$36,390$3,319.70$19,338$412.07+$17.1KTRGOX
8$42,591$3,652.94$21,113$421.04+$21.5KTRGOX
9$49,568$3,995.64$23,020$429.61+$26.5KTRGOX
10$57,383$4,345.97$25,070$437.78+$32.3KTRGOX

TRGOX vs DVY: Complete Analysis 2026

TRGOXStock

The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the securities of large-cap companies. The advisor defines a large-cap company as one whose market capitalization is larger than the median market capitalization of companies in the Russell 1000® Growth Index, a widely used benchmark of the largest U.S. growth stocks. The fund is non-diversified.

Full TRGOX Calculator →

DVYETF

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.