HomeCompareWAMFX vs DIVO

WAMFX vs DIVO: Dividend Comparison 2026

WAMFX yields 7.42% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WAMFX wins by $2.0K in total portfolio value
10 years
WAMFX
WAMFX
● Live price
7.42%
Share price
$21.89
Annual div
$1.62
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.7K
Annual income
$1,186.74
Full WAMFX calculator →
DIVO
DIVO
● Live price
6.49%
Share price
$44.85
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$981.68
Full DIVO calculator →

Portfolio growth — WAMFX vs DIVO

📍 WAMFX 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 PeriodWAMFXDIVO
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, WAMFX + DIVO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
WAMFX pays
DIVO pays
Both pay
Neither
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Tax Bracket Optimizer

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

WAMFX
Annual income on $10K today (after 15% tax)
$630.30/yr
After 10yr DRIP, annual income (after tax)
$1,008.73/yr
DIVO
Annual income on $10K today (after 15% tax)
$552.00/yr
After 10yr DRIP, annual income (after tax)
$834.43/yr
At 15% tax rate, WAMFX beats the other by $174.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of WAMFX + DIVO for your $10,000?

WAMFX: 50%DIVO: 50%
100% DIVO50/50100% WAMFX
Portfolio after 10yr
$31.7K
Annual income
$1,084.21/yr
Blended yield
3.42%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WAMFX buys
0
DIVO buys
0
No recent congressional trades found for WAMFX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWAMFXDIVO
Forward yield7.42%6.49%
Annual dividend / share$1.62$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.7K$30.7K
Annual income after 10y$1,186.74$981.68
Total dividends collected$9.7K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: WAMFX vs DIVO ($10,000, DRIP)

YearWAMFX PortfolioWAMFX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,442$741.53$11,349$649.42+$93.00WAMFX
2$13,035$792.92$12,833$688.83+$202.00WAMFX
3$14,792$844.28$14,459$727.90+$333.00WAMFX
4$16,723$895.38$16,238$766.49+$485.00WAMFX
5$18,840$946.03$18,179$804.47+$661.00WAMFX
6$21,154$996.05$20,293$841.71+$861.00WAMFX
7$23,680$1,045.27$22,591$878.14+$1.1KWAMFX
8$26,432$1,093.54$25,087$913.65+$1.3KWAMFX
9$29,423$1,140.73$27,791$948.18+$1.6KWAMFX
10$32,669$1,186.74$30,718$981.68+$2.0KWAMFX

WAMFX vs DIVO: Complete Analysis 2026

WAMFXStock

The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of midcap companies. For these purposes, the Adviser defines midcap companies as those with market capitalizations within the range encompassed by the Russell Midcap® Index at the time of purchase. The Adviser evaluates financially material environmental, social, and governance (ESG) factors as part of the investment decision-making process for the fund.

Full WAMFX Calculator →

DIVOETF

DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.

Full DIVO 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.