Home › Compare › WAMVX vs DIVO
WAMVX yields 11.51% · DIVO yields 6.49%● Live data
📍 WAMVX pulled ahead of the other in Year 1
Combined, WAMVX + DIVO cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of WAMVX + DIVO for your $10,000?
The investment seeks long-term growth of capital. The fund invests primarily in micro-cap companies. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities of micro-capitalization companies. The adviser considers a company to be a micro-capitalization company if its market capitalization, at the time of purchase, is less than the larger of $1.5 billion or the market capitalization of the largest company in the Russell Microcap® Index. It may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies in developed, emerging markets or frontier markets.
Full WAMVX Calculator →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 →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.