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WFMIX vs DVY: Dividend Comparison 2026

WFMIX yields 10.90% · DVY yields 3.46%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 WFMIX wins by $16.1K in total portfolio value
10 years
WFMIX
WFMIX
● Live price
10.90%
Share price
$47.04
Annual div
$5.13
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.1K
Annual income
$2,157.24
Full WFMIX calculator →
DVY
DVY
● Live price
3.46%
Share price
$151.41
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$432.91
Full DVY calculator →

Portfolio growth — WFMIX vs DVY

📍 WFMIX 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 PeriodWFMIXDVY
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, WFMIX + DVY cover 0 of 12 monthsgood coverage

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

WFMIX
Annual income on $10K today (after 15% tax)
$926.41/yr
After 10yr DRIP, annual income (after tax)
$1,833.65/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, WFMIX beats the other by $1,465.68/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WFMIX: 50%DVY: 50%
100% DVY50/50100% WFMIX
Portfolio after 10yr
$33.1K
Annual income
$1,295.07/yr
Blended yield
3.92%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WFMIX buys
0
DVY buys
0
No recent congressional trades found for WFMIX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWFMIXDVY
Forward yield10.90%3.46%
Annual dividend / share$5.13$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$41.1K$25.0K
Annual income after 10y$2,157.24$432.91
Total dividends collected$16.2K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWFMIX PortfolioWFMIX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,790$1,089.90$11,046$346.43+$744.00WFMIX
2$13,816$1,200.91$12,177$357.65+$1.6KWFMIX
3$16,098$1,315.24$13,398$368.47+$2.7KWFMIX
4$18,658$1,432.25$14,715$378.89+$3.9KWFMIX
5$21,515$1,551.34$16,134$388.90+$5.4KWFMIX
6$24,693$1,671.89$17,662$398.51+$7.0KWFMIX
7$28,215$1,793.31$19,306$407.71+$8.9KWFMIX
8$32,105$1,915.03$21,074$416.50+$11.0KWFMIX
9$36,389$2,036.51$22,974$424.90+$13.4KWFMIX
10$41,093$2,157.24$25,015$432.91+$16.1KWFMIX

WFMIX vs DVY: Complete Analysis 2026

WFMIXStock

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of medium-capitalization companies. It invests principally in equity securities of medium-capitalization companies, which the manager defines as securities of companies with market capitalizations within the range of the Russell Midcap® Index at the time of purchase.

Full WFMIX 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.