HomeCompareWMBLX vs DVY

WMBLX vs DVY: Dividend Comparison 2026

WMBLX yields 7.54% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WMBLX wins by $7.9K in total portfolio value
10 years
WMBLX
WMBLX
● Live price
7.54%
Share price
$13.54
Annual div
$1.02
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.9K
Annual income
$1,215.08
Full WMBLX 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 — WMBLX vs DVY

📍 WMBLX 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 PeriodWMBLXDVY
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%.
📅

Dividend Calendar Overlap

Combined, WMBLX + DVY cover 0 of 12 monthsgood coverage

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

WMBLX
Annual income on $10K today (after 15% tax)
$640.56/yr
After 10yr DRIP, annual income (after tax)
$1,032.82/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, WMBLX beats the other by $664.84/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WMBLX: 50%DVY: 50%
100% DVY50/50100% WMBLX
Portfolio after 10yr
$29.0K
Annual income
$823.99/yr
Blended yield
2.84%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WMBLX buys
0
DVY buys
0
No recent congressional trades found for WMBLX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWMBLXDVY
Forward yield7.54%3.46%
Annual dividend / share$1.02$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.9K$25.0K
Annual income after 10y$1,215.08$432.91
Total dividends collected$9.9K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWMBLX PortfolioWMBLX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,454$753.60$11,046$346.43+$408.00WMBLX
2$13,062$806.68$12,177$357.65+$885.00WMBLX
3$14,836$859.78$13,398$368.47+$1.4KWMBLX
4$16,787$912.67$14,715$378.89+$2.1KWMBLX
5$18,928$965.14$16,134$388.90+$2.8KWMBLX
6$21,270$1,017.00$17,662$398.51+$3.6KWMBLX
7$23,826$1,068.07$19,306$407.71+$4.5KWMBLX
8$26,613$1,118.19$21,074$416.50+$5.5KWMBLX
9$29,643$1,167.24$22,974$424.90+$6.7KWMBLX
10$32,933$1,215.08$25,015$432.91+$7.9KWMBLX

WMBLX vs DVY: Complete Analysis 2026

WMBLXStock

The fund pursues its investment objective by investing in a mix of equity, fixed-income and money market investments. The Adviser first determines the percentage of the fund's portfolio to invest in equity securities, the percentage to invest in fixed-income securities and the percentage to invest in money market investments. The percentage ranges of securities in each asset class are: equity securities 30-70%; fixed-income securities 30-70%; and money market investments 0-40%.

Full WMBLX 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.