HomeCompareWSCGX vs DVY

WSCGX vs DVY: Dividend Comparison 2026

WSCGX yields 10.38% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WSCGX wins by $14.7K in total portfolio value
10 years
WSCGX
WSCGX
● Live price
10.38%
Share price
$32.31
Annual div
$3.35
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.7K
Annual income
$1,990.36
Full WSCGX 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 — WSCGX vs DVY

📍 WSCGX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodWSCGXDVY
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, WSCGX + DVY cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
WSCGX pays
DVY pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

WSCGX
Annual income on $10K today (after 15% tax)
$882.09/yr
After 10yr DRIP, annual income (after tax)
$1,691.81/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, WSCGX beats the other by $1,323.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WSCGX: 50%DVY: 50%
100% DVY50/50100% WSCGX
Portfolio after 10yr
$32.4K
Annual income
$1,211.63/yr
Blended yield
3.74%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WSCGX buys
0
DVY buys
0
No recent congressional trades found for WSCGX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWSCGXDVY
Forward yield10.38%3.46%
Annual dividend / share$3.35$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$39.7K$25.0K
Annual income after 10y$1,990.36$432.91
Total dividends collected$15.1K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWSCGX PortfolioWSCGX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,738$1,037.75$11,046$346.43+$692.00WSCGX
2$13,698$1,138.40$12,177$357.65+$1.5KWSCGX
3$15,898$1,241.58$13,398$368.47+$2.5KWSCGX
4$18,358$1,346.76$14,715$378.89+$3.6KWSCGX
5$21,096$1,453.38$16,134$388.90+$5.0KWSCGX
6$24,134$1,560.92$17,662$398.51+$6.5KWSCGX
7$27,492$1,668.85$19,306$407.71+$8.2KWSCGX
8$31,193$1,776.70$21,074$416.50+$10.1KWSCGX
9$35,261$1,884.01$22,974$424.90+$12.3KWSCGX
10$39,719$1,990.36$25,015$432.91+$14.7KWSCGX

WSCGX vs DVY: Complete Analysis 2026

WSCGXStock

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of small-capitalization companies. It is a feeder fund that invests substantially all of its assets in the Small Company Growth Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. The fund invests principally in equity securities of small-capitalization companies, which the managers define as companies with market capitalizations within the range of the Russell 2000® Index at the time of purchase.

Full WSCGX 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 →
📬

Get this WSCGX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

WSCGX vs SCHDWSCGX vs JEPIWSCGX vs OWSCGX vs KOWSCGX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.