Is YAFIX or DVY a better dividend investment in 2026?

YAFIX currently yields 17.12% with a 5% 5-year dividend growth rate. DVY yields 4.00% with 5% growth. The better choice depends on your goal: YAFIX offers higher current income.

What is the dividend yield difference between YAFIX and DVY?

YAFIX has a forward dividend yield of 17.12% ($3.61/share annually). DVY yields 4.00% ($2.00/share annually). The yield gap is 13.12 percentage points.

Home › Compare › YAFIX vs DVY

YAFIX vs DVY: Dividend Comparison 2026

YAFIX yields 17.12% · DVY yields 4.00%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 DVY wins by $5.3K in total portfolio value· pulled ahead in Year 4

INVESTMENT

TIME HORIZON10 years

YAFIX

● Live price

17.12%

Share price

$21.07

Annual div

$3.61

5Y div CAGR

-50%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$22.8K

Annual income

$1.94

Full YAFIX calculator →

DVY

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full DVY calculator →

Portfolio growth — YAFIX vs DVY

📍 DVY pulled ahead of the other in Year 4

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 Period	YAFIX	DVY
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, YAFIX + DVY cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

—

Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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YAFIX pays

DVY pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

YAFIX

Annual income on $10K today (after 15% tax)

$1,455.45/yr

After 10yr DRIP, annual income (after tax)

$1.65/yr

DVY

Annual income on $10K today (after 15% tax)

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

At 15% tax rate, DVY beats the other by $762.66/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

YAFIX: 50%DVY: 50%

100% DVY50/50100% YAFIX

Portfolio after 10yr

$25.4K

Annual income

$450.57/yr

Blended yield

1.77%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

YAFIX buys

DVY buys

No recent congressional trades found for YAFIX or DVY in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricYAFIXDVY

Forward yield	17.12% ✓	4.00%
Annual dividend / share	$3.61 ✓	$2.00
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	-50%	5% ✓
Portfolio after 10y	$22.8K	$28.0K ✓
Annual income after 10y	$1.94	$899.19 ✓
Total dividends collected	$1.8K	$6.4K ✓
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	YAFIX Portfolio	YAFIX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1	$11,556	$856.15	$11,120	$420.00	+$436.00 → YAFIX
2	$12,827	$462.32	$12,357	$458.31	+$470.00 → YAFIX
3	$13,965	$239.81	$13,721	$499.76	+$244.00 → YAFIX
4← crossover	$15,065	$122.00	$15,227	$544.58	$162.00 → DVY
5	$16,181	$61.50	$16,885	$593.02	$704.00 → DVY
6	$17,344	$30.87	$18,713	$645.34	$1.4K → DVY
7	$18,574	$15.46	$20,724	$701.81	$2.1K → DVY
8	$19,882	$7.74	$22,938	$762.73	$3.1K → DVY
9	$21,277	$3.87	$25,372	$828.41	$4.1K → DVY
10	$22,769	$1.94	$28,047	$899.19	$5.3K → DVY

YAFIX vs DVY: Complete Analysis 2026

YAFIX — Stock

The fund invests primarily in domestic and foreign equity securities. Its investments in foreign equity securities may include emerging market securities. The fund also may invest in debt securities. Its investments in debt securities may include U.S. Treasury notes and bonds, investment grade corporate debt securities, convertible debt securities and debt securities below investment grade (high yield or junk bonds). The fund is non-diversified.

Full YAFIX Calculator →

DVY — ETF

DVY is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in DVY shares.

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.