We have frequently written on the long-term opportunity in overseas dividend paying stocks. In a yield-starved investment world, overseas dividend paying stocks are among few investments where yields are meaningfully above historic lows. Rarer still are investments today that offer attractive income and attractive value, as yield hungry investors have bid up most income producing assets.

The following charts compare yield and valuation metrics for our preferred foreign dividend-paying vehicles versus the S&P 500 and the Dow Jones U.S. Select Dividend Index, a common proxy for U.S. dividend paying stocks.