About Pax Large Cap Fund Individual Investor Class (PAXLX) — Dividend Analysis 2026
Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities (such as common stocks, securities convertible into common or preferred stocks and warrants) of companies that, when purchased, have capitalizations within the range of Standard & Poor's 500 Index as measured by market capitalization. It may invest up to 45% of its assets in securities of non-U.S. issuers, including American Depositary Receipts ("ADRs"). The fund may invest no more than 25% of its assets in securities of non-U.S. issuers other than ADRs.
Is PAXLX a good dividend investment in 2026?
PAXLX offers a 32.90% forward yield with a 50% payout ratio. Strand Safety Score: N/A. The 5-year dividend CAGR of 0% is modest — investors should weigh current income against growth alternatives.
PAXLX DRIP calculator — what's the difference?
With DRIP on a $10,000 investment over 10 years, your PAXLX portfolio grows to $171.9K vs $42.9K without reinvestment. This is the compound interest effect in action.
PAXLX dividend growth history & forecast
PAXLX has grown its dividend by 0% over the last year and 0% annually over 5 years. At this pace, an investor who holds for 10+ years will see their yield on cost grow substantially above the current 32.90%.
ETFs do not file income statements or cash flow statements. Their dividend safety depends on the underlying index quality, fund methodology, and holdings composition. Use the Holdings page to analyze individual stocks in this fund.
🌍 PAXLX Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold PAXLX.
Gross yield
32.90%
Tax rate
15.00%
After-tax yield
27.96%
Real yield (−CPI)
25.16%
Account/Country
Tax Rate
After-tax Yield
Real Yield
$10K Annual Income
🇺🇸 Roth IRA / 401k
0%
32.90%
30.10%
$3,290 / yr
🇺🇸 US Taxable (15%) ✓
15%
27.96%
25.16%
$2,796 / yr
🇺🇸 US Taxable (20%)
20%
26.32%
23.52%
$2,632 / yr
🇬🇧 UK ISA
0%
32.90%
30.10%
$3,290 / yr
🇬🇧 UK Taxable
8.75%
30.02%
27.22%
$3,002 / yr
🇨🇦 TFSA
0%
32.90%
30.10%
$3,290 / yr
🇨🇦 CA Taxable
25%
24.67%
21.87%
$2,467 / yr
🇦🇺 Super (pension)
15%
27.96%
25.16%
$2,796 / yr
🇦🇺 AU Taxable
30%
23.03%
20.23%
$2,303 / yr
🇩🇪 DE Taxable
26.375%
24.22%
21.42%
$2,422 / yr
🇫🇷 FR Taxable
30%
23.03%
20.23%
$2,303 / yr
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
🎯 PAXLX Income Goal & Break-Even
Dividend Break-Even
4yr
Years for dividends to fully repay your PAXLX investment of $9.84/share (🇺🇸 US Taxable (15%) · 15.00% tax)
$10K invested · 10 Years
Dividends earned (DRIP)
$107.8K
Lost to inflation (2.8% CPI)
−$2.5K
Real purchasing power gain
$105.3K
12-month CPI (US BLS via FMP economic-indicators).
How much do I need to invest in PAXLX for:
Shares needed
8,721
Capital required
$85,815
Monthly income
$2,000
Based on current dividend of $3.24/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 PAXLX Dividend Payment Schedule
PAXLX pays quarterly — 4 times per year. Next ex-div: TBD.
Jan
Feb
Mar
💰
Apr
May
Jun
💰
Jul
Aug
Sep
💰
Oct
Nov
Dec
💰
10 shares
$6.88 / payment
$27.52 / year after tax
100 shares
$68.80 / payment
$275.20 / year after tax
1,000 shares
$688.01 / payment
$2752.04 / year after tax
📊 PAXLX vs Financial Services Benchmarks
How PAXLX compares to typical Financial Services averages.
Benchmark: Financial Services
Dividend Yield▲+30.00% vs sectorBetter
PAXLX
32.90%
avg
2.90%
5Y Dividend CAGR▼-7.10% vs sectorBelow avg
PAXLX
0.00%
avg
7.10%
Payout Ratio▼+12.00% vs sectorBelow avg
PAXLX
50.00%
avg
38.00%
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for PAXLX sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ PAXLX Insider Activity
No recent SEC filings reported in the last 90 days.
📊 About This Data
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the PAXLX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →