HomeCompareAASCX vs PM

AASCX vs PM: Dividend Comparison 2026

AASCX yields 15.35% · PM yields 3.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AASCX wins by $5.0K in total portfolio value
10 years
AASCX
AASCX
● Live price
15.35%
Share price
$26.96
Annual div
$4.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$54.7K
Annual income
$3,959.20
Full AASCX calculator →
PM
Philip Morris International
● Live price
3.49%
Share price
$164.83
Annual div
$5.76
5Y div CAGR
17.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.6K
Annual income
$2,502.61
Full PM calculator →

Portfolio growth — AASCX vs PM

📍 AASCX 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 PeriodAASCXPM
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, AASCX + PM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AASCX pays
PM pays
Both pay
Neither
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Tax Bracket Optimizer

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

AASCX
Annual income on $10K today (after 15% tax)
$1,305.13/yr
After 10yr DRIP, annual income (after tax)
$3,365.32/yr
PM
Annual income on $10K today (after 15% tax)
$297.03/yr
After 10yr DRIP, annual income (after tax)
$2,127.22/yr
At 15% tax rate, AASCX beats the other by $1,238.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AASCX + PM for your $10,000?

AASCX: 50%PM: 50%
100% PM50/50100% AASCX
Portfolio after 10yr
$52.2K
Annual income
$3,230.91/yr
Blended yield
6.19%
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Analyst Conviction Gap

Where Wall Street is most bullish on PM right now

AASCX
No analyst data
PM
Analyst Ratings
17
Buy
7
Hold
1
Sell
Consensus: Buy
Price Target
$194.30
+17.9% upside vs current
Range: $180.00 — $205.00
Altman Z
4.0
Piotroski
7/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AASCX buys
0
PM buys
0
No recent congressional trades found for AASCX or PM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAASCXPM
Forward yield15.35%3.49%
Annual dividend / share$4.14$5.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%17.2%
Portfolio after 10y$54.7K$49.6K
Annual income after 10y$3,959.20$2,502.61
Total dividends collected$26.8K$11.8K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: AASCX vs PM ($10,000, DRIP)

YearAASCX PortfolioAASCX Income/yrPM PortfolioPM Income/yrGap
1← crossover$12,235$1,535.45$11,650$409.56+$585.00AASCX
2$14,848$1,755.78$13,592$497.49+$1.3KAASCX
3$17,878$1,991.25$15,882$605.21+$2.0KAASCX
4$21,371$2,240.83$18,589$737.41+$2.8KAASCX
5$25,370$2,503.32$21,794$899.94+$3.6KAASCX
6$29,923$2,777.37$25,597$1,100.16+$4.3KAASCX
7$35,079$3,061.53$30,118$1,347.30+$5.0KAASCX
8$40,889$3,354.27$35,505$1,652.97+$5.4KAASCX
9$47,405$3,654.03$41,940$2,031.88+$5.5KAASCX
10$54,683$3,959.20$49,643$2,502.61+$5.0KAASCX

AASCX vs PM: Complete Analysis 2026

AASCXStock

The fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities of mid-sized companies. The Adviser focuses mainly on the equity securities of mid-sized U.S. companies which have market capitalizations equivalent to those included in widely known indices such as the Russell Midcap Index, S&P MidCap 400 Index, or the mid-sized company market capitalization classifications published by Lipper, Inc.

Full AASCX Calculator →

PMConsumer Staples

Philip Morris International Inc. operates as a tobacco company working to delivers a smoke-free future and evolving portfolio for the long-term to include products outside of the tobacco and nicotine sector. The company's product portfolio primarily consists of cigarettes and smoke-free products, including heat-not-burn, vapor, and oral nicotine products that are sold in markets outside the United States. The company offers its smoke-free products under the HEETS, HEETS Creations, HEETS Dimensions, HEETS Marlboro, HEETS FROM MARLBORO, Marlboro Dimensions, Marlboro HeatSticks, Parliament HeatSticks, and TEREA brands, as well as the KT&G-licensed brands, Fiit, and Miix. It also sells its products under the Marlboro, Parliament, Bond Street, Chesterfield, L&M, Lark, and Philip Morris brands. In addition, the company owns various cigarette brands, such as Dji Sam Soe, Sampoerna A, and Sampoerna U in Indonesia; and Fortune and Jackpot in the Philippines. The company sells its smoke-free products in 71 markets. Philip Morris International Inc. was incorporated in 1987 and is headquartered in New York, New York.

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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.