HomeCompareATERX vs ORCC

ATERX vs ORCC: Dividend Comparison 2026

ATERX yields 1.34% · ORCC yields 9.79%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ATERX wins by $12.70M in total portfolio value· pulled ahead in Year 2
10 years
ATERX
ATERX
● Live price
1.34%
Share price
$149.57
Annual div
$2.00
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$12.72M
Annual income
$11,119,257.82
Full ATERX calculator →
ORCC
ORCC
● Live price
9.79%
Share price
$13.48
Annual div
$1.32
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$1.04
Full ORCC calculator →

Portfolio growth — ATERX vs ORCC

📍 ATERX pulled ahead of the other in Year 2

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 PeriodATERXORCC
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, ATERX + ORCC cover 0 of 12 monthsgood coverage

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

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

ATERX
Annual income on $10K today (after 15% tax)
$113.66/yr
After 10yr DRIP, annual income (after tax)
$9,451,369.15/yr
ORCC
Annual income on $10K today (after 15% tax)
$832.34/yr
After 10yr DRIP, annual income (after tax)
$0.88/yr
At 15% tax rate, ATERX beats the other by $9,451,368.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of ATERX + ORCC for your $10,000?

ATERX: 50%ORCC: 50%
100% ORCC50/50100% ATERX
Portfolio after 10yr
$6.37M
Annual income
$5,559,629.43/yr
Blended yield
87.29%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on ORCC right now

ATERX
No analyst data
Altman Z
1.2
Piotroski
6/9
ORCC
Analyst Ratings
9
Buy
4
Hold
1
Sell
Consensus: Buy
Price Target
$16.00
+18.7% upside vs current
Range: $16.00 — $16.00
Altman Z
0.5
Piotroski
5/9
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)

ATERX buys
0
ORCC buys
0
No recent congressional trades found for ATERX or ORCC in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricATERXORCC
Forward yield1.34%9.79%
Annual dividend / share$2.00$1.32
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%-50%
Portfolio after 10y$12.72M$21.4K
Annual income after 10y$11,119,257.82$1.04
Total dividends collected$12.57M$1.0K
Payment frequencyquarterlyquarterly
SectorStockBDC

Year-by-year: ATERX vs ORCC ($10,000, DRIP)

YearATERX PortfolioATERX Income/yrORCC PortfolioORCC Income/yrGap
1$10,967$267.43$11,190$489.61$223.00ORCC
2← crossover$12,283$548.23$12,229$256.01+$54.00ATERX
3$14,291$1,147.69$13,216$130.74+$1.1KATERX
4$17,787$2,495.83$14,207$66.02+$3.6KATERX
5$24,839$5,806.38$15,234$33.17+$9.6KATERX
6$41,733$15,155.62$16,317$16.62+$25.4KATERX
7$92,250$47,596.11$17,468$8.32+$74.8KATERX
8$295,364$196,655.87$18,695$4.16+$276.7KATERX
9$1,492,947$1,176,907.65$20,006$2.08+$1.47MATERX
10$12,716,711$11,119,257.82$21,407$1.04+$12.70MATERX

ATERX vs ORCC: Complete Analysis 2026

ATERXStock

The investment seeks long-term growth of capital. The fund pursues opportunistic growth by investing in a global universe of companies whose business activities the Adviser believes position the company to benefit from certain sustainable investment themes that align with one or more of the United Nations Sustainable Development Goals SDGs. The Adviser employs a combination of "top-down" and "bottom-up" investment processes with the goal of identifying securities of companies worldwide, that fit into sustainable investment themes.

Full ATERX Calculator →

ORCCBDC

Owl Rock Capital Corporation is a business development company. The fund makes investments in senior secured or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment.

Full ORCC 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.