HomeCompareAVEAX vs EQR

AVEAX vs EQR: Dividend Comparison 2026

AVEAX yields 12.17% · EQR yields 5.87%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EQR wins by $3.2K in total portfolio value· pulled ahead in Year 9
10 years
AVEAX
AVEAX
● Live price
12.17%
Share price
$16.44
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.6K
Annual income
$2,598.02
Full AVEAX calculator →
EQR
EQR
● Live price
5.87%
Share price
$59.15
Annual div
$3.47
5Y div CAGR
15.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.8K
Annual income
$5,475.61
Full EQR calculator →

Portfolio growth — AVEAX vs EQR

📍 EQR pulled ahead of the other in Year 9

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 PeriodAVEAXEQR
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, AVEAX + EQR cover 0 of 12 monthsgood coverage

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

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

AVEAX
Annual income on $10K today (after 15% tax)
$1,034.06/yr
After 10yr DRIP, annual income (after tax)
$2,208.32/yr
EQR
Annual income on $10K today (after 15% tax)
$499.01/yr
After 10yr DRIP, annual income (after tax)
$4,654.27/yr
At 15% tax rate, EQR beats the other by $2,445.95/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AVEAX + EQR for your $10,000?

AVEAX: 50%EQR: 50%
100% EQR50/50100% AVEAX
Portfolio after 10yr
$46.2K
Annual income
$4,036.81/yr
Blended yield
8.74%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EQR right now

AVEAX
No analyst data
EQR
Analyst Ratings
16
Buy
28
Hold
2
Sell
Consensus: Hold
Price Target
$70.35
+18.9% upside vs current
Range: $63.00 — $78.50
Altman Z
1.8
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)

AVEAX buys
0
EQR buys
0
No recent congressional trades found for AVEAX or EQR in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAVEAXEQR
Forward yield12.17%5.87%
Annual dividend / share$2.00$3.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.8%
Portfolio after 10y$44.6K$47.8K
Annual income after 10y$2,598.02$5,475.61
Total dividends collected$18.9K$23.0K
Payment frequencyquarterlyquarterly
SectorStockREIT

Year-by-year: AVEAX vs EQR ($10,000, DRIP)

YearAVEAX PortfolioAVEAX Income/yrEQR PortfolioEQR Income/yrGap
1$11,917$1,216.55$11,380$679.82+$537.00AVEAX
2$14,106$1,354.86$13,014$837.25+$1.1KAVEAX
3$16,592$1,498.83$14,961$1,036.20+$1.6KAVEAX
4$19,401$1,647.67$17,297$1,289.22+$2.1KAVEAX
5$22,560$1,800.59$20,121$1,613.15+$2.4KAVEAX
6$26,095$1,956.77$23,561$2,030.84+$2.5KAVEAX
7$30,038$2,115.39$27,783$2,573.54+$2.3KAVEAX
8$34,416$2,275.65$33,013$3,284.39+$1.4KAVEAX
9← crossover$39,262$2,436.78$39,547$4,223.51$285.00EQR
10$44,608$2,598.02$47,791$5,475.61$3.2KEQR

AVEAX vs EQR: Complete Analysis 2026

AVEAXStock

Under normal market conditions, the fund will invest primarily in equity securities that the Adviser believes have high earnings growth potential. Under normal circumstances, all of the fund's equity investments and at least 80% of the fund's net assets (plus the amount of borrowings for investment purposes) will be invested in companies believed to offer products or services or engage in practices that are not contrary to core values and teachings of the Roman Catholic Church. The fund is non-diversified.

Full AVEAX Calculator →

EQRREIT

Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.

Full EQR 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.