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AWSHX vs ORCC: Dividend Comparison 2026

AWSHX yields 10.44% · ORCC yields 9.79%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AWSHX wins by $18.5K in total portfolio value
10 years
AWSHX
AWSHX
● Live price
10.44%
Share price
$62.94
Annual div
$6.57
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.9K
Annual income
$2,010.21
Full AWSHX 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 — AWSHX vs ORCC

📍 AWSHX 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 PeriodAWSHXORCC
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, AWSHX + ORCC cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AWSHX 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.

AWSHX
Annual income on $10K today (after 15% tax)
$887.48/yr
After 10yr DRIP, annual income (after tax)
$1,708.68/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, AWSHX beats the other by $1,707.79/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

AWSHX: 50%ORCC: 50%
100% ORCC50/50100% AWSHX
Portfolio after 10yr
$30.6K
Annual income
$1,005.63/yr
Blended yield
3.28%
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Analyst Conviction Gap

Where Wall Street is most bullish on ORCC right now

AWSHX
No analyst data
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AWSHX buys
0
ORCC buys
18
PoliticianChamberTickerTypeAmountDate
Trey Hollingsworth🏢 House$ORCC▲ Buy$15,001 - $50,0002022-06-23
Trey Hollingsworth🏢 House$ORCC▲ Buy$250,001 - $500,0002022-06-16
Trey Hollingsworth🏢 House$ORCC▲ Buy$15,001 - $50,0002022-06-14
Trey Hollingsworth🏢 House$ORCC▲ Buy$50,001 - $100,0002022-06-13
Trey Hollingsworth🏢 House$ORCC▲ Buy$50,001 - $100,0002022-06-10
Trey Hollingsworth🏢 House$ORCC▲ Buy$15,001 - $50,0002022-06-09
Trey Hollingsworth🏢 House$ORCC▲ Buy$15,001 - $50,0002022-06-08
Trey Hollingsworth🏢 House$ORCC▲ Buy$50,001 - $100,0002022-06-03
Trey Hollingsworth🏢 House$ORCC▲ Buy$15,001 - $50,0002022-05-24
Trey Hollingsworth🏢 House$ORCC▲ Buy$100,001 - $250,0002022-05-20
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAWSHXORCC
Forward yield10.44%9.79%
Annual dividend / share$6.57$1.32
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%-50%
Portfolio after 10y$39.9K$21.4K
Annual income after 10y$2,010.21$1.04
Total dividends collected$15.2K$1.0K
Payment frequencyquarterlyquarterly
SectorStockBDC

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

YearAWSHX PortfolioAWSHX Income/yrORCC PortfolioORCC Income/yrGap
1← crossover$11,744$1,044.09$11,190$489.61+$554.00AWSHX
2$13,712$1,145.97$12,229$256.01+$1.5KAWSHX
3$15,922$1,250.48$13,216$130.74+$2.7KAWSHX
4$18,394$1,357.05$14,207$66.02+$4.2KAWSHX
5$21,147$1,465.15$15,234$33.17+$5.9KAWSHX
6$24,201$1,574.22$16,317$16.62+$7.9KAWSHX
7$27,579$1,683.74$17,468$8.32+$10.1KAWSHX
8$31,303$1,793.21$18,695$4.16+$12.6KAWSHX
9$35,396$1,902.18$20,006$2.08+$15.4KAWSHX
10$39,884$2,010.21$21,407$1.04+$18.5KAWSHX

AWSHX vs ORCC: Complete Analysis 2026

AWSHXStock

The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks.

Full AWSHX 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.