HomeCompareAXP vs VRTS

AXP vs VRTS: Dividend Comparison 2026

AXP yields 1.10% · VRTS yields 7.14%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VRTS wins by $50590.17M in total portfolio value
10 years
AXP
AXP
● Live price
1.10%
Share price
$297.58
Annual div
$3.28
5Y div CAGR
78.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$461.4K
Annual income
$298,922.75
Full AXP calculator →
VRTS
VRTS
● Live price
7.14%
Share price
$130.20
Annual div
$9.30
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$50590.63M
Annual income
$49,265,648,570.14
Full VRTS calculator →

Portfolio growth — AXP vs VRTS

📍 VRTS 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 PeriodAXPVRTS
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, AXP + VRTS cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AXP pays
VRTS pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

AXP
Annual income on $10K today (after 15% tax)
$93.69/yr
After 10yr DRIP, annual income (after tax)
$254,084.34/yr
VRTS
Annual income on $10K today (after 15% tax)
$607.14/yr
After 10yr DRIP, annual income (after tax)
$41,875,801,284.62/yr
At 15% tax rate, VRTS beats the other by $41,875,547,200.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AXP + VRTS for your $10,000?

AXP: 50%VRTS: 50%
100% VRTS50/50100% AXP
Portfolio after 10yr
$25295.55M
Annual income
$24,632,973,746.44/yr
Blended yield
97.38%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on AXP right now

AXP
Analyst Ratings
21
Buy
32
Hold
4
Sell
Consensus: Hold
Price Target
$374.58
+25.9% upside vs current
Range: $295.00 — $425.00
Altman Z
0.5
Piotroski
7/9
VRTS
Analyst Ratings
4
Buy
5
Hold
2
Sell
Consensus: Hold
Price Target
$167.67
+28.8% upside vs current
Range: $142.00 — $206.00
Altman Z
0.9
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)

AXP buys
0
VRTS buys
0
No recent congressional trades found for AXP or VRTS in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAXPVRTS
Forward yield1.10%7.14%
Annual dividend / share$3.28$9.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR78.5%100%
Portfolio after 10y$461.4K$50590.63M
Annual income after 10y$298,922.75$49,265,648,570.14
Total dividends collected$425.9K$50499.69M
Payment frequencyquarterlyquarterly
SectorFinancialsStock
Analyst consensusHoldHold
Analyst price target$374.58$167.67

Year-by-year: AXP vs VRTS ($10,000, DRIP)

YearAXP PortfolioAXP Income/yrVRTS PortfolioVRTS Income/yrGap
1← crossover$10,897$196.75$12,129$1,428.57$1.2KVRTS
2$12,017$357.65$16,216$3,238.60$4.2KVRTS
3$13,516$657.99$25,445$8,093.62$11.9KVRTS
4$15,697$1,234.61$50,964$23,737.87$35.3KVRTS
5$19,188$2,391.92$143,400$88,868.92$124.2KVRTS
6$25,409$4,877.60$620,832$467,394.11$595.4KVRTS
7$37,962$10,774.96$4,446,571$3,782,280.18$4.41MVRTS
8$67,475$26,855.93$55,392,819$50,634,987.90$55.33MVRTS
9$151,831$79,632.36$1,238,301,169$1,179,030,852.41$1238.15MVRTS
10$461,382$298,922.75$50,590,630,820$49,265,648,570.14$50590.17MVRTS

AXP vs VRTS: Complete Analysis 2026

AXPFinancials

American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. The company operates through three segments: Global Consumer Services Group, Global Commercial Services, and Global Merchant and Network Services. Its products and services include payment and financing products; network services; accounts payable expense management products and services; and travel and lifestyle services. The company's products and services also comprise merchant acquisition and processing, servicing and settlement, point-of-sale marketing, and information products and services for merchants; and fraud prevention services, as well as the design and operation of customer loyalty programs. It sells its products and services to consumers, small businesses, mid-sized companies, and large corporations through mobile and online applications, third-party vendors and business partners, direct mail, telephone, in-house sales teams, and direct response advertising. American Express Company was founded in 1850 and is headquartered in New York, New York.

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VRTSStock

Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut.

Full VRTS 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.