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BAEIX vs MO: Dividend Comparison 2026

BAEIX yields 27.72% · MO yields 6.27%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BAEIX wins by $38.2K in total portfolio value
10 years
BAEIX
BAEIX
● Live price
27.72%
Share price
$16.85
Annual div
$4.67
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$115.9K
Annual income
$14,318.66
Full BAEIX calculator →
MO
Altria Group Inc.
● Live price
6.27%
Share price
$67.02
Annual div
$4.20
5Y div CAGR
22.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$77.7K
Annual income
$28,968.54
Full MO calculator →

Portfolio growth — BAEIX vs MO

📍 BAEIX 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 PeriodBAEIXMO
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, BAEIX + MO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

BAEIX
Annual income on $10K today (after 15% tax)
$2,356.09/yr
After 10yr DRIP, annual income (after tax)
$12,170.86/yr
MO
Annual income on $10K today (after 15% tax)
$532.68/yr
After 10yr DRIP, annual income (after tax)
$24,623.26/yr
At 15% tax rate, MO beats the other by $12,452.40/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 BAEIX + MO for your $10,000?

BAEIX: 50%MO: 50%
100% MO50/50100% BAEIX
Portfolio after 10yr
$96.8K
Annual income
$21,643.60/yr
Blended yield
22.35%
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Analyst Conviction Gap

Where Wall Street is most bullish on MO right now

BAEIX
No analyst data
MO
Analyst Ratings
16
Buy
9
Hold
1
Sell
Consensus: Buy
Price Target
$61.25
-8.6% upside vs current
Range: $47.00 — $68.00
Altman Z
3.2
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)

BAEIX buys
0
MO buys
11
PoliticianChamberTickerTypeAmountDate
Ro Khanna🏢 House$MO▲ Buy$1,000 - $15,0002025-08-04
Sheri Biggs🏢 House$MO▼ Sell$1,001 - $15,0002025-03-19
Pete Sessions🏢 House$MO▼ Sell$1,001 - $15,0002024-09-10
Ro Khanna🏢 House$MO▲ Buy$1,001 - $15,0002024-03-20
Ro Khanna🏢 House$MO▲ Buy$1,001 - $15,0002024-02-13
Virginia Foxx🏢 House$MO▼ Sell$1,001 - $15,0002024-01-16
Virginia Foxx🏢 House$MO▲ Buy$1,001 - $15,0002024-01-11
Ro Khanna🏢 House$MO▼ Sell$1,001 - $15,0002024-01-10
Ro Khanna🏢 House$MO▲ Buy$1,001 - $15,0002024-01-10
Virginia Foxx🏢 House$MO▼ Sell$15,001 - $50,0002024-01-10
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBAEIXMO
Forward yield27.72%6.27%
Annual dividend / share$4.67$4.20
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%22.6%
Portfolio after 10y$115.9K$77.7K
Annual income after 10y$14,318.66$28,968.54
Total dividends collected$76.7K$72.0K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: BAEIX vs MO ($10,000, DRIP)

YearBAEIX PortfolioBAEIX Income/yrMO PortfolioMO Income/yrGap
1← crossover$13,472$2,771.87$10,558$768.31+$2.9KBAEIX
2$17,905$3,489.93$11,352$1,015.87+$6.6KBAEIX
3$23,493$4,334.86$12,482$1,367.86+$11.0KBAEIX
4$30,453$5,315.70$14,103$1,883.39+$16.4KBAEIX
5$39,025$6,439.78$16,472$2,664.91+$22.6KBAEIX
6$49,469$7,712.48$20,024$3,897.79+$29.4KBAEIX
7$62,069$9,136.99$25,537$5,933.74+$36.5KBAEIX
8$77,128$10,714.20$34,478$9,476.77+$42.6KBAEIX
9$94,969$12,442.67$49,776$16,022.63+$45.2KBAEIX
10$115,936$14,318.66$77,699$28,968.54+$38.2KBAEIX

BAEIX vs MO: Complete Analysis 2026

BAEIXStock

The investment seeks capital growth and current income. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It invests, under normal market conditions, primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividend rates. The fund may also invest in U.S. traded common stocks of foreign companies, including American Depositary Receipts.

Full BAEIX Calculator →

MOConsumer Staples

Altria Group, Inc., through its subsidiaries, manufactures and sells smokeable and oral tobacco products in the United States. The company provides cigarettes primarily under the Marlboro brand; cigars and pipe tobacco principally under the Black & Mild brand; and moist smokeless tobacco products under the Copenhagen, Skoal, Red Seal, and Husky brands, as well as provides on! oral nicotine pouches. It sells its tobacco products primarily to wholesalers, including distributors; and large retail organizations, such as chain stores. Altria Group, Inc. was founded in 1822 and is headquartered in Richmond, Virginia.

Full MO 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.