HomeCompareBALFX vs O

BALFX vs O: Dividend Comparison 2026

BALFX yields 8.48% · O yields 5.28%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BALFX wins by $834.00 in total portfolio value
10 years
BALFX
BALFX
● Live price
8.48%
Share price
$36.27
Annual div
$3.08
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.1K
Annual income
$1,449.78
Full BALFX calculator →
O
Realty Income Corporation
● Live price
5.28%
Share price
$61.15
Annual div
$3.23
5Y div CAGR
15.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.2K
Annual income
$5,102.74
Full O calculator →

Portfolio growth — BALFX vs O

📍 BALFX 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 PeriodBALFXO
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, BALFX + O cover 0 of 12 monthsgood coverage

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

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

BALFX
Annual income on $10K today (after 15% tax)
$721.06/yr
After 10yr DRIP, annual income (after tax)
$1,232.31/yr
O
Annual income on $10K today (after 15% tax)
$449.12/yr
After 10yr DRIP, annual income (after tax)
$4,337.33/yr
At 15% tax rate, O beats the other by $3,105.02/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 BALFX + O for your $10,000?

BALFX: 50%O: 50%
100% O50/50100% BALFX
Portfolio after 10yr
$34.7K
Annual income
$3,276.26/yr
Blended yield
9.45%
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Analyst Conviction Gap

Where Wall Street is most bullish on O right now

BALFX
No analyst data
O
Analyst Ratings
13
Buy
18
Hold
3
Sell
Consensus: Hold
Price Target
$64.00
+4.7% upside vs current
Range: $60.00 — $69.00
Altman Z
1.0
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)

BALFX buys
0
O buys
0
No recent congressional trades found for BALFX or O in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBALFXO
Forward yield8.48%5.28%
Annual dividend / share$3.08$3.23
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.1%
Portfolio after 10y$35.1K$34.2K
Annual income after 10y$1,449.78$5,102.74
Total dividends collected$11.5K$20.7K
Payment frequencyquarterlymonthly
SectorStockREIT

Year-by-year: BALFX vs O ($10,000, DRIP)

YearBALFX PortfolioBALFX Income/yrO PortfolioO Income/yrGap
1← crossover$11,548$848.30$10,818$608.16+$730.00BALFX
2$13,272$915.56$11,787$741.68+$1.5KBALFX
3$15,185$983.40$12,946$911.00+$2.2KBALFX
4$17,299$1,051.49$14,345$1,127.94+$3.0KBALFX
5$19,630$1,119.54$16,056$1,409.05+$3.6KBALFX
6$22,191$1,187.26$18,171$1,777.83+$4.0KBALFX
7$24,999$1,254.37$20,820$2,268.21+$4.2KBALFX
8$28,069$1,320.63$24,188$2,929.90+$3.9KBALFX
9$31,420$1,385.83$28,533$3,837.11+$2.9KBALFX
10$35,069$1,449.78$34,235$5,102.74+$834.00BALFX

BALFX vs O: Complete Analysis 2026

BALFXStock

The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. It also invests in securities issued and guaranteed by the U.S. government and by federal agencies and instrumentalities. In addition, the fund may invest a portion of its assets in common stocks, most of which have a history of paying dividends, bonds and other securities of issuers domiciled outside the United States.

Full BALFX Calculator →

OREIT

Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date, the company has declared 608 consecutive common stock monthly dividends throughout its 52-year operating history and increased the dividend 109 times since Realty Income's public listing in 1994 (NYSE: O). The company is a member of the S&P 500 Dividend Aristocrats index. Additional information about the company can be obtained from the corporate website at www.realtyincome.com.

Full O 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.