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BHBFX vs PM: Dividend Comparison 2026

BHBFX yields 11.79% · PM yields 3.48%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PM wins by $6.0K in total portfolio value· pulled ahead in Year 7
10 years
BHBFX
BHBFX
● Live price
11.79%
Share price
$25.64
Annual div
$3.02
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.5K
Annual income
$2,460.96
Full BHBFX calculator →
PM
Philip Morris International
● Live price
3.48%
Share price
$165.34
Annual div
$5.76
5Y div CAGR
17.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.6K
Annual income
$2,492.02
Full PM calculator →

Portfolio growth — BHBFX vs PM

📍 PM pulled ahead of the other in Year 7

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodBHBFXPM
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%.
📅

Dividend Calendar Overlap

Combined, BHBFX + PM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

BHBFX
Annual income on $10K today (after 15% tax)
$1,001.92/yr
After 10yr DRIP, annual income (after tax)
$2,091.82/yr
PM
Annual income on $10K today (after 15% tax)
$296.12/yr
After 10yr DRIP, annual income (after tax)
$2,118.22/yr
At 15% tax rate, PM beats the other by $26.40/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of BHBFX + PM for your $10,000?

BHBFX: 50%PM: 50%
100% PM50/50100% BHBFX
Portfolio after 10yr
$46.6K
Annual income
$2,476.49/yr
Blended yield
5.32%
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Analyst Conviction Gap

Where Wall Street is most bullish on PM right now

BHBFX
No analyst data
Altman Z
1.0
Piotroski
6/9
PM
Analyst Ratings
17
Buy
7
Hold
1
Sell
Consensus: Buy
Price Target
$194.30
+17.5% upside vs current
Range: $180.00 — $205.00
Altman Z
4.0
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)

BHBFX buys
0
PM buys
0
No recent congressional trades found for BHBFX or PM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBHBFXPM
Forward yield11.79%3.48%
Annual dividend / share$3.02$5.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%17.2%
Portfolio after 10y$43.5K$49.6K
Annual income after 10y$2,460.96$2,492.02
Total dividends collected$18.1K$11.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: BHBFX vs PM ($10,000, DRIP)

YearBHBFX PortfolioBHBFX Income/yrPM PortfolioPM Income/yrGap
1$11,879$1,178.73$11,648$408.29+$231.00BHBFX
2$14,019$1,308.58$13,589$495.90+$430.00BHBFX
3$16,443$1,443.30$15,877$603.21+$566.00BHBFX
4$19,177$1,582.18$18,580$734.88+$597.00BHBFX
5$22,243$1,724.45$21,781$896.75+$462.00BHBFX
6$25,670$1,869.38$25,578$1,096.12+$92.00BHBFX
7← crossover$29,483$2,016.21$30,092$1,342.17$609.00PM
8$33,711$2,164.21$35,470$1,646.46$1.8KPM
9$38,383$2,312.68$41,892$2,023.58$3.5KPM
10$43,531$2,460.96$49,578$2,492.02$6.0KPM

BHBFX vs PM: Complete Analysis 2026

BHBFXStock

The fund seeks to achieve its investment objective by investing in equity securities of companies with a market capitalization of over $1 billion and a history of paying dividends, with the ability to increase dividends over time. Under normal market conditions, at least 80% of the fund's net assets (including borrowings for investment purposes) will be invested in dividend paying equity securities.

Full BHBFX Calculator →

PMConsumer Staples

Philip Morris International Inc. operates as a tobacco company working to delivers a smoke-free future and evolving portfolio for the long-term to include products outside of the tobacco and nicotine sector. The company's product portfolio primarily consists of cigarettes and smoke-free products, including heat-not-burn, vapor, and oral nicotine products that are sold in markets outside the United States. The company offers its smoke-free products under the HEETS, HEETS Creations, HEETS Dimensions, HEETS Marlboro, HEETS FROM MARLBORO, Marlboro Dimensions, Marlboro HeatSticks, Parliament HeatSticks, and TEREA brands, as well as the KT&G-licensed brands, Fiit, and Miix. It also sells its products under the Marlboro, Parliament, Bond Street, Chesterfield, L&M, Lark, and Philip Morris brands. In addition, the company owns various cigarette brands, such as Dji Sam Soe, Sampoerna A, and Sampoerna U in Indonesia; and Fortune and Jackpot in the Philippines. The company sells its smoke-free products in 71 markets. Philip Morris International Inc. was incorporated in 1987 and is headquartered in New York, New York.

Full PM 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.