HomeCompareBKSB vs MO

BKSB vs MO: Dividend Comparison 2026

BKSB yields 4.28% · MO yields 9.11%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MO wins by $1.2K in total portfolio value· pulled ahead in Year 10
10 years
BKSB
BKSB
● Live price
4.28%
Share price
$46.76
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.4K
Annual income
$562.72
Full BKSB calculator →
MO
Altria Group Inc.
● Live price
9.11%
Share price
$44.80
Annual div
$4.08
5Y div CAGR
4.3%
Payout ratio
78%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.7K
Annual income
$4,052.72
Full MO calculator →

Portfolio growth — BKSB vs MO

📍 MO pulled ahead of the other in Year 10

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 PeriodBKSBMO
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, BKSB + MO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

BKSB
Annual income on $10K today (after 15% tax)
$363.56/yr
After 10yr DRIP, annual income (after tax)
$478.31/yr
MO
Annual income on $10K today (after 15% tax)
$774.11/yr
After 10yr DRIP, annual income (after tax)
$3,444.81/yr
At 15% tax rate, MO beats the other by $2,966.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of BKSB + MO for your $10,000?

BKSB: 50%MO: 50%
100% MO50/50100% BKSB
Portfolio after 10yr
$27.1K
Annual income
$2,307.72/yr
Blended yield
8.53%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MO right now

BKSB
No analyst data
MO
Analyst Ratings
16
Buy
9
Hold
1
Sell
Consensus: Buy
Price Target
$61.25
+36.7% 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)

BKSB buys
0
MO buys
0
No recent congressional trades found for BKSB or MO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBKSBMO
Forward yield4.28%9.11%
Annual dividend / share$2.00$4.08
Payout ratio50%78%
1-year div growth0%4.1%
5-year div CAGR0%4.3%
Portfolio after 10y$26.4K$27.7K
Annual income after 10y$562.72$4,052.72
Total dividends collected$5.0K$20.9K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearBKSB PortfolioBKSB Income/yrMO PortfolioMO Income/yrGap
1$11,128$427.72$10,740$949.88+$388.00BKSB
2$12,351$444.81$11,601$1,086.84+$750.00BKSB
3$13,678$461.43$12,608$1,250.75+$1.1KBKSB
4$15,112$477.54$13,792$1,448.20+$1.3KBKSB
5$16,663$493.12$15,190$1,687.69+$1.5KBKSB
6$18,338$508.16$16,851$1,980.28+$1.5KBKSB
7$20,144$522.64$18,838$2,340.48+$1.3KBKSB
8$22,091$536.57$21,230$2,787.44+$861.00BKSB
9$24,187$549.92$24,130$3,346.72+$57.00BKSB
10← crossover$26,443$562.72$27,676$4,052.72$1.2KMO

BKSB vs MO: Complete Analysis 2026

BKSBStock

To pursue its goal, the fund normally invests substantially all, but at least 80%, of its assets in bonds comprising the Bloomberg US Corporate 1-5 Years Total Return Index. The Bloomberg US Corporate 1-5 Years Total Return Index is designed to measure the market for investment grade, U.S. dollar-denominated, fixed-rate, taxable corporate bonds with one to five years left to maturity. It is non-diversified.

Full BKSB Calculator →

MOConsumer Staples

Altria is a Dividend King with 54+ consecutive years of dividend increases — one of the longest streaks in American corporate history. While cigarette volumes decline, pricing power and new product categories (oral nicotine pouches via NJOY) support cash flows. The near-9% yield is among the highest in the S&P 500.

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.