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CAGEX vs PM: Dividend Comparison 2026

CAGEX yields 16.84% · PM yields 3.48%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CAGEX wins by $10.5K in total portfolio value
10 years
CAGEX
CAGEX
● Live price
16.84%
Share price
$16.41
Annual div
$2.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$60.0K
Annual income
$4,733.52
Full CAGEX 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 — CAGEX vs PM

📍 CAGEX 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 PeriodCAGEXPM
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, CAGEX + PM cover 0 of 12 monthsgood coverage

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

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

CAGEX
Annual income on $10K today (after 15% tax)
$1,431.28/yr
After 10yr DRIP, annual income (after tax)
$4,023.49/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, CAGEX beats the other by $1,905.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CAGEX: 50%PM: 50%
100% PM50/50100% CAGEX
Portfolio after 10yr
$54.8K
Annual income
$3,612.77/yr
Blended yield
6.59%
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Analyst Conviction Gap

Where Wall Street is most bullish on PM right now

CAGEX
No analyst data
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)

CAGEX buys
0
PM buys
0
No recent congressional trades found for CAGEX or PM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCAGEXPM
Forward yield16.84%3.48%
Annual dividend / share$2.76$5.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%17.2%
Portfolio after 10y$60.0K$49.6K
Annual income after 10y$4,733.52$2,492.02
Total dividends collected$31.1K$11.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearCAGEX PortfolioCAGEX Income/yrPM PortfolioPM Income/yrGap
1← crossover$12,384$1,683.86$11,648$408.29+$736.00CAGEX
2$15,200$1,948.85$13,589$495.90+$1.6KCAGEX
3$18,499$2,235.47$15,877$603.21+$2.6KCAGEX
4$22,337$2,542.74$18,580$734.88+$3.8KCAGEX
5$26,770$2,869.39$21,781$896.75+$5.0KCAGEX
6$31,857$3,213.88$25,578$1,096.12+$6.3KCAGEX
7$37,662$3,574.48$30,092$1,342.17+$7.6KCAGEX
8$44,248$3,949.31$35,470$1,646.46+$8.8KCAGEX
9$51,681$4,336.35$41,892$2,023.58+$9.8KCAGEX
10$60,032$4,733.52$49,578$2,492.02+$10.5KCAGEX

CAGEX vs PM: Complete Analysis 2026

CAGEXStock

The investment seeks long-term capital growth. The fund invests primarily in a globally-diversified portfolio of equity securities. It normally invests at least 80% of its net assets (plus any borrowings) in equity securities, including convertible securities convertible into equity securities. The fund&#39;s portfolio may include securities of well-established companies with large market capitalizations as well as small, unseasoned companies. It invests at least 40% of its assets in securities of foreign issuers. The fund may invest in securities of issuers in emerging markets to a significant extent.

Full CAGEX 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.

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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.