HomeCompareCARR vs VRTS

CARR vs VRTS: Dividend Comparison 2026

CARR yields 1.68% · VRTS yields 7.14%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VRTS wins by $50559.46M in total portfolio value
10 years
CARR
CARR
● Live price
1.68%
Share price
$54.36
Annual div
$0.92
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.17M
Annual income
$27,977,126.68
Full CARR calculator →
VRTS
VRTS
● Live price
7.14%
Share price
$130.20
Annual div
$9.30
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$50590.63M
Annual income
$49,265,648,570.14
Full VRTS calculator →

Portfolio growth — CARR vs VRTS

📍 VRTS 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 PeriodCARRVRTS
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, CARR + VRTS cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CARR
Annual income on $10K today (after 15% tax)
$143.07/yr
After 10yr DRIP, annual income (after tax)
$23,780,557.68/yr
VRTS
Annual income on $10K today (after 15% tax)
$607.14/yr
After 10yr DRIP, annual income (after tax)
$41,875,801,284.62/yr
At 15% tax rate, VRTS beats the other by $41,852,020,726.94/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of CARR + VRTS for your $10,000?

CARR: 50%VRTS: 50%
100% VRTS50/50100% CARR
Portfolio after 10yr
$25310.90M
Annual income
$24,646,812,848.41/yr
Blended yield
97.38%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on CARR right now

CARR
Analyst Ratings
13
Buy
11
Hold
1
Sell
Consensus: Buy
Price Target
$67.88
+24.9% upside vs current
Range: $55.00 — $74.00
Altman Z
2.4
Piotroski
6/9
VRTS
Analyst Ratings
4
Buy
5
Hold
2
Sell
Consensus: Hold
Price Target
$167.67
+28.8% upside vs current
Range: $142.00 — $206.00
Altman Z
0.9
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)

CARR buys
0
VRTS buys
0
No recent congressional trades found for CARR or VRTS in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCARRVRTS
Forward yield1.68%7.14%
Annual dividend / share$0.92$9.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%100%
Portfolio after 10y$31.17M$50590.63M
Annual income after 10y$27,977,126.68$49,265,648,570.14
Total dividends collected$30.90M$50499.69M
Payment frequencyquarterlyquarterly
SectorIndustrialsStock
Analyst consensusBuyHold
Analyst price target$67.88$167.67

Year-by-year: CARR vs VRTS ($10,000, DRIP)

YearCARR PortfolioCARR Income/yrVRTS PortfolioVRTS Income/yrGap
1← crossover$11,037$336.64$12,129$1,428.57$1.1KVRTS
2$12,504$694.47$16,216$3,238.60$3.7KVRTS
3$14,850$1,470.63$25,445$8,093.62$10.6KVRTS
4$19,154$3,264.56$50,964$23,737.87$31.8KVRTS
5$28,365$7,870.58$143,400$88,868.92$115.0KVRTS
6$52,137$21,786.34$620,832$467,394.11$568.7KVRTS
7$130,637$74,850.27$4,446,571$3,782,280.18$4.32MVRTS
8$490,339$350,558.26$55,392,819$50,634,987.90$54.90MVRTS
9$2,984,115$2,459,451.41$1,238,301,169$1,179,030,852.41$1235.32MVRTS
10$31,170,129$27,977,126.68$50,590,630,820$49,265,648,570.14$50559.46MVRTS

CARR vs VRTS: Complete Analysis 2026

CARRIndustrials

Carrier Global Corporation provides heating, ventilating, and air conditioning (HVAC), refrigeration, fire, security, and building automation technologies worldwide. It operates through three segments: HVAC, Refrigeration, and Fire & Security. The HVAC segment provides products, controls, services, and solutions to meet the heating, cooling, and ventilation needs of residential and commercial customers. Its products include air conditioners, heating systems, controls, and aftermarket components, as well as aftermarket repair and maintenance services and building automation solutions. The Refrigeration segment offers transport refrigeration and monitoring products and services, as well as digital solutions for trucks, trailers, shipping containers, intermodal applications, food retail, and warehouse cooling; and commercial refrigeration solutions, such as refrigerated cabinets, freezers, systems, and controls. The Fire & Security segment provides various residential, commercial, and industrial technologies, including fire, flame, gas, smoke, and carbon monoxide detection; portable fire extinguishers; fire suppression systems; intruder alarms; access control systems; video management systems; and electronic controls. Its other fire and security service offerings comprise audit, design, installation, and system integration, as well as aftermarket maintenance and repair and monitoring services. The company offers its products under the Autronica, Det-Tronics, Edwards, Fireye, GST, Kidde, LenelS2, Marioff, Onity, and Supra; Carrier, Automated Logic, Bryant, CIAT, Day & Night, Heil, NORESCO, and Riello; and Carrier Commercial Refrigeration, Carrier Transicold, and Sensitech brands. The company was incorporated in 2019 and is headquartered in Palm Beach Gardens, Florida.

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VRTSStock

Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut.

Full VRTS 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.