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CFAIX vs MRK: Dividend Comparison 2026

CFAIX yields 3.62% · MRK yields 3.25%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MRK wins by $5.5K in total portfolio value
10 years
CFAIX
CFAIX
● Live price
3.62%
Share price
$18.31
Annual div
$0.66
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.3K
Annual income
$457.18
Full CFAIX calculator →
MRK
Merck & Co. Inc.
● Live price
3.25%
Share price
$94.80
Annual div
$3.08
5Y div CAGR
8.2%
Payout ratio
42%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$950.29
Full MRK calculator →

Portfolio growth — CFAIX vs MRK

📍 MRK 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 PeriodCFAIXMRK
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, CFAIX + MRK cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CFAIX
Annual income on $10K today (after 15% tax)
$307.88/yr
After 10yr DRIP, annual income (after tax)
$388.60/yr
MRK
Annual income on $10K today (after 15% tax)
$276.16/yr
After 10yr DRIP, annual income (after tax)
$807.75/yr
At 15% tax rate, MRK beats the other by $419.14/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of CFAIX + MRK for your $10,000?

CFAIX: 50%MRK: 50%
100% MRK50/50100% CFAIX
Portfolio after 10yr
$28.0K
Annual income
$703.74/yr
Blended yield
2.51%
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Analyst Conviction Gap

Where Wall Street is most bullish on MRK right now

CFAIX
No analyst data
MRK
Analyst Ratings
25
Buy
11
Hold
1
Sell
Consensus: Buy
Price Target
$128.54
+35.6% upside vs current
Range: $100.00 — $150.00
Altman Z
4.0
Piotroski
6/9
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)

CFAIX buys
0
MRK buys
0
No recent congressional trades found for CFAIX or MRK in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCFAIXMRK
Forward yield3.62%3.25%
Annual dividend / share$0.66$3.08
Payout ratio50%42%
1-year div growth0%5.5%
5-year div CAGR0%8.2%
Portfolio after 10y$25.3K$30.7K
Annual income after 10y$457.18$950.29
Total dividends collected$4.1K$6.1K
Payment frequencyquarterlyquarterly
SectorStockHealthcare

Year-by-year: CFAIX vs MRK ($10,000, DRIP)

YearCFAIX PortfolioCFAIX Income/yrMRK PortfolioMRK Income/yrGap
1← crossover$11,062$362.21$11,192$351.54$130.00MRK
2$12,211$374.47$12,524$392.70$313.00MRK
3$13,452$386.31$14,015$438.65$563.00MRK
4$14,791$397.74$15,682$489.96$891.00MRK
5$16,236$408.73$17,547$547.23$1.3KMRK
6$17,791$419.28$19,632$611.16$1.8KMRK
7$19,466$429.40$21,963$682.53$2.5KMRK
8$21,268$439.09$24,571$762.18$3.3KMRK
9$23,205$448.34$27,486$851.08$4.3KMRK
10$25,287$457.18$30,745$950.29$5.5KMRK

CFAIX vs MRK: Complete Analysis 2026

CFAIXStock

The fund is a "fund of funds" that seeks to achieve its investment objectives by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 50%-80% of its net assets in funds that invest primarily in income securities and 20% to 50% of its net assets in funds that invest primarily in equity securities. The fund may also invest 0% to 10% of its net assets in cash and short-term money market instruments.

Full CFAIX Calculator →

MRKHealthcare

Merck is a Dividend Aristocrat with 14+ consecutive years of increases. Keytruda (pembrolizumab) is the world's best-selling cancer drug and drives exceptional cash generation. The company's oncology and vaccines pipeline provides long-term growth visibility beyond the Keytruda patent cliff in the 2030s.

Full MRK 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.