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CGIIX vs MRK: Dividend Comparison 2026

CGIIX yields 8.58% · MRK yields 3.25%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CGIIX wins by $4.6K in total portfolio value
10 years
CGIIX
CGIIX
● Live price
8.58%
Share price
$46.91
Annual div
$4.03
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.3K
Annual income
$1,475.51
Full CGIIX 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 — CGIIX vs MRK

📍 CGIIX 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 PeriodCGIIXMRK
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, CGIIX + MRK cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

CGIIX
Annual income on $10K today (after 15% tax)
$729.44/yr
After 10yr DRIP, annual income (after tax)
$1,254.18/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, CGIIX beats the other by $446.44/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CGIIX: 50%MRK: 50%
100% MRK50/50100% CGIIX
Portfolio after 10yr
$33.0K
Annual income
$1,212.90/yr
Blended yield
3.67%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MRK right now

CGIIX
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)

CGIIX buys
0
MRK buys
8
PoliticianChamberTickerTypeAmountDate
Josh Gottheimer🏢 House$MRK▲ Buy$1,001 - $15,0002026-02-04
Michael McCaul🏢 House$MRK▼ Sell$15,001 - $50,0002026-01-13
Gilbert Cisneros🏢 House$MRK▲ Buy$1,001 - $15,0002025-12-19
Julie Johnson🏢 House$MRK▼ Sell$1,001 - $15,0002025-12-18
Julie Johnson🏢 House$MRK▼ Sell$1,001 - $15,0002025-11-13
Ro Khanna🏢 House$MRK▼ Sell$1,001 - $15,0002025-09-29
Val Hoyle🏢 House$MRK▼ Sell$1,001 - $15,0002025-09-23
Marjorie Taylor Greene🏢 House$MRK▲ Buy$1,001 - $15,0002025-08-28
Julie Johnson🏢 House$MRK▼ Sell$1,001 - $15,0002025-08-14
Gilbert Cisneros🏢 House$MRK▲ Buy$1,001 - $15,0002025-08-05
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCGIIXMRK
Forward yield8.58% ✓3.25%
Annual dividend / share$4.03 ✓$3.08
Payout ratio50%42% ✓
1-year div growth0%5.5% ✓
5-year div CAGR0%8.2% ✓
Portfolio after 10y$35.3K ✓$30.7K
Annual income after 10y$1,475.51 ✓$950.29
Total dividends collected$11.7K ✓$6.1K
Payment frequencyquarterlyquarterly
SectorStockHealthcare

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

YearCGIIX PortfolioCGIIX Income/yrMRK PortfolioMRK Income/yrGap
1← crossover$11,558$858.16$11,192$351.54+$366.00 → CGIIX
2$13,294$926.99$12,524$392.70+$770.00 → CGIIX
3$15,221$996.47$14,015$438.65+$1.2K → CGIIX
4$17,353$1,066.27$15,682$489.96+$1.7K → CGIIX
5$19,704$1,136.08$17,547$547.23+$2.2K → CGIIX
6$22,289$1,205.59$19,632$611.16+$2.7K → CGIIX
7$25,123$1,274.53$21,963$682.53+$3.2K → CGIIX
8$28,225$1,342.64$24,571$762.18+$3.7K → CGIIX
9$31,610$1,409.70$27,486$851.08+$4.1K → CGIIX
10$35,298$1,475.51$30,745$950.29+$4.6K → CGIIX

CGIIX vs MRK: Complete Analysis 2026

CGIIX — Stock

The fund invests primarily in a diversified portfolio of convertible, equity and fixed-income securities of U.S. companies without regard to market capitalization. The Advisor attempts to utilize these different types of securities to strike, in the investment adviser's opinion, the appropriate balance between risk and reward in terms of growth and income. The average term to maturity of the convertible and fixed-income securities purchased by the fund will typically range from two to ten years.

Full CGIIX Calculator →

MRK — Healthcare

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.