HomeCompareCMTDF vs ORCC

CMTDF vs ORCC: Dividend Comparison 2026

CMTDF yields 3.31% · ORCC yields 9.79%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CMTDF wins by $630.00 in total portfolio value· pulled ahead in Year 5
10 years
CMTDF
CMTDF
● Live price
3.31%
Share price
$30.80
Annual div
$1.02
5Y div CAGR
-15.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.0K
Annual income
$71.82
Full CMTDF calculator →
ORCC
ORCC
● Live price
9.79%
Share price
$13.48
Annual div
$1.32
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$1.04
Full ORCC calculator →

Portfolio growth — CMTDF vs ORCC

📍 CMTDF pulled ahead of the other in Year 5

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodCMTDFORCC
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, CMTDF + ORCC cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CMTDF
Annual income on $10K today (after 15% tax)
$281.01/yr
After 10yr DRIP, annual income (after tax)
$61.05/yr
ORCC
Annual income on $10K today (after 15% tax)
$832.34/yr
After 10yr DRIP, annual income (after tax)
$0.88/yr
At 15% tax rate, CMTDF beats the other by $60.16/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of CMTDF + ORCC for your $10,000?

CMTDF: 50%ORCC: 50%
100% ORCC50/50100% CMTDF
Portfolio after 10yr
$21.7K
Annual income
$36.43/yr
Blended yield
0.17%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on ORCC right now

CMTDF
No analyst data
Altman Z
0.3
Piotroski
6/9
ORCC
Analyst Ratings
9
Buy
4
Hold
1
Sell
Consensus: Buy
Price Target
$16.00
+18.7% upside vs current
Range: $16.00 — $16.00
Altman Z
0.5
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)

CMTDF buys
0
ORCC buys
0
No recent congressional trades found for CMTDF or ORCC in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCMTDFORCC
Forward yield3.31%9.79%
Annual dividend / share$1.02$1.32
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-15.1%-50%
Portfolio after 10y$22.0K$21.4K
Annual income after 10y$71.82$1.04
Total dividends collected$1.6K$1.0K
Payment frequencyquarterlyquarterly
SectorStockBDC

Year-by-year: CMTDF vs ORCC ($10,000, DRIP)

YearCMTDF PortfolioCMTDF Income/yrORCC PortfolioORCC Income/yrGap
1$10,981$280.68$11,190$489.61$209.00ORCC
2$11,994$244.55$12,229$256.01$235.00ORCC
3$13,045$211.94$13,216$130.74$171.00ORCC
4$14,141$182.91$14,207$66.02$66.00ORCC
5← crossover$15,289$157.32$15,234$33.17+$55.00CMTDF
6$16,494$134.96$16,317$16.62+$177.00CMTDF
7$17,764$115.52$17,468$8.32+$296.00CMTDF
8$19,106$98.72$18,695$4.16+$411.00CMTDF
9$20,528$84.25$20,006$2.08+$522.00CMTDF
10$22,037$71.82$21,407$1.04+$630.00CMTDF

CMTDF vs ORCC: Complete Analysis 2026

CMTDFStock

Sumitomo Mitsui Trust Holdings, Inc. operates as a trust bank in Japan and internationally. It offers supervising services for management strategies, and financial and human resource management; and general affairs, business process, corporate administration, operational process, risk, and compliance management services; and internal auditing services. The company also provides real estate brokerage, investment management, and investment advisory services for individual and corporate clients; high-level professional consulting services; loan guarantees and payment collection agency services; issuing credit cards; internet banking; securities administration and credit card services; and advanced financial instruments, such as leasing and credit services, and credit card financing services, as well as mortgage loans and managing private equity funds and related advisory services. In addition, it offers back-office services, such as business management and system administration for stock transfer agencies; clerical works, including managing shareholders registry and special accounts; custody and fund administration services; stock transfer agency services; asset management services; and retail total solution, marketing, and fiduciary services, as well as system development and maintenance. Further, the company provides facilities management, clerical work outsourcing, and leasing of buildings; consulting services related to digital transformation, data-analytics, and a range of research and studies; and evaluation of mutual funds, discretionary investment funds, and insurance products, as well as engages in trustee and temporary staffing businesses. The company was formerly known as Chuo Mitsui Trust Holdings, Inc. and changed its name to Sumitomo Mitsui Trust Holdings, Inc. in 2011. Sumitomo Mitsui Trust Holdings, Inc. was founded in 1924 and is headquartered in Tokyo, Japan.

Full CMTDF Calculator →

ORCCBDC

Owl Rock Capital Corporation is a business development company. The fund makes investments in senior secured or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment.

Full ORCC Calculator →
📬

Get this CMTDF vs ORCC comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

CMTDF vs SCHDCMTDF vs JEPICMTDF vs OCMTDF vs KOCMTDF vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.