HomeCompareCOTZX vs PM

COTZX vs PM: Dividend Comparison 2026

COTZX yields 3.46% · PM yields 3.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PM wins by $24.6K in total portfolio value
10 years
COTZX
COTZX
● Live price
3.46%
Share price
$17.25
Annual div
$0.60
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$432.83
Full COTZX calculator →
PM
Philip Morris International
● Live price
3.49%
Share price
$164.83
Annual div
$5.76
5Y div CAGR
17.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.6K
Annual income
$2,502.61
Full PM calculator →

Portfolio growth — COTZX vs PM

📍 PM pulled ahead of the other in Year 1

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 PeriodCOTZXPM
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, COTZX + PM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

COTZX
Annual income on $10K today (after 15% tax)
$294.42/yr
After 10yr DRIP, annual income (after tax)
$367.91/yr
PM
Annual income on $10K today (after 15% tax)
$297.03/yr
After 10yr DRIP, annual income (after tax)
$2,127.22/yr
At 15% tax rate, PM beats the other by $1,759.31/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

COTZX: 50%PM: 50%
100% PM50/50100% COTZX
Portfolio after 10yr
$37.3K
Annual income
$1,467.72/yr
Blended yield
3.93%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PM right now

COTZX
No analyst data
PM
Analyst Ratings
17
Buy
7
Hold
1
Sell
Consensus: Buy
Price Target
$194.30
+17.9% 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)

COTZX buys
0
PM buys
0
No recent congressional trades found for COTZX or PM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCOTZXPM
Forward yield3.46%3.49%
Annual dividend / share$0.60$5.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%17.2%
Portfolio after 10y$25.0K$49.6K
Annual income after 10y$432.83$2,502.61
Total dividends collected$3.9K$11.8K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearCOTZX PortfolioCOTZX Income/yrPM PortfolioPM Income/yrGap
1← crossover$11,046$346.38$11,650$409.56$604.00PM
2$12,177$357.59$13,592$497.49$1.4KPM
3$13,398$368.41$15,882$605.21$2.5KPM
4$14,715$378.82$18,589$737.41$3.9KPM
5$16,134$388.84$21,794$899.94$5.7KPM
6$17,661$398.44$25,597$1,100.16$7.9KPM
7$19,305$407.63$30,118$1,347.30$10.8KPM
8$21,073$416.43$35,505$1,652.97$14.4KPM
9$22,973$424.82$41,940$2,031.88$19.0KPM
10$25,014$432.83$49,643$2,502.61$24.6KPM

COTZX vs PM: Complete Analysis 2026

COTZXStock

The fund is primarily managed as a fund that invests in other funds that seeks to achieve its investment objective by investing its assets among a selected group of underlying stock and bond mutual funds and ETFs. It allocates at least 95% of its net assets (stock/bond assets) among the portfolio funds according to an asset allocation table based on the current level of the Standard & Poor’s (S&P) 500® Index. The fund may invest up to 5% of net assets plus any cash received that day in cash, high quality short-term paper and government securities.

Full COTZX 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.

Full PM Calculator →
📬

Get this COTZX vs PM comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

COTZX vs SCHDCOTZX vs JEPICOTZX vs OCOTZX vs KOCOTZX vs MAINCOTZX vs MOCOTZX vs BTICOTZX vs PEP

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