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DEMSX vs MRK: Dividend Comparison 2026

DEMSX yields 3.71% · MRK yields 3.25%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MRK wins by $5.3K in total portfolio value
10 years
DEMSX
DEMSX
● Live price
3.71%
Share price
$26.55
Annual div
$0.98
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.4K
Annual income
$470.70
Full DEMSX 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 — DEMSX 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 PeriodDEMSXMRK
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, DEMSX + MRK cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
DEMSX pays
MRK pays
Both pay
Neither
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Tax Bracket Optimizer

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

DEMSX
Annual income on $10K today (after 15% tax)
$315.25/yr
After 10yr DRIP, annual income (after tax)
$400.09/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 $407.65/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DEMSX: 50%MRK: 50%
100% MRK50/50100% DEMSX
Portfolio after 10yr
$28.1K
Annual income
$710.50/yr
Blended yield
2.53%
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Analyst Conviction Gap

Where Wall Street is most bullish on MRK right now

DEMSX
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)

DEMSX buys
0
MRK buys
0
No recent congressional trades found for DEMSX or MRK in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDEMSXMRK
Forward yield3.71%3.25%
Annual dividend / share$0.98$3.08
Payout ratio50%42%
1-year div growth0%5.5%
5-year div CAGR0%8.2%
Portfolio after 10y$25.4K$30.7K
Annual income after 10y$470.70$950.29
Total dividends collected$4.2K$6.1K
Payment frequencyquarterlyquarterly
SectorStockHealthcare

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

YearDEMSX PortfolioDEMSX Income/yrMRK PortfolioMRK Income/yrGap
1← crossover$11,071$370.88$11,192$351.54$121.00MRK
2$12,230$383.73$12,524$392.70$294.00MRK
3$13,482$396.16$14,015$438.65$533.00MRK
4$14,834$408.16$15,682$489.96$848.00MRK
5$16,292$419.71$17,547$547.23$1.3KMRK
6$17,863$430.80$19,632$611.16$1.8KMRK
7$19,555$441.45$21,963$682.53$2.4KMRK
8$21,375$451.65$24,571$762.18$3.2KMRK
9$23,333$461.40$27,486$851.08$4.2KMRK
10$25,437$470.70$30,745$950.29$5.3KMRK

DEMSX vs MRK: Complete Analysis 2026

DEMSXStock

The Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the Emerging Markets Small Cap Series (the "Emerging Markets Small Cap Series") of the DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the Portfolio. As a non-fundamental policy, under normal circumstances, the Emerging Markets Small Cap Series will invest at least 80% of its net assets in emerging market investments that are designated in the Prospectus as Approved Market securities of small companies.

Full DEMSX 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.