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FDFAX vs MO: Dividend Comparison 2026

FDFAX yields 3.05% · MO yields 9.11%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MO wins by $3.4K in total portfolio value· pulled ahead in Year 8
10 years
FDFAX
FDFAX
● Live price
3.05%
Share price
$88.30
Annual div
$2.70
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$371.69
Full FDFAX calculator →
MO
Altria Group Inc.
● Live price
9.11%
Share price
$44.80
Annual div
$4.08
5Y div CAGR
4.3%
Payout ratio
78%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.7K
Annual income
$4,052.72
Full MO calculator →

Portfolio growth — FDFAX vs MO

📍 MO pulled ahead of the other in Year 8

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 PeriodFDFAXMO
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, FDFAX + MO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FDFAX
Annual income on $10K today (after 15% tax)
$259.52/yr
After 10yr DRIP, annual income (after tax)
$315.94/yr
MO
Annual income on $10K today (after 15% tax)
$774.11/yr
After 10yr DRIP, annual income (after tax)
$3,444.81/yr
At 15% tax rate, MO beats the other by $3,128.88/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of FDFAX + MO for your $10,000?

FDFAX: 50%MO: 50%
100% MO50/50100% FDFAX
Portfolio after 10yr
$26.0K
Annual income
$2,212.21/yr
Blended yield
8.51%
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Analyst Conviction Gap

Where Wall Street is most bullish on MO right now

FDFAX
No analyst data
MO
Analyst Ratings
16
Buy
9
Hold
1
Sell
Consensus: Buy
Price Target
$61.25
+36.7% upside vs current
Range: $47.00 — $68.00
Altman Z
3.2
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)

FDFAX buys
0
MO buys
11
PoliticianChamberTickerTypeAmountDate
Ro Khanna🏢 House$MO▲ Buy$1,000 - $15,0002025-08-04
Sheri Biggs🏢 House$MO▼ Sell$1,001 - $15,0002025-03-19
Pete Sessions🏢 House$MO▼ Sell$1,001 - $15,0002024-09-10
Ro Khanna🏢 House$MO▲ Buy$1,001 - $15,0002024-03-20
Ro Khanna🏢 House$MO▲ Buy$1,001 - $15,0002024-02-13
Virginia Foxx🏢 House$MO▼ Sell$1,001 - $15,0002024-01-16
Virginia Foxx🏢 House$MO▲ Buy$1,001 - $15,0002024-01-11
Ro Khanna🏢 House$MO▼ Sell$1,001 - $15,0002024-01-10
Ro Khanna🏢 House$MO▲ Buy$1,001 - $15,0002024-01-10
Virginia Foxx🏢 House$MO▼ Sell$15,001 - $50,0002024-01-10
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFDFAXMO
Forward yield3.05%9.11%
Annual dividend / share$2.70$4.08
Payout ratio50%78%
1-year div growth0%4.1%
5-year div CAGR0%4.3%
Portfolio after 10y$24.3K$27.7K
Annual income after 10y$371.69$4,052.72
Total dividends collected$3.4K$20.9K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: FDFAX vs MO ($10,000, DRIP)

YearFDFAX PortfolioFDFAX Income/yrMO PortfolioMO Income/yrGap
1$11,005$305.32$10,740$949.88+$265.00FDFAX
2$12,090$314.04$11,601$1,086.84+$489.00FDFAX
3$13,258$322.41$12,608$1,250.75+$650.00FDFAX
4$14,517$330.45$13,792$1,448.20+$725.00FDFAX
5$15,871$338.14$15,190$1,687.69+$681.00FDFAX
6$17,328$345.50$16,851$1,980.28+$477.00FDFAX
7$18,893$352.53$18,838$2,340.48+$55.00FDFAX
8← crossover$20,575$359.24$21,230$2,787.44$655.00MO
9$22,381$365.62$24,130$3,346.72$1.7KMO
10$24,319$371.69$27,676$4,052.72$3.4KMO

FDFAX vs MO: Complete Analysis 2026

FDFAXStock

The investment seeks capital appreciation. The fund invests at least 80% of assets in securities of companies principally engaged in the manufacture, sale, or distribution of consumer staples. It invests in domestic and foreign issuers. The fund uses fundamental analysis of factors such as each issuer&#39;s financial condition and industry position, as well as market and economic conditions, to select investments. It invests primarily in common stocks. The fund is non-diversified.

Full FDFAX Calculator →

MOConsumer Staples

Altria is a Dividend King with 54+ consecutive years of dividend increases — one of the longest streaks in American corporate history. While cigarette volumes decline, pricing power and new product categories (oral nicotine pouches via NJOY) support cash flows. The near-9% yield is among the highest in the S&P 500.

Full MO 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.