HomeCompareFHATX vs O

FHATX vs O: Dividend Comparison 2026

FHATX yields 3.07% · O yields 5.28%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 O wins by $9.9K in total portfolio value· pulled ahead in Year 5
10 years
FHATX
FHATX
● Live price
3.07%
Share price
$12.42
Annual div
$0.38
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$373.79
Full FHATX calculator →
O
Realty Income Corporation
● Live price
5.28%
Share price
$61.15
Annual div
$3.23
5Y div CAGR
15.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.2K
Annual income
$5,102.74
Full O calculator →

Portfolio growth — FHATX vs O

📍 O pulled ahead of the other in Year 5

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 PeriodFHATXO
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, FHATX + O cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FHATX
Annual income on $10K today (after 15% tax)
$260.75/yr
After 10yr DRIP, annual income (after tax)
$317.72/yr
O
Annual income on $10K today (after 15% tax)
$449.12/yr
After 10yr DRIP, annual income (after tax)
$4,337.33/yr
At 15% tax rate, O beats the other by $4,019.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of FHATX + O for your $10,000?

FHATX: 50%O: 50%
100% O50/50100% FHATX
Portfolio after 10yr
$29.3K
Annual income
$2,738.26/yr
Blended yield
9.35%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on O right now

FHATX
No analyst data
O
Analyst Ratings
13
Buy
18
Hold
3
Sell
Consensus: Hold
Price Target
$64.00
+4.7% upside vs current
Range: $60.00 — $69.00
Altman Z
1.0
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)

FHATX buys
0
O buys
0
No recent congressional trades found for FHATX or O in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFHATXO
Forward yield3.07%5.28%
Annual dividend / share$0.38$3.23
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.1%
Portfolio after 10y$24.3K$34.2K
Annual income after 10y$373.79$5,102.74
Total dividends collected$3.4K$20.7K
Payment frequencyquarterlymonthly
SectorStockREIT

Year-by-year: FHATX vs O ($10,000, DRIP)

YearFHATX PortfolioFHATX Income/yrO PortfolioO Income/yrGap
1$11,007$306.76$10,818$608.16+$189.00FHATX
2$12,093$315.56$11,787$741.68+$306.00FHATX
3$13,263$324.01$12,946$911.00+$317.00FHATX
4$14,524$332.13$14,345$1,127.94+$179.00FHATX
5← crossover$15,880$339.90$16,056$1,409.05$176.00O
6$17,339$347.33$18,171$1,777.83$832.00O
7$18,908$354.43$20,820$2,268.21$1.9KO
8$20,592$361.20$24,188$2,929.90$3.6KO
9$22,401$367.65$28,533$3,837.11$6.1KO
10$24,343$373.79$34,235$5,102.74$9.9KO

FHATX vs O: Complete Analysis 2026

FHATXStock

The investment seeks high total return until its target retirement date; thereafter the fund's objective will be to seek high current income and, as a secondary objective, capital appreciation. The fund invests primarily in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity® funds). The adviser allocates assets according to a neutral asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom® Blend Income Fund, approximately 10 to 19 years after the year 2030.

Full FHATX Calculator →

OREIT

Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date, the company has declared 608 consecutive common stock monthly dividends throughout its 52-year operating history and increased the dividend 109 times since Realty Income's public listing in 1994 (NYSE: O). The company is a member of the S&P 500 Dividend Aristocrats index. Additional information about the company can be obtained from the corporate website at www.realtyincome.com.

Full O 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.