HomeCompareFOVAX vs MRK

FOVAX vs MRK: Dividend Comparison 2026

FOVAX yields 17.07% · MRK yields 2.76%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FOVAX wins by $4.1K in total portfolio value
10 years
FOVAX
FOVAX
● Live price
17.07%
Share price
$23.09
Annual div
$3.94
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$60.9K
Annual income
$4,864.82
Full FOVAX calculator →
MRK
Merck & Co. Inc.
● Live price
2.76%
Share price
$120.31
Annual div
$3.32
5Y div CAGR
32.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$56.8K
Annual income
$9,798.13
Full MRK calculator →

Portfolio growth — FOVAX vs MRK

📍 FOVAX 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 PeriodFOVAXMRK
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, FOVAX + MRK cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FOVAX
Annual income on $10K today (after 15% tax)
$1,451.18/yr
After 10yr DRIP, annual income (after tax)
$4,135.10/yr
MRK
Annual income on $10K today (after 15% tax)
$234.56/yr
After 10yr DRIP, annual income (after tax)
$8,328.41/yr
At 15% tax rate, MRK beats the other by $4,193.31/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FOVAX: 50%MRK: 50%
100% MRK50/50100% FOVAX
Portfolio after 10yr
$58.8K
Annual income
$7,331.48/yr
Blended yield
12.46%
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Analyst Conviction Gap

Where Wall Street is most bullish on MRK right now

FOVAX
No analyst data
MRK
Analyst Ratings
25
Buy
11
Hold
1
Sell
Consensus: Buy
Price Target
$128.54
+6.8% 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)

FOVAX buys
0
MRK buys
0
No recent congressional trades found for FOVAX or MRK in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFOVAXMRK
Forward yield17.07%2.76%
Annual dividend / share$3.94$3.32
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%32.7%
Portfolio after 10y$60.9K$56.8K
Annual income after 10y$4,864.82$9,798.13
Total dividends collected$31.8K$28.9K
Payment frequencyquarterlyquarterly
SectorStockHealthcare

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

YearFOVAX PortfolioFOVAX Income/yrMRK PortfolioMRK Income/yrGap
1← crossover$12,407$1,707.28$11,206$366.19+$1.2KFOVAX
2$15,255$1,979.69$12,650$502.35+$2.6KFOVAX
3$18,598$2,274.90$14,407$694.19+$4.2KFOVAX
4$22,492$2,591.94$16,585$967.82+$5.9KFOVAX
5$26,996$2,929.53$19,342$1,363.89+$7.7KFOVAX
6$32,172$3,286.13$22,913$1,947.19+$9.3KFOVAX
7$38,084$3,659.97$27,662$2,823.89+$10.4KFOVAX
8$44,799$4,049.10$34,159$4,173.35+$10.6KFOVAX
9$52,386$4,451.44$43,337$6,308.80+$9.0KFOVAX
10$60,918$4,864.82$56,776$9,798.13+$4.1KFOVAX

FOVAX vs MRK: Complete Analysis 2026

FOVAXStock

The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets (including investment borrowings) in equity securities of U.S. listed companies with small market capitalizations ("Small-Cap Companies") at the time of investment. Currently, a company will be considered to be a Small-Cap Company if its market capitalization at the time of purchase is within the range of companies in the Russell 2000 Index or the S&P SmallCap 600 Index during the most recent 12-month period (based on month-end data).

Full FOVAX Calculator →

MRKHealthcare

Merck & Co., Inc. operates as a healthcare company worldwide. It operates through two segments, Pharmaceutical and Animal Health. The Pharmaceutical segment offers human health pharmaceutical products in the areas of oncology, hospital acute care, immunology, neuroscience, virology, cardiovascular, and diabetes, as well as vaccine products, such as preventive pediatric, adolescent, and adult vaccines. The Animal Health segment discovers, develops, manufactures, and markets veterinary pharmaceuticals, vaccines, and health management solutions and services, as well as digitally connected identification, traceability, and monitoring products. It serves drug wholesalers and retailers, hospitals, and government agencies; managed health care providers, such as health maintenance organizations, pharmacy benefit managers, and other institutions; and physicians and physician distributors, veterinarians, and animal producers. The company has collaborations with AstraZeneca PLC; Bayer AG; Eisai Co., Ltd.; Ridgeback Biotherapeutics; and Gilead Sciences, Inc. to jointly develop and commercialize long-acting treatments in HIV. Merck & Co., Inc. was founded in 1891 and is headquartered in Kenilworth, New Jersey.

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.