HomeCompareHBMBF vs PFE

HBMBF vs PFE: Dividend Comparison 2026

HBMBF yields 3.51% · PFE yields 6.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PFE wins by $24.5K in total portfolio value· pulled ahead in Year 9
10 years
HBMBF
HBMBF
● Live price
3.51%
Share price
$268.61
Annual div
$9.44
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$440.62
Full HBMBF calculator →
PFE
Pfizer Inc.
● Live price
6.13%
Share price
$28.08
Annual div
$1.72
5Y div CAGR
13.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.6K
Annual income
$26,258.71
Full PFE calculator →

Portfolio growth — HBMBF vs PFE

📍 PFE pulled ahead of the other in Year 9

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 PeriodHBMBFPFE
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, HBMBF + PFE cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HBMBF
Annual income on $10K today (after 15% tax)
$298.75/yr
After 10yr DRIP, annual income (after tax)
$374.53/yr
PFE
Annual income on $10K today (after 15% tax)
$520.66/yr
After 10yr DRIP, annual income (after tax)
$22,319.90/yr
At 15% tax rate, PFE beats the other by $21,945.38/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of HBMBF + PFE for your $10,000?

HBMBF: 50%PFE: 50%
100% PFE50/50100% HBMBF
Portfolio after 10yr
$37.3K
Annual income
$13,349.67/yr
Blended yield
35.76%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PFE right now

HBMBF
No analyst data
PFE
Analyst Ratings
16
Buy
22
Hold
1
Sell
Consensus: Hold
Price Target
$27.50
-2.1% upside vs current
Range: $24.00 — $35.00
Altman Z
2.0
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)

HBMBF buys
0
PFE buys
0
No recent congressional trades found for HBMBF or PFE in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHBMBFPFE
Forward yield3.51%6.13%
Annual dividend / share$9.44$1.72
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%13.2%
Portfolio after 10y$25.1K$49.6K
Annual income after 10y$440.62$26,258.71
Total dividends collected$4.0K$58.3K
Payment frequencyquarterlyquarterly
SectorStockHealthcare

Year-by-year: HBMBF vs PFE ($10,000, DRIP)

YearHBMBF PortfolioHBMBF Income/yrPFE PortfolioPFE Income/yrGap
1$11,051$351.48$9,153$693.39+$1.9KHBMBF
2$12,188$363.02$8,593$849.25+$3.6KHBMBF
3$13,415$374.17$8,336$1,066.78+$5.1KHBMBF
4$14,739$384.90$8,437$1,384.80+$6.3KHBMBF
5$16,166$395.22$9,013$1,875.40+$7.2KHBMBF
6$17,703$405.13$10,306$2,680.72+$7.4KHBMBF
7$19,357$414.61$12,820$4,101.38+$6.5KHBMBF
8$21,136$423.69$17,673$6,826.70+$3.5KHBMBF
9← crossover$23,048$432.36$27,543$12,591.86$4.5KPFE
10$25,101$440.62$49,560$26,258.71$24.5KPFE

HBMBF vs PFE: Complete Analysis 2026

HBMBFStock

HBM Healthcare Investments AG specializes in fund of funds and direct investments in middle market and mature companies. The fund prefers to invest in start up, early stage, mid stage, mid venture, late venture, and late stage private companies, unlisted emerging companies, small cap public companies, buyouts, growth capital, and private investment in public equities (PIPES). Within fund of funds, it invests in venture capital funds. It also seeks to finance spin-offs of product lines or departments from larger corporations and the expansion or restructuring of established companies, seed stages, venture capital, expansion capital stages, spin-offs, and buyouts. The fund prefers to invest in the private and public companies in the healthcare sector with a focus on human medicine, drugs, pharma , biopharma, biotechnology, diagnostics, medical technology, and related industries. It seeks to make initial investments in companies whose primary products are in clinical development or the immediately preceding stage. The fund typically invests globally with a focus on Asia Pacific, Asia, North America, and Europe. In case of public companies, it focuses on those which originate from its private portfolio. The fund increases its investment in portfolio companies by participating in a follow-on financing or after the portfolio company's IPO. It may acquire majority participations in portfolio companies, usually takes a seat on the portfolio company's Board of Directors, and largely makes equity investments but may also invest through other instruments including convertible bonds, debt securities, structured products, and derivatives. The fund exits its portfolio companies through trade sale or IPO.

Full HBMBF Calculator →

PFEHealthcare

Pfizer Inc. discovers, develops, manufactures, markets, distributes, and sells biopharmaceutical products worldwide. It offers medicines and vaccines in various therapeutic areas, including cardiovascular metabolic and women's health under the Premarin family and Eliquis brands; biologics, small molecules, immunotherapies, and biosimilars under the Ibrance, Xtandi, Sutent, Inlyta, Retacrit, Lorbrena, and Braftovi brands; and sterile injectable and anti-infective medicines, and oral COVID-19 treatment under the Sulperazon, Medrol, Zavicefta, Zithromax, Vfend, Panzyga, and Paxlovid brands. The company also provides medicines and vaccines in various therapeutic areas, such as pneumococcal disease, meningococcal disease, tick-borne encephalitis, and COVID-19 under the Comirnaty/BNT162b2, Nimenrix, FSME/IMMUN-TicoVac, Trumenba, and the Prevnar family brands; biosimilars for chronic immune and inflammatory diseases under the Xeljanz, Enbrel, Inflectra, Eucrisa/Staquis, and Cibinqo brands; and amyloidosis, hemophilia, and endocrine diseases under the Vyndaqel/Vyndamax, BeneFIX, and Genotropin brands. In addition, the company is involved in the contract manufacturing business. It serves wholesalers, retailers, hospitals, clinics, government agencies, pharmacies, and individual provider offices, as well as disease control and prevention centers. The company has collaboration agreements with Bristol-Myers Squibb Company; Astellas Pharma US, Inc.; Myovant Sciences Ltd.; Akcea Therapeutics, Inc; Merck KGaA; Valneva SE; BioNTech SE; and Arvinas, Inc. Pfizer Inc. was founded in 1849 and is headquartered in New York, New York.

Full PFE 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.