HomeCompareHBMBF vs PG

HBMBF vs PG: Dividend Comparison 2026

HBMBF yields 3.51% · PG yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PG wins by $26.3K in total portfolio value· pulled ahead in Year 2
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 →
PG
Procter & Gamble
● Live price
2.92%
Share price
$144.73
Annual div
$4.23
5Y div CAGR
31.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$51.4K
Annual income
$9,955.44
Full PG calculator →

Portfolio growth — HBMBF vs PG

📍 PG pulled ahead of the other in Year 2

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 PeriodHBMBFPG
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 + PG cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HBMBF pays
PG 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
PG
Annual income on $10K today (after 15% tax)
$248.27/yr
After 10yr DRIP, annual income (after tax)
$8,462.12/yr
At 15% tax rate, PG beats the other by $8,087.60/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HBMBF: 50%PG: 50%
100% PG50/50100% HBMBF
Portfolio after 10yr
$38.3K
Annual income
$5,198.03/yr
Blended yield
13.58%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PG right now

HBMBF
No analyst data
PG
Analyst Ratings
29
Buy
22
Hold
1
Sell
Consensus: Buy
Price Target
$167.67
+15.9% upside vs current
Range: $150.00 — $179.00
Altman Z
5.3
Piotroski
4/9
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
PG buys
0
No recent congressional trades found for HBMBF or PG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHBMBFPG
Forward yield3.51%2.92%
Annual dividend / share$9.44$4.23
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%31.1%
Portfolio after 10y$25.1K$51.4K
Annual income after 10y$440.62$9,955.44
Total dividends collected$4.0K$29.3K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearHBMBF PortfolioHBMBF Income/yrPG PortfolioPG Income/yrGap
1$11,051$351.48$11,003$382.92+$48.00HBMBF
2← crossover$12,188$363.02$12,205$520.11$17.00PG
3$13,415$374.17$13,674$712.22$259.00PG
4$14,739$384.90$15,507$985.02$768.00PG
5$16,166$395.22$17,847$1,378.96$1.7KPG
6$17,703$405.13$20,913$1,959.19$3.2KPG
7$19,357$414.61$25,044$2,834.00$5.7KPG
8$21,136$423.69$30,786$4,189.46$9.7KPG
9$23,048$432.36$39,052$6,357.54$16.0KPG
10$25,101$440.62$51,429$9,955.44$26.3KPG

HBMBF vs PG: 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 →

PGConsumer Staples

The Procter & Gamble Company provides branded consumer packaged goods worldwide. It operates through five segments: Beauty; Grooming; Health Care; Fabric & Home Care; and Baby, Feminine & Family Care. The Beauty segment offers conditioners, shampoos, styling aids, and treatments under the Head & Shoulders, Herbal Essences, Pantene, and Rejoice brands; and antiperspirants and deodorants, personal cleansing, and skin care products under the Olay, Old Spice, Safeguard, Secret, and SK-II brands. The Grooming segment provides shave care products and appliances under the Braun, Gillette, and Venus brand names. The Health Care segment offers toothbrushes, toothpastes, and other oral care products under the Crest and Oral-B brand names; and gastrointestinal, rapid diagnostics, respiratory, vitamins/minerals/supplements, pain relief, and other personal health care products under the Metamucil, Neurobion, Pepto-Bismol, and Vicks brands. The Fabric & Home Care segment provides fabric enhancers, laundry additives, and laundry detergents under the Ariel, Downy, Gain, and Tide brands; and air care, dish care, P&G professional, and surface care products under the Cascade, Dawn, Fairy, Febreze, Mr. Clean, and Swiffer brands. The Baby, Feminine & Family Care segment offers baby wipes, taped diapers, and pants under the Luvs and Pampers brands; adult incontinence and feminine care products under the Always, Always Discreet, and Tampax brands; and paper towels, tissues, and toilet papers under the Bounty, Charmin, and Puffs brands. The company sells its products primarily through mass merchandisers, e-commerce, grocery stores, membership club stores, drug stores, department stores, distributors, wholesalers, specialty beauty stores, high-frequency stores, pharmacies, electronics stores, and professional channels, as well as directly to consumers. The Procter & Gamble Company was founded in 1837 and is headquartered in Cincinnati, Ohio.

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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.