HomeCompareHDGFX vs PM

HDGFX vs PM: Dividend Comparison 2026

HDGFX yields 13.45% · PM yields 3.48%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PM wins by $1.1K in total portfolio value· pulled ahead in Year 10
10 years
HDGFX
HDGFX
● Live price
13.45%
Share price
$33.05
Annual div
$4.45
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.4K
Annual income
$3,100.61
Full HDGFX calculator →
PM
Philip Morris International
● Live price
3.48%
Share price
$165.34
Annual div
$5.76
5Y div CAGR
17.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.6K
Annual income
$2,492.02
Full PM calculator →

Portfolio growth — HDGFX vs PM

📍 PM pulled ahead of the other in Year 10

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 PeriodHDGFXPM
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, HDGFX + PM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HDGFX
Annual income on $10K today (after 15% tax)
$1,143.29/yr
After 10yr DRIP, annual income (after tax)
$2,635.52/yr
PM
Annual income on $10K today (after 15% tax)
$296.12/yr
After 10yr DRIP, annual income (after tax)
$2,118.22/yr
At 15% tax rate, HDGFX beats the other by $517.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of HDGFX + PM for your $10,000?

HDGFX: 50%PM: 50%
100% PM50/50100% HDGFX
Portfolio after 10yr
$49.0K
Annual income
$2,796.32/yr
Blended yield
5.71%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PM right now

HDGFX
No analyst data
PM
Analyst Ratings
17
Buy
7
Hold
1
Sell
Consensus: Buy
Price Target
$194.30
+17.5% upside vs current
Range: $180.00 — $205.00
Altman Z
4.0
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)

HDGFX buys
0
PM buys
0
No recent congressional trades found for HDGFX or PM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHDGFXPM
Forward yield13.45%3.48%
Annual dividend / share$4.45$5.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%17.2%
Portfolio after 10y$48.4K$49.6K
Annual income after 10y$3,100.61$2,492.02
Total dividends collected$21.9K$11.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: HDGFX vs PM ($10,000, DRIP)

YearHDGFX PortfolioHDGFX Income/yrPM PortfolioPM Income/yrGap
1$12,045$1,345.04$11,648$408.29+$397.00HDGFX
2$14,402$1,514.12$13,589$495.90+$813.00HDGFX
3$17,102$1,692.00$15,877$603.21+$1.2KHDGFX
4$20,177$1,877.78$18,580$734.88+$1.6KHDGFX
5$23,660$2,070.46$21,781$896.75+$1.9KHDGFX
6$27,586$2,269.02$25,578$1,096.12+$2.0KHDGFX
7$31,989$2,472.38$30,092$1,342.17+$1.9KHDGFX
8$36,908$2,679.48$35,470$1,646.46+$1.4KHDGFX
9$42,380$2,889.23$41,892$2,023.58+$488.00HDGFX
10← crossover$48,448$3,100.61$49,578$2,492.02$1.1KPM

HDGFX vs PM: Complete Analysis 2026

HDGFXStock

The fund invests primarily in a portfolio of equity securities that typically have above average dividend yields and whose prospects for capital appreciation are considered favorable by the sub-adviser. Under normal market and economic conditions, at least 80% of its net assets are invested in dividend paying equity securities. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.

Full HDGFX Calculator →

PMConsumer Staples

Philip Morris International Inc. operates as a tobacco company working to delivers a smoke-free future and evolving portfolio for the long-term to include products outside of the tobacco and nicotine sector. The company's product portfolio primarily consists of cigarettes and smoke-free products, including heat-not-burn, vapor, and oral nicotine products that are sold in markets outside the United States. The company offers its smoke-free products under the HEETS, HEETS Creations, HEETS Dimensions, HEETS Marlboro, HEETS FROM MARLBORO, Marlboro Dimensions, Marlboro HeatSticks, Parliament HeatSticks, and TEREA brands, as well as the KT&G-licensed brands, Fiit, and Miix. It also sells its products under the Marlboro, Parliament, Bond Street, Chesterfield, L&M, Lark, and Philip Morris brands. In addition, the company owns various cigarette brands, such as Dji Sam Soe, Sampoerna A, and Sampoerna U in Indonesia; and Fortune and Jackpot in the Philippines. The company sells its smoke-free products in 71 markets. Philip Morris International Inc. was incorporated in 1987 and is headquartered in New York, New York.

Full PM Calculator →
📬

Get this HDGFX vs PM comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

HDGFX vs SCHDHDGFX vs JEPIHDGFX vs OHDGFX vs KOHDGFX vs MAINHDGFX vs MOHDGFX vs BTIHDGFX vs PEP

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.