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HELNF vs ORCC: Dividend Comparison 2026

HELNF yields 3.36% · ORCC yields 4.00%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HELNF wins by $20.1K in total portfolio value
10 years
HELNF
HELNF
● Live price
3.36%
Share price
$249.00
Annual div
$8.38
5Y div CAGR
26.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.2K
Annual income
$7,327.05
Full HELNF calculator →
ORCC
ORCC
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full ORCC calculator →

Portfolio growth — HELNF vs ORCC

📍 HELNF 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 PeriodHELNFORCC
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, HELNF + ORCC cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
HELNF pays
ORCC pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

HELNF
Annual income on $10K today (after 15% tax)
$285.89/yr
After 10yr DRIP, annual income (after tax)
$6,227.99/yr
ORCC
Annual income on $10K today (after 15% tax)
$340.00/yr
After 10yr DRIP, annual income (after tax)
$764.31/yr
At 15% tax rate, HELNF beats the other by $5,463.68/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of HELNF + ORCC for your $10,000?

HELNF: 50%ORCC: 50%
100% ORCC50/50100% HELNF
Portfolio after 10yr
$38.1K
Annual income
$4,113.12/yr
Blended yield
10.79%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on ORCC right now

HELNF
No analyst data
Altman Z
0.6
Piotroski
3/9
ORCC
Analyst Ratings
9
Buy
4
Hold
1
Sell
Consensus: Buy
Price Target
$16.00
-68.0% upside vs current
Range: $16.00 — $16.00
Altman Z
0.5
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)

HELNF buys
0
ORCC buys
0
No recent congressional trades found for HELNF or ORCC in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHELNFORCC
Forward yield3.36%4.00% ✓
Annual dividend / share$8.38 ✓$2.00
Payout ratio50%50%
1-year div growth0%5% ✓
5-year div CAGR26.5% ✓5%
Portfolio after 10y$48.2K ✓$28.0K
Annual income after 10y$7,327.05 ✓$899.19
Total dividends collected$24.3K ✓$6.4K
Payment frequencyquarterlyquarterly
SectorStockBDC

Year-by-year: HELNF vs ORCC ($10,000, DRIP)

YearHELNF PortfolioHELNF Income/yrORCC PortfolioORCC Income/yrGap
1← crossover$11,125$425.48$11,120$420.00+$5.00 → HELNF
2$12,464$559.63$12,357$458.31+$107.00 → HELNF
3$14,078$741.21$13,721$499.76+$357.00 → HELNF
4$16,053$989.75$15,227$544.58+$826.00 → HELNF
5$18,511$1,334.30$16,885$593.02+$1.6K → HELNF
6$21,625$1,819.00$18,713$645.34+$2.9K → HELNF
7$25,652$2,512.36$20,724$701.81+$4.9K → HELNF
8$30,970$3,523.21$22,938$762.73+$8.0K → HELNF
9$38,167$5,028.96$25,372$828.41+$12.8K → HELNF
10$48,166$7,327.05$28,047$899.19+$20.1K → HELNF

HELNF vs ORCC: Complete Analysis 2026

HELNF — Stock

Helvetia Holding AG, through its subsidiaries, engages in life and non-life insurance, and reinsurance business in Switzerland, Germany, Austria, Spain, Italy, France, Liechtenstein, and internationally. It offers life insurance products in the areas of investment-linked, group life, and others; non-life insurance products in the areas of property, motor vehicle, health/accident, liability, and transport; and annuity insurance products and pension plans. The company was founded in 1858 and is headquartered in Sankt Gallen, Switzerland.

Full HELNF Calculator →

ORCC — BDC

ORCC is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in ORCC shares.

Full ORCC 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.