HomeCompareHMDCX vs ORCC

HMDCX vs ORCC: Dividend Comparison 2026

HMDCX yields 30.68% · ORCC yields 4.00%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HMDCX wins by $109.6K in total portfolio value
10 years
HMDCX
HMDCX
● Live price
30.68%
Share price
$17.75
Annual div
$5.44
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$137.6K
Annual income
$18,564.01
Full HMDCX 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 — HMDCX vs ORCC

📍 HMDCX 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 PeriodHMDCXORCC
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, HMDCX + ORCC cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HMDCX pays
ORCC pays
Both pay
Neither
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Tax Bracket Optimizer

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

HMDCX
Annual income on $10K today (after 15% tax)
$2,607.38/yr
After 10yr DRIP, annual income (after tax)
$15,779.41/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, HMDCX beats the other by $15,015.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HMDCX: 50%ORCC: 50%
100% ORCC50/50100% HMDCX
Portfolio after 10yr
$82.8K
Annual income
$9,731.60/yr
Blended yield
11.75%
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Analyst Conviction Gap

Where Wall Street is most bullish on ORCC right now

HMDCX
No analyst data
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)

HMDCX buys
0
ORCC buys
0
No recent congressional trades found for HMDCX or ORCC in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHMDCXORCC
Forward yield30.68%4.00%
Annual dividend / share$5.44$2.00
Payout ratio50%50%
1-year div growth0%5%
5-year div CAGR0%5%
Portfolio after 10y$137.6K$28.0K
Annual income after 10y$18,564.01$899.19
Total dividends collected$94.7K$6.4K
Payment frequencyquarterlyquarterly
SectorStockBDC

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

YearHMDCX PortfolioHMDCX Income/yrORCC PortfolioORCC Income/yrGap
1← crossover$13,768$3,067.50$11,120$420.00+$2.6KHMDCX
2$18,678$3,946.90$12,357$458.31+$6.3KHMDCX
3$24,990$5,004.39$13,721$499.76+$11.3KHMDCX
4$32,997$6,257.49$15,227$544.58+$17.8KHMDCX
5$43,028$7,721.85$16,885$593.02+$26.1KHMDCX
6$55,451$9,410.69$18,713$645.34+$36.7KHMDCX
7$70,667$11,334.24$20,724$701.81+$49.9KHMDCX
8$89,113$13,499.41$22,938$762.73+$66.2KHMDCX
9$111,260$15,909.48$25,372$828.41+$85.9KHMDCX
10$137,613$18,564.01$28,047$899.19+$109.6KHMDCX

HMDCX vs ORCC: Complete Analysis 2026

HMDCXStock

The fund invests at least 80% of its assets in common stocks of mid-capitalization companies. The sub-adviser defines mid-capitalization companies as companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices.

Full HMDCX Calculator →

ORCCBDC

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.