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HTAX vs KO: Dividend Comparison 2026

HTAX yields 4.38% · KO yields 2.70%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 KO wins by $7.4K in total portfolio value· pulled ahead in Year 7
10 years
HTAX
HTAX
● Live price
4.38%
Share price
$24.20
Annual div
$1.06
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.6K
Annual income
$580.35
Full HTAX calculator →
KO
The Coca-Cola Company
● Live price
2.70%
Share price
$76.27
Annual div
$2.06
5Y div CAGR
24.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.1K
Annual income
$4,303.79
Full KO calculator →

Portfolio growth — HTAX vs KO

📍 KO pulled ahead of the other in Year 7

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 PeriodHTAXKO
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, HTAX + KO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HTAX
Annual income on $10K today (after 15% tax)
$372.48/yr
After 10yr DRIP, annual income (after tax)
$493.30/yr
KO
Annual income on $10K today (after 15% tax)
$229.58/yr
After 10yr DRIP, annual income (after tax)
$3,658.22/yr
At 15% tax rate, KO beats the other by $3,164.92/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of HTAX + KO for your $10,000?

HTAX: 50%KO: 50%
100% KO50/50100% HTAX
Portfolio after 10yr
$30.3K
Annual income
$2,442.06/yr
Blended yield
8.05%
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Analyst Conviction Gap

Where Wall Street is most bullish on KO right now

HTAX
No analyst data
KO
Analyst Ratings
29
Buy
16
Hold
3
Sell
Consensus: Buy
Price Target
$84.88
+11.3% upside vs current
Range: $81.00 — $88.00
Altman Z
5.0
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)

HTAX buys
0
KO buys
0
No recent congressional trades found for HTAX or KO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHTAXKO
Forward yield4.38%2.70%
Annual dividend / share$1.06$2.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%24.3%
Portfolio after 10y$26.6K$34.1K
Annual income after 10y$580.35$4,303.79
Total dividends collected$5.1K$15.5K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: HTAX vs KO ($10,000, DRIP)

YearHTAX PortfolioHTAX Income/yrKO PortfolioKO Income/yrGap
1$11,138$438.21$10,846$335.73+$292.00HTAX
2$12,374$456.15$11,829$430.64+$545.00HTAX
3$13,714$473.61$12,988$555.50+$726.00HTAX
4$15,164$490.55$14,372$721.34+$792.00HTAX
5$16,733$506.95$16,049$944.01+$684.00HTAX
6$18,427$522.79$18,114$1,246.74+$313.00HTAX
7← crossover$20,255$538.06$20,702$1,664.24$447.00KO
8$22,225$552.74$24,008$2,249.48$1.8KKO
9$24,348$566.84$28,317$3,085.19$4.0KKO
10$26,633$580.35$34,065$4,303.79$7.4KKO

HTAX vs KO: Complete Analysis 2026

HTAXStock

HTAX is an actively managed fund that seeks high current interest income exempt from federal tax by investing primarily in US high-yield municipal bonds. The fund includes debt obligations issued by state and local governments to raise funds for various public purposes. The portfolio holds municipal bonds of various maturities, with a dollar-weighted average effective maturity between 5 and 30 years. The manager adjusts bond maturity to balance the aim of providing high tax-exempt income with capital preservation. The fund's income may vary depending on interest rates and portfolio holdings. It may include various types of municipal bonds, including advance refunded bonds, revenue bonds, general obligation bonds, insured municipal bonds, private activity bonds, municipal leases, and certificates of participation. The fund may concentrate its investments in certain types of bonds or in a certain segment of the municipal bond market as deemed necessary. Effective Dec. 1, 2025, Macquarie in the funds name was replaced with Nomura.

Full HTAX Calculator →

KOConsumer Staples

The Coca-Cola Company, a beverage company, manufactures, markets, and sells various nonalcoholic beverages worldwide. The company provides sparkling soft drinks, sparkling flavors; water, sports, coffee, and tea; juice, value-added dairy, and plant-based beverages; and other beverages. It also offers beverage concentrates and syrups, as well as fountain syrups to fountain retailers, such as restaurants and convenience stores. The company sells its products under the Coca-Cola, Diet Coke/Coca-Cola Light, Coca-Cola Zero Sugar, caffeine free Diet Coke, Cherry Coke, Fanta Orange, Fanta Zero Orange, Fanta Zero Sugar, Fanta Apple, Sprite, Sprite Zero Sugar, Simply Orange, Simply Apple, Simply Grapefruit, Fresca, Schweppes, Thums Up, Aquarius, Ayataka, BODYARMOR, Ciel, Costa, Dasani, dogadan, FUZE TEA, Georgia, glacéau smartwater, glacéau vitaminwater, Gold Peak, Ice Dew, I LOHAS, Powerade, Topo Chico, AdeS, Del Valle, fairlife, innocent, Minute Maid, and Minute Maid Pulpy brands. It operates through a network of independent bottling partners, distributors, wholesalers, and retailers, as well as through bottling and distribution operators. The company was founded in 1886 and is headquartered in Atlanta, Georgia.

Full KO 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.