HomeCompareIOBAX vs O

IOBAX vs O: Dividend Comparison 2026

IOBAX yields 7.34% · O yields 5.28%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 O wins by $1.7K in total portfolio value· pulled ahead in Year 10
10 years
IOBAX
IOBAX
● Live price
7.34%
Share price
$8.33
Annual div
$0.61
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.5K
Annual income
$1,170.01
Full IOBAX calculator →
O
Realty Income Corporation
● Live price
5.28%
Share price
$61.18
Annual div
$3.23
5Y div CAGR
15.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.2K
Annual income
$5,098.20
Full O calculator →

Portfolio growth — IOBAX vs O

📍 O pulled ahead of the other in Year 10

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 PeriodIOBAXO
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, IOBAX + O cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IOBAX
Annual income on $10K today (after 15% tax)
$624.18/yr
After 10yr DRIP, annual income (after tax)
$994.51/yr
O
Annual income on $10K today (after 15% tax)
$448.90/yr
After 10yr DRIP, annual income (after tax)
$4,333.47/yr
At 15% tax rate, O beats the other by $3,338.96/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of IOBAX + O for your $10,000?

IOBAX: 50%O: 50%
100% O50/50100% IOBAX
Portfolio after 10yr
$33.4K
Annual income
$3,134.11/yr
Blended yield
9.39%
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Analyst Conviction Gap

Where Wall Street is most bullish on O right now

IOBAX
No analyst data
O
Analyst Ratings
13
Buy
18
Hold
3
Sell
Consensus: Hold
Price Target
$64.00
+4.6% upside vs current
Range: $60.00 — $69.00
Altman Z
1.0
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)

IOBAX buys
0
O buys
0
No recent congressional trades found for IOBAX or O in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIOBAXO
Forward yield7.34%5.28%
Annual dividend / share$0.61$3.23
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.1%
Portfolio after 10y$32.5K$34.2K
Annual income after 10y$1,170.01$5,098.20
Total dividends collected$9.6K$20.7K
Payment frequencyquarterlymonthly
SectorStockREIT

Year-by-year: IOBAX vs O ($10,000, DRIP)

YearIOBAX PortfolioIOBAX Income/yrO PortfolioO Income/yrGap
1$11,434$734.33$10,818$607.86+$616.00IOBAX
2$13,019$784.73$11,786$741.30+$1.2KIOBAX
3$14,766$835.06$12,944$910.50+$1.8KIOBAX
4$16,685$885.12$14,343$1,127.28+$2.3KIOBAX
5$18,787$934.71$16,053$1,408.17+$2.7KIOBAX
6$21,086$983.64$18,167$1,776.65+$2.9KIOBAX
7$23,594$1,031.78$20,815$2,266.60+$2.8KIOBAX
8$26,324$1,078.96$24,179$2,927.66+$2.1KIOBAX
9$29,292$1,125.07$28,521$3,833.95+$771.00IOBAX
10← crossover$32,513$1,170.01$34,218$5,098.20$1.7KO

IOBAX vs O: Complete Analysis 2026

IOBAXStock

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in a broad range of U.S. dollar-denominated fixed income products. These include corporate bonds, notes and debentures, and closed-end funds that invest at least 80% of their assets in fixed income securities, as well as U.S. government and agency securities.

Full IOBAX Calculator →

OREIT

Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date, the company has declared 608 consecutive common stock monthly dividends throughout its 52-year operating history and increased the dividend 109 times since Realty Income's public listing in 1994 (NYSE: O). The company is a member of the S&P 500 Dividend Aristocrats index. Additional information about the company can be obtained from the corporate website at www.realtyincome.com.

Full O 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.