HomeCompareIVFIX vs O

IVFIX vs O: Dividend Comparison 2026

IVFIX yields 3.40% · O yields 5.28%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 O wins by $9.3K in total portfolio value· pulled ahead in Year 6
10 years
IVFIX
IVFIX
● Live price
3.40%
Share price
$4.81
Annual div
$0.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.9K
Annual income
$423.33
Full IVFIX calculator →
O
Realty Income Corporation
● Live price
5.28%
Share price
$61.15
Annual div
$3.23
5Y div CAGR
15.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.2K
Annual income
$5,102.74
Full O calculator →

Portfolio growth — IVFIX vs O

📍 O pulled ahead of the other in Year 6

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 PeriodIVFIXO
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, IVFIX + O cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IVFIX
Annual income on $10K today (after 15% tax)
$289.11/yr
After 10yr DRIP, annual income (after tax)
$359.83/yr
O
Annual income on $10K today (after 15% tax)
$449.12/yr
After 10yr DRIP, annual income (after tax)
$4,337.33/yr
At 15% tax rate, O beats the other by $3,977.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IVFIX: 50%O: 50%
100% O50/50100% IVFIX
Portfolio after 10yr
$29.6K
Annual income
$2,763.03/yr
Blended yield
9.34%
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Analyst Conviction Gap

Where Wall Street is most bullish on O right now

IVFIX
No analyst data
O
Analyst Ratings
13
Buy
18
Hold
3
Sell
Consensus: Hold
Price Target
$64.00
+4.7% 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)

IVFIX buys
0
O buys
0
No recent congressional trades found for IVFIX or O in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVFIXO
Forward yield3.40%5.28%
Annual dividend / share$0.16$3.23
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.1%
Portfolio after 10y$24.9K$34.2K
Annual income after 10y$423.33$5,102.74
Total dividends collected$3.8K$20.7K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearIVFIX PortfolioIVFIX Income/yrO PortfolioO Income/yrGap
1$11,040$340.12$10,818$608.16+$222.00IVFIX
2$12,164$350.94$11,787$741.68+$377.00IVFIX
3$13,377$361.36$12,946$911.00+$431.00IVFIX
4$14,684$371.39$14,345$1,127.94+$339.00IVFIX
5$16,093$381.03$16,056$1,409.05+$37.00IVFIX
6← crossover$17,610$390.27$18,171$1,777.83$561.00O
7$19,242$399.12$20,820$2,268.21$1.6KO
8$20,997$407.57$24,188$2,929.90$3.2KO
9$22,882$415.64$28,533$3,837.11$5.7KO
10$24,907$423.33$34,235$5,102.74$9.3KO

IVFIX vs O: Complete Analysis 2026

IVFIXStock

The fund pursues its investment objective by investing primarily in equity securities of companies based in countries outside the United States, consisting principally of high dividend-paying stocks with dividend growth potential. It generally invests in large-cap or mid-cap stocks and may also hold depositary receipts and real estate investment trusts. The fund will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in dividend-paying securities.

Full IVFIX 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.