Dividend Battle Arena
KBSR vs HTGC: Head-to-Head Quantitative Analysis
10-Year Projected Forecast
THE VERDICT
Projected Winner:HTGC
Based on superior dividend growth rates and historical total return performance, HTGC is projected to outperform in a 10-year compounding window by approximately $25.6K.
VS
Growth War: Portfolio Value (DRIP)
Income War: Annual Dividends
Head-to-Head Key Metrics
| Metric | KBSR | HTGC |
|---|---|---|
| Dividend Yield | 4.00% | 10.22%Winner |
| 5Y Div CAGR | 5%Winner | 4.2% |
| Payout Ratio | 50%Winner | 90% |
| Share Price | $50.00 | $18.40 |
| Annual Div / Share | $2.00Winner | $1.88 |
| 10Y Portfolio Est. | $28.0K | $53.7KWinner |
| 10Y Annual Income | $899.19 | $3,064.35Winner |
Year-by-Year Battle Projection ($10,000, DRIP)
| Year | KBSR Portfolio | KBSR Income | HTGC Portfolio | HTGC Income | Gap |
|---|---|---|---|---|---|
| 1 | $11,120 | $420.00 | $12,045 | $1,064.65 | +$925.00 (HTGC) |
| 2 | $12,357 | $458.31 | $14,442 | $1,216.94 | +$2.1K (HTGC) |
| 3 | $13,721 | $499.76 | $17,242 | $1,384.73 | +$3.5K (HTGC) |
| 4 | $15,227 | $544.58 | $20,501 | $1,568.89 | +$5.3K (HTGC) |
| 5 | $16,885 | $593.02 | $24,280 | $1,770.26 | +$7.4K (HTGC) |
| 6 | $18,713 | $645.34 | $28,649 | $1,989.67 | +$9.9K (HTGC) |
| 7 | $20,724 | $701.81 | $33,685 | $2,227.97 | +$13.0K (HTGC) |
| 8 | $22,938 | $762.73 | $39,472 | $2,485.98 | +$16.5K (HTGC) |
| 9 | $25,372 | $828.41 | $46,104 | $2,764.50 | +$20.7K (HTGC) |
| 10 | $28,047 | $899.19 | $53,687 | $3,064.35 | +$25.6K (HTGC) |
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When KBSR beats HTGC
KBSR dominates in environments where dividend growth and quality fundamentals are rewarded. If your horizon is 10+ years, KBSR's growth rate typically overcomes HTGC's starting yield. Choose HTGC only if you require immediate maximum cash flow today.