HomeCompareLKREF vs ARCC

LKREF vs ARCC: Dividend Comparison 2026

LKREF yields 7.27% · ARCC yields 9.06%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 ARCC wins by $20.6K in total portfolio value
10 years
LKREF
LKREF
● Live price
7.27%
Share price
$4.65
Annual div
$0.34
5Y div CAGR
-24.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.3K
Annual income
$53.00
Full LKREF calculator →
ARCC
Ares Capital Corporation
● Live price
9.06%
Share price
$21.20
Annual div
$1.92
5Y div CAGR
3.1%
Payout ratio
88%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.8K
Annual income
$2,279.31
Full ARCC calculator →

Portfolio growth — LKREF vs ARCC

📍 ARCC 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 PeriodLKREFARCC
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, LKREF + ARCC cover 0 of 12 monthsgood coverage

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

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

LKREF
Annual income on $10K today (after 15% tax)
$617.87/yr
After 10yr DRIP, annual income (after tax)
$45.05/yr
ARCC
Annual income on $10K today (after 15% tax)
$769.81/yr
After 10yr DRIP, annual income (after tax)
$1,937.41/yr
At 15% tax rate, ARCC beats the other by $1,892.36/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

What's the optimal mix of LKREF + ARCC for your $10,000?

LKREF: 50%ARCC: 50%
100% ARCC50/50100% LKREF
Portfolio after 10yr
$33.5K
Annual income
$1,166.16/yr
Blended yield
3.48%
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Analyst Conviction Gap

Where Wall Street is most bullish on ARCC right now

LKREF
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
1.2
Piotroski
5/9
ARCC
Analyst Ratings
24
Buy
7
Hold
Consensus: Buy
Price Target
$21.88
+3.2% upside vs current
Range: $21.00 — $23.00
Altman Z
0.8
Piotroski
4/9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LKREF buys
0
ARCC buys
0
No recent congressional trades found for LKREF or ARCC in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLKREFARCC
Forward yield7.27%9.06%
Annual dividend / share$0.34$1.92
Payout ratio50%88%
1-year div growth0%2%
5-year div CAGR-24.3%3.1%
Portfolio after 10y$23.3K$43.8K
Annual income after 10y$53.00$2,279.31
Total dividends collected$2.3K$15.5K
Payment frequencyquarterlyquarterly
SectorStockBDC
Analyst consensusHoldBuy

Year-by-year: LKREF vs ARCC ($10,000, DRIP)

YearLKREF PortfolioLKREF Income/yrARCC PortfolioARCC Income/yrGap
1← crossover$11,250$550.27$11,774$933.74$524.00ARCC
2$12,476$437.97$13,808$1,045.61$1.3KARCC
3$13,693$343.61$16,135$1,166.34$2.4KARCC
4$14,918$266.81$18,786$1,296.19$3.9KARCC
5$16,168$205.65$21,800$1,435.41$5.6KARCC
6$17,457$157.68$25,215$1,584.23$7.8KARCC
7$18,800$120.45$29,076$1,742.84$10.3KARCC
8$20,208$91.77$33,430$1,911.44$13.2KARCC
9$21,692$69.79$38,328$2,090.21$16.6KARCC
10$23,263$53.00$43,827$2,279.31$20.6KARCC

LKREF vs ARCC: Complete Analysis 2026

LKREFStock

Link Real Estate Investment Trust (Hong Kong stock code: 823), managed by Link Asset Management Limited, is a leading retail-focused REIT in the world and Asia's largest REIT in terms of market capitalisation. Listed in 2005 as the first REIT in Hong Kong, Link has been 100% held by public and institutional investors and is a Hang Seng Index constituent stock. From its home in Hong Kong, Link manages a diversified portfolio including retail facilities, car parks and offices spanning Hong Kong, Beijing, Guangzhou, Shanghai, Shenzhen, London and Sydney. Link seeks to extend its portfolio growth trajectory and grasp expansion opportunities in different markets in pursuit of our medium-term target Vision 2025.

Full LKREF Calculator →

ARCCBDC

Ares Capital is the largest Business Development Company by assets. It provides financing to middle market companies and pays a generous quarterly dividend plus occasional special dividends. With $21B+ in AUM and diversified exposure across industries, ARCC is the benchmark BDC for income investors.

Full ARCC 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.