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MONTX vs MO: Dividend Comparison 2026

MONTX yields 21.93% · MO yields 6.36%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MONTX wins by $2.0K in total portfolio value
10 years
MONTX
MONTX
● Live price
21.93%
Share price
$28.70
Annual div
$6.29
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$82.1K
Annual income
$8,239.11
Full MONTX calculator →
MO
Altria Group Inc.
● Live price
6.36%
Share price
$65.99
Annual div
$4.20
5Y div CAGR
22.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$80.1K
Annual income
$30,159.17
Full MO calculator →

Portfolio growth — MONTX vs MO

📍 MONTX 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 PeriodMONTXMO
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, MONTX + MO cover 0 of 12 monthsgood coverage

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

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

MONTX
Annual income on $10K today (after 15% tax)
$1,864.10/yr
After 10yr DRIP, annual income (after tax)
$7,003.24/yr
MO
Annual income on $10K today (after 15% tax)
$540.99/yr
After 10yr DRIP, annual income (after tax)
$25,635.29/yr
At 15% tax rate, MO beats the other by $18,632.05/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 MONTX + MO for your $10,000?

MONTX: 50%MO: 50%
100% MO50/50100% MONTX
Portfolio after 10yr
$81.1K
Annual income
$19,199.13/yr
Blended yield
23.67%
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Analyst Conviction Gap

Where Wall Street is most bullish on MO right now

MONTX
No analyst data
MO
Analyst Ratings
16
Buy
9
Hold
1
Sell
Consensus: Buy
Price Target
$61.25
-7.2% upside vs current
Range: $47.00 — $68.00
Altman Z
3.2
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MONTX buys
0
MO buys
0
No recent congressional trades found for MONTX or MO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMONTXMO
Forward yield21.93%6.36%
Annual dividend / share$6.29$4.20
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%22.6%
Portfolio after 10y$82.1K$80.1K
Annual income after 10y$8,239.11$30,159.17
Total dividends collected$48.9K$74.5K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: MONTX vs MO ($10,000, DRIP)

YearMONTX PortfolioMONTX Income/yrMO PortfolioMO Income/yrGap
1← crossover$12,893$2,193.06$10,570$780.30+$2.3KMONTX
2$16,438$2,642.55$11,381$1,032.90+$5.1KMONTX
3$20,738$3,148.73$12,535$1,392.73+$8.2KMONTX
4$25,902$3,712.42$14,193$1,920.91+$11.7KMONTX
5$32,048$4,333.53$16,618$2,723.68+$15.4KMONTX
6$39,303$5,011.13$20,263$3,993.80+$19.0KMONTX
7$47,797$5,743.43$25,936$6,098.36+$21.9KMONTX
8$57,671$6,527.82$35,166$9,775.01+$22.5KMONTX
9$69,069$7,361.02$51,026$16,597.78+$18.0KMONTX
10$82,143$8,239.11$80,113$30,159.17+$2.0KMONTX

MONTX vs MO: Complete Analysis 2026

MONTXStock

The fund invests at least 65% of its net assets in common stocks of companies of all market capitalization ranges, although the Adviser expects that the fund will primarily invest in common stocks of large-cap companies (those with market capitalizations of at least $10 billion measured at the time of investment). It may invest in more volatile sectors, which could result in a disproportionate return or loss compared to the S&P 500® Index. The fund may invest up to 5% of its net assets in ETFs and up to 10% of its net assets in foreign stocks, which is accomplished primarily through ADRs.

Full MONTX Calculator →

MOConsumer Staples

Altria Group, Inc., through its subsidiaries, manufactures and sells smokeable and oral tobacco products in the United States. The company provides cigarettes primarily under the Marlboro brand; cigars and pipe tobacco principally under the Black & Mild brand; and moist smokeless tobacco products under the Copenhagen, Skoal, Red Seal, and Husky brands, as well as provides on! oral nicotine pouches. It sells its tobacco products primarily to wholesalers, including distributors; and large retail organizations, such as chain stores. Altria Group, Inc. was founded in 1822 and is headquartered in Richmond, Virginia.

Full MO 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.