Home › Compare › MWOFX vs O

MWOFX vs O: Dividend Comparison 2026

MWOFX yields 6.14% · O yields 5.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MWOFX wins by $7.3K in total portfolio value
10 years
MWOFX
MWOFX
● Live price
6.14%
Share price
$55.25
Annual div
$3.39
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.0K
Annual income
$908.47
Full MWOFX calculator →
O
Realty Income Corporation
● Live price
5.97%
Share price
$52.30
Annual div
$3.12
5Y div CAGR
3.2%
Payout ratio
76%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.7K
Annual income
$1,416.15
Full O calculator →

Portfolio growth — MWOFX vs O

📍 MWOFX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodMWOFXO
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, MWOFX + O cover 8 of 12 months — good coverage

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

Tax Bracket Optimizer

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

MWOFX
Annual income on $10K today (after 15% tax)
$522.13/yr
After 10yr DRIP, annual income (after tax)
$772.20/yr
O
Annual income on $10K today (after 15% tax)
$507.07/yr
After 10yr DRIP, annual income (after tax)
$1,203.73/yr
At 15% tax rate, O beats the other by $431.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MWOFX: 50%O: 50%
100% O50/50100% MWOFX
Portfolio after 10yr
$26.4K
Annual income
$1,162.31/yr
Blended yield
4.41%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on O right now

MWOFX
No analyst data
O
Analyst Ratings
13
Buy
18
Hold
3
Sell
Consensus: Hold
Price Target
$64.00
+22.4% 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)

MWOFX buys
0
O buys
0
No recent congressional trades found for MWOFX or O in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMWOFXO
Forward yield6.14% ✓5.97%
Annual dividend / share$3.39 ✓$3.12
Payout ratio50% ✓76%
1-year div growth0%2.8% ✓
5-year div CAGR0%3.2% ✓
Portfolio after 10y$30.0K ✓$22.7K
Annual income after 10y$908.47$1,416.15 ✓
Total dividends collected$7.7K$9.6K ✓
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearMWOFX PortfolioMWOFX Income/yrO PortfolioO Income/yrGap
1← crossover$11,314$614.27$10,826$615.65+$488.00 → MWOFX
2$12,756$649.54$11,727$673.66+$1.0K → MWOFX
3$14,333$684.39$12,710$737.59+$1.6K → MWOFX
4$16,055$718.70$13,785$808.08+$2.3K → MWOFX
5$17,931$752.38$14,961$885.87+$3.0K → MWOFX
6$19,972$785.33$16,247$971.76+$3.7K → MWOFX
7$22,187$817.48$17,655$1,066.66+$4.5K → MWOFX
8$24,589$848.75$19,197$1,171.57+$5.4K → MWOFX
9$27,190$879.09$20,888$1,287.65+$6.3K → MWOFX
10$30,001$908.47$22,743$1,416.15+$7.3K → MWOFX

MWOFX vs O: Complete Analysis 2026

MWOFX — Stock

The fund normally invests its assets primarily in U.S. and foreign equity securities, including emerging market equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the fund's assets in the stocks of companies the adviser believes to have above average earnings growth potential compared to other companies (growth companies).

Full MWOFX Calculator →

O — REIT

Nicknamed 'The Monthly Dividend Company', Realty Income is a net-lease REIT with 15,000+ properties across the US and Europe. It has paid monthly dividends for 55+ consecutive years with 126 dividend increases since 1994 — a true Dividend Aristocrat. Its tenants include Walgreens, Dollar General, and FedEx. A cornerstone holding for income investors.

Full O Calculator →
📬

Get this MWOFX vs O comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

MWOFX vs SCHDMWOFX vs JEPIMWOFX vs KOMWOFX vs MAINMWOFX vs STAGMWOFX vs ADCMWOFX vs NNNMWOFX vs VICI

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.