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NBGIX vs PM: Dividend Comparison 2026

NBGIX yields 16.25% · PM yields 3.48%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 NBGIX wins by $8.3K in total portfolio value
10 years
NBGIX
NBGIX
● Live price
16.25%
Share price
$54.36
Annual div
$8.83
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$57.9K
Annual income
$4,413.93
Full NBGIX calculator →
PM
Philip Morris International
● Live price
3.48%
Share price
$165.34
Annual div
$5.76
5Y div CAGR
17.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.6K
Annual income
$2,492.02
Full PM calculator →

Portfolio growth — NBGIX vs PM

📍 NBGIX 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 PeriodNBGIXPM
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, NBGIX + PM cover 0 of 12 monthsgood coverage

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

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

NBGIX
Annual income on $10K today (after 15% tax)
$1,381.12/yr
After 10yr DRIP, annual income (after tax)
$3,751.84/yr
PM
Annual income on $10K today (after 15% tax)
$296.12/yr
After 10yr DRIP, annual income (after tax)
$2,118.22/yr
At 15% tax rate, NBGIX beats the other by $1,633.62/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of NBGIX + PM for your $10,000?

NBGIX: 50%PM: 50%
100% PM50/50100% NBGIX
Portfolio after 10yr
$53.7K
Annual income
$3,452.98/yr
Blended yield
6.43%
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Analyst Conviction Gap

Where Wall Street is most bullish on PM right now

NBGIX
No analyst data
PM
Analyst Ratings
17
Buy
7
Hold
1
Sell
Consensus: Buy
Price Target
$194.30
+17.5% upside vs current
Range: $180.00 — $205.00
Altman Z
4.0
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NBGIX buys
0
PM buys
0
No recent congressional trades found for NBGIX or PM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNBGIXPM
Forward yield16.25%3.48%
Annual dividend / share$8.83$5.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%17.2%
Portfolio after 10y$57.9K$49.6K
Annual income after 10y$4,413.93$2,492.02
Total dividends collected$29.4K$11.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: NBGIX vs PM ($10,000, DRIP)

YearNBGIX PortfolioNBGIX Income/yrPM PortfolioPM Income/yrGap
1← crossover$12,325$1,624.85$11,648$408.29+$677.00NBGIX
2$15,059$1,871.60$13,589$495.90+$1.5KNBGIX
3$18,251$2,137.21$15,877$603.21+$2.4KNBGIX
4$21,949$2,420.69$18,580$734.88+$3.4KNBGIX
5$26,206$2,720.75$21,781$896.75+$4.4KNBGIX
6$31,076$3,035.95$25,578$1,096.12+$5.5KNBGIX
7$36,616$3,364.66$30,092$1,342.17+$6.5KNBGIX
8$42,885$3,705.12$35,470$1,646.46+$7.4KNBGIX
9$49,942$4,055.50$41,892$2,023.58+$8.1KNBGIX
10$57,852$4,413.93$49,578$2,492.02+$8.3KNBGIX

NBGIX vs PM: Complete Analysis 2026

NBGIXStock

The investment seeks growth of capital. The fund invests mainly in common stocks of small-capitalization companies, which it defines as those with a total market capitalization within the market capitalization range of companies in the Russell 2000® Index at the time of initial purchase. It may continue to hold or add to a position in a company after its market capitalization has moved outside the range of the Russell 2000® Index. The fund seeks to reduce risk by diversifying among many companies and industries.

Full NBGIX Calculator →

PMConsumer Staples

Philip Morris International Inc. operates as a tobacco company working to delivers a smoke-free future and evolving portfolio for the long-term to include products outside of the tobacco and nicotine sector. The company's product portfolio primarily consists of cigarettes and smoke-free products, including heat-not-burn, vapor, and oral nicotine products that are sold in markets outside the United States. The company offers its smoke-free products under the HEETS, HEETS Creations, HEETS Dimensions, HEETS Marlboro, HEETS FROM MARLBORO, Marlboro Dimensions, Marlboro HeatSticks, Parliament HeatSticks, and TEREA brands, as well as the KT&G-licensed brands, Fiit, and Miix. It also sells its products under the Marlboro, Parliament, Bond Street, Chesterfield, L&M, Lark, and Philip Morris brands. In addition, the company owns various cigarette brands, such as Dji Sam Soe, Sampoerna A, and Sampoerna U in Indonesia; and Fortune and Jackpot in the Philippines. The company sells its smoke-free products in 71 markets. Philip Morris International Inc. was incorporated in 1987 and is headquartered in New York, New York.

Full PM 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.