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NMFC vs CB: Dividend Comparison 2026

NMFC yields 16.80% · CB yields 1.19%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NMFC wins by $45.4K in total portfolio value
10 years
NMFC
NMFC
● Live price
16.80%
Share price
$7.62
Annual div
$1.28
5Y div CAGR
3.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$71.4K
Annual income
$7,417.58
Full NMFC calculator →
CB
CB
● Live price
1.19%
Share price
$325.35
Annual div
$3.88
5Y div CAGR
23.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.0K
Annual income
$1,241.17
Full CB calculator →

Portfolio growth — NMFC vs CB

📍 NMFC 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 PeriodNMFCCB
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, NMFC + CB cover 0 of 12 monthsgood coverage

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

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

NMFC
Annual income on $10K today (after 15% tax)
$1,427.82/yr
After 10yr DRIP, annual income (after tax)
$6,304.94/yr
CB
Annual income on $10K today (after 15% tax)
$101.37/yr
After 10yr DRIP, annual income (after tax)
$1,054.99/yr
At 15% tax rate, NMFC beats the other by $5,249.95/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of NMFC + CB for your $10,000?

NMFC: 50%CB: 50%
100% CB50/50100% NMFC
Portfolio after 10yr
$48.7K
Annual income
$4,329.38/yr
Blended yield
8.88%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on CB right now

NMFC
Analyst Ratings
3
Buy
8
Hold
1
Sell
Consensus: Hold
Price Target
$10.00
+31.2% upside vs current
Range: $10.00 — $10.00
Altman Z
0.5
Piotroski
8/9
CB
Analyst Ratings
1
Strong
22
Buy
18
Hold
2
Sell
Consensus: Buy
Price Target
$342.00
+5.1% upside vs current
Range: $305.00 — $373.00
Altman Z
1.4
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)

NMFC buys
0
CB buys
0
No recent congressional trades found for NMFC or CB in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNMFCCB
Forward yield16.80%1.19%
Annual dividend / share$1.28$3.88
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR3.1%23.5%
Portfolio after 10y$71.4K$26.0K
Annual income after 10y$7,417.58$1,241.17
Total dividends collected$40.9K$5.2K
Payment frequencyquarterlyquarterly
SectorStockFinancials
Analyst consensusHoldBuy
Analyst price target$10.00$342.00

Year-by-year: NMFC vs CB ($10,000, DRIP)

YearNMFC PortfolioNMFC Income/yrCB PortfolioCB Income/yrGap
1← crossover$12,432$1,731.86$10,847$147.28+$1.6KNMFC
2$15,377$2,074.55$11,791$184.40+$3.6KNMFC
3$18,925$2,472.44$12,848$231.35+$6.1KNMFC
4$23,182$2,932.14$14,038$290.95+$9.1KNMFC
5$28,266$3,460.76$15,388$366.93+$12.9KNMFC
6$34,310$4,065.84$16,929$464.23+$17.4KNMFC
7$41,467$4,755.41$18,703$589.49+$22.8KNMFC
8$49,908$5,537.91$20,764$751.71+$29.1KNMFC
9$59,824$6,422.20$23,181$963.24+$36.6KNMFC
10$71,429$7,417.58$26,045$1,241.17+$45.4KNMFC

NMFC vs CB: Complete Analysis 2026

NMFCStock

New Mountain Finance Corporation (Nasdaq: NMFC), a business development company is a private equity / buyouts and loan fund specializes in directly investing and lending to middle market companies in defensive growth industries. The fund prefers investing in buyout and middle market companies. It also makes investments in debt securities at all levels of the capital structure including first and second lien debt, unsecured notes and mezzanine securities. In some cases, its investments may also include equity interests. It targets energy, specialty chemicals and materials, trading companies and distributors, commercial printing, diversified support services, education services, environmental and facilities services, office services and supplies, media, distributors, health care services, health care facilities, application software, business services, systems software, federal services, distribution and logistics, interactive home entertainment, telecommunication services, hydroelectric power generation, electric power generation by fossil fuels, electric power generation by nuclear fuels, health care technology, and security and alarm services. The fund seeks to invest in United States of America. It seeks to invest between $10 million and $50 million per transaction. The firm invests through both primary originations and open-market secondary purchases. It invests in companies with EBITDA between $10 million and $200 million and target investments up to a $125 million hold size. The fund seeks a majority stake in its portfolio companies.

Full NMFC Calculator →

CBFinancials

Chubb Limited provides insurance and reinsurance products worldwide. The company's North America Commercial P&C Insurance segment offers commercial property, casualty, workers' compensation, package policies, risk management, financial lines, marine, construction, environmental, medical, cyber risk, surety, and excess casualty; and group accident and health insurance to large, middle market, and small commercial businesses. Its North America Personal P&C Insurance segment provides affluent and high net worth individuals and families with homeowners, automobile and collector cars, valuable articles, personal and excess liability, travel insurance, and recreational marine insurance and services. The company's North America Agricultural Insurance segment offers multiple peril crop and crop-hail insurance; and coverage for farm and ranch property, and commercial agriculture products. Its Overseas General Insurance segment provides coverage for traditional commercial property and casualty; specialty categories, such as financial lines, marine, energy, aviation, political risk, and construction risk; and group accident and health, and traditional and specialty personal lines for corporations, middle markets, and small customers through retail brokers, agents, and other channels. The company's Global Reinsurance segment offers traditional and specialty reinsurance under the Chubb Tempest Re brand to property and casualty companies. Its Life Insurance segment provides protection and savings products comprising whole life, endowment plans, individual term life, group term life, medical and health, personal accident, credit life, universal life, and unit linked contracts. The company markets its products primarily through insurance and reinsurance brokers. The company was formerly known as ACE Limited and changed its name to Chubb Limited in January 2016. Chubb Limited was incorporated in 1985 and is headquartered in Zurich, Switzerland.

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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.