HomeCompareNMFC vs IEX

NMFC vs IEX: Dividend Comparison 2026

NMFC yields 16.80% · IEX yields 1.55%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 NMFC wins by $23.9K 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 →
IEX
IEX
● Live price
1.55%
Share price
$183.49
Annual div
$2.84
5Y div CAGR
40.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.5K
Annual income
$9,282.08
Full IEX calculator →

Portfolio growth — NMFC vs IEX

📍 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 PeriodNMFCIEX
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, NMFC + IEX cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
NMFC pays
IEX pays
Both pay
Neither
💰

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
IEX
Annual income on $10K today (after 15% tax)
$131.56/yr
After 10yr DRIP, annual income (after tax)
$7,889.77/yr
At 15% tax rate, IEX beats the other by $1,584.82/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NMFC: 50%IEX: 50%
100% IEX50/50100% NMFC
Portfolio after 10yr
$59.5K
Annual income
$8,349.83/yr
Blended yield
14.04%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on IEX 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
IEX
Analyst Ratings
14
Buy
15
Hold
Consensus: Hold
Price Target
$236.83
+29.1% upside vs current
Range: $220.00 — $247.00
Altman Z
4.8
Piotroski
8/9
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
IEX buys
0
No recent congressional trades found for NMFC or IEX in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNMFCIEX
Forward yield16.80%1.55%
Annual dividend / share$1.28$2.84
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR3.1%40.9%
Portfolio after 10y$71.4K$47.5K
Annual income after 10y$7,417.58$9,282.08
Total dividends collected$40.9K$24.6K
Payment frequencyquarterlyquarterly
SectorStockIndustrials
Analyst consensusHoldHold
Analyst price target$10.00$236.83

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

YearNMFC PortfolioNMFC Income/yrIEX PortfolioIEX Income/yrGap
1← crossover$12,432$1,731.86$10,918$218.08+$1.5KNMFC
2$15,377$2,074.55$11,996$313.54+$3.4KNMFC
3$18,925$2,472.44$13,289$453.63+$5.6KNMFC
4$23,182$2,932.14$14,881$661.76+$8.3KNMFC
5$28,266$3,460.76$16,899$975.81+$11.4KNMFC
6$34,310$4,065.84$19,541$1,459.17+$14.8KNMFC
7$41,467$4,755.41$23,131$2,221.89+$18.3KNMFC
8$49,908$5,537.91$28,213$3,463.33+$21.7KNMFC
9$59,824$6,422.20$35,751$5,562.68+$24.1KNMFC
10$71,429$7,417.58$47,535$9,282.08+$23.9KNMFC

NMFC vs IEX: 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 →

IEXIndustrials

IDEX Corporation, together with its subsidiaries, provides applied solutions worldwide. The company operates through three segments: Fluid & Metering Technologies (FMT), Health & Science Technologies (HST), and Fire & Safety/Diversified Products (FSDP). The FMT segment designs, produces, and distributes positive displacement pumps, small volume provers, flow meters, injectors, and other fluid-handling pump modules and systems, as well as offers flow monitoring and other services for the food, chemical, general industrial, water and wastewater, agricultural, and energy industries. The HST segment designs, produces, and distributes precision fluidics, rotary lobe pumps, centrifugal and positive displacement pumps, roll compaction and drying systems, pneumatic components and sealing solutions, high performance molded and extruded sealing components, custom mechanical and shaft seals, engineered hygienic mixers and valves, biocompatible medical devices and implantables, air compressors and blowers, optical components and coatings, laboratory and commercial equipment, precision photonic solutions, and precision gear and peristaltic pump technologies. This segment serves food and beverage, pharmaceutical and biopharmaceutical, cosmetics, marine, chemical, wastewater and water treatment, life sciences, research, and defense markets. The FSDP segment designs, produces, and distributes firefighting pumps, valves and controls, rescue tools, lifting bags, and other components and systems for the fire and rescue industry; engineered stainless steel banding and clamping devices for various industrial and commercial applications; and precision equipment for dispensing, metering, and mixing colorants and paints used in retail and commercial businesses. IDEX Corporation was incorporated in 1987 and is headquartered in Northbrook, Illinois.

Full IEX 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.