HomeCompareNMFC vs PBFX

NMFC vs PBFX: Dividend Comparison 2026

NMFC yields 16.80% · PBFX yields 74.55%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NMFC wins by $36.0K in total portfolio value· pulled ahead in Year 4
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 →
PBFX
PBFX
● Live price
74.55%
Share price
$19.90
Annual div
$14.83
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.4K
Annual income
$13.11
Full PBFX calculator →

Portfolio growth — NMFC vs PBFX

📍 NMFC pulled ahead of the other in Year 4

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 PeriodNMFCPBFX
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 + PBFX cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
NMFC pays
PBFX 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
PBFX
Annual income on $10K today (after 15% tax)
$6,336.56/yr
After 10yr DRIP, annual income (after tax)
$11.14/yr
At 15% tax rate, NMFC beats the other by $6,293.80/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NMFC: 50%PBFX: 50%
100% PBFX50/50100% NMFC
Portfolio after 10yr
$53.4K
Annual income
$3,715.35/yr
Blended yield
6.95%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PBFX 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
PBFX
Analyst Ratings
3
Buy
4
Hold
Consensus: Hold
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
PBFX buys
0
No recent congressional trades found for NMFC or PBFX in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNMFCPBFX
Forward yield16.80%74.55%
Annual dividend / share$1.28$14.83
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR3.1%-50%
Portfolio after 10y$71.4K$35.4K
Annual income after 10y$7,417.58$13.11
Total dividends collected$40.9K$9.3K
Payment frequencyquarterlyquarterly
SectorStockStock
Analyst consensusHoldHold

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

YearNMFC PortfolioNMFC Income/yrPBFX PortfolioPBFX Income/yrGap
1$12,432$1,731.86$14,427$3,727.39$2.0KPBFX
2$15,377$2,074.55$17,950$2,512.92$2.6KPBFX
3$18,925$2,472.44$20,668$1,460.99$1.7KPBFX
4← crossover$23,182$2,932.14$22,901$786.06+$281.00NMFC
5$28,266$3,460.76$24,911$407.00+$3.4KNMFC
6$34,310$4,065.84$26,861$206.88+$7.4KNMFC
7$41,467$4,755.41$28,846$104.24+$12.6KNMFC
8$49,908$5,537.91$30,917$52.31+$19.0KNMFC
9$59,824$6,422.20$33,108$26.20+$26.7KNMFC
10$71,429$7,417.58$35,438$13.11+$36.0KNMFC

NMFC vs PBFX: 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 →

PBFXStock

PBF Logistics LP owns, leases, acquires, develops, and operates crude oil and refined petroleum products terminals, pipelines, storage facilities, and other logistics assets in the United States. It operates in two segments, Transportation and Terminaling; and Storage. The company's assets include the DCR rail terminal, a double loop track with ancillary pumping and unloading equipment; the Toledo Truck Terminal, a crude truck unloading terminal; the DCR West Rack, a heavy crude oil rail unloading facility at the Delaware city refinery; and the Toledo storage facility, which includes a propane storage and loading facility. Its assets also comprise the DCR products pipeline, an interstate petroleum products pipeline; the DCR truck rack, a truck loading rack; the San Joaquin Valley pipeline system and Paulsboro natural gas pipeline; the Toledo rail products facility, a loading and unloading rail facility; the Chalmette truck rack, a truck loading rack facility; the Chalmette rosin yard, a rail yard facility; the Paulsboro lube oil terminal, a lube oil terminal facility; and the Delaware ethanol storage facility, an ethanol storage facility. In addition, the company is involved in receiving, handling, storing, and transferring crude oil, refined products, natural gas, and intermediates. PBF Logistics LP was founded in 2012 and is headquartered in Parsippany, New Jersey.

Full PBFX 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.