HomeCompareOFSSI vs PM

OFSSI vs PM: Dividend Comparison 2026

OFSSI yields 7.97% · PM yields 3.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PM wins by $28.6K in total portfolio value
10 years
OFSSI
OFSSI
● Live price
7.97%
Share price
$25.09
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.1K
Annual income
$0.83
Full OFSSI calculator →
PM
Philip Morris International
● Live price
3.49%
Share price
$164.83
Annual div
$5.76
5Y div CAGR
17.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.6K
Annual income
$2,502.61
Full PM calculator →

Portfolio growth — OFSSI vs PM

📍 PM 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 PeriodOFSSIPM
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, OFSSI + PM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

OFSSI
Annual income on $10K today (after 15% tax)
$677.56/yr
After 10yr DRIP, annual income (after tax)
$0.71/yr
PM
Annual income on $10K today (after 15% tax)
$297.03/yr
After 10yr DRIP, annual income (after tax)
$2,127.22/yr
At 15% tax rate, PM beats the other by $2,126.51/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OFSSI: 50%PM: 50%
100% PM50/50100% OFSSI
Portfolio after 10yr
$35.4K
Annual income
$1,251.73/yr
Blended yield
3.54%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PM right now

OFSSI
No analyst data
PM
Analyst Ratings
17
Buy
7
Hold
1
Sell
Consensus: Buy
Price Target
$194.30
+17.9% 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)

OFSSI buys
0
PM buys
5
PoliticianChamberTickerTypeAmountDate
Julia Letlow🏢 House$PM▼ Sell$1,001 - $15,0002026-02-05
Julie Johnson🏢 House$PM▼ Sell$1,001 - $15,0002025-12-18
Julie Johnson🏢 House$PM▼ Sell$1,001 - $15,0002025-11-13
Ro Khanna🏢 House$PM▼ Sell$1,001 - $15,0002025-10-30
Ro Khanna🏢 House$PM▼ Sell$1,001 - $15,0002025-10-30
Ro Khanna🏢 House$PM▲ Buy$1,001 - $15,0002025-09-29
Ro Khanna🏢 House$PM▲ Buy$15,001 - $50,0002025-09-05
Ro Khanna🏢 House$PM▲ Buy$15,001 - $50,0002025-08-26
Julie Johnson🏢 House$PM▼ Sell$1,001 - $15,0002025-08-14
Julie Johnson🏢 House$PM▼ Sell$1,001 - $15,0002025-07-22
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOFSSIPM
Forward yield7.97%3.49%
Annual dividend / share$2.00$5.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%17.2%
Portfolio after 10y$21.1K$49.6K
Annual income after 10y$0.83$2,502.61
Total dividends collected$816.00$11.8K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearOFSSI PortfolioOFSSI Income/yrPM PortfolioPM Income/yrGap
1← crossover$11,099$398.57$11,650$409.56$551.00PM
2$12,082$206.71$13,592$497.49$1.5KPM
3$13,033$105.15$15,882$605.21$2.8KPM
4$13,998$53.00$18,589$737.41$4.6KPM
5$15,005$26.60$21,794$899.94$6.8KPM
6$16,069$13.32$25,597$1,100.16$9.5KPM
7$17,200$6.67$30,118$1,347.30$12.9KPM
8$18,407$3.34$35,505$1,652.97$17.1KPM
9$19,698$1.67$41,940$2,031.88$22.2KPM
10$21,077$0.83$49,643$2,502.61$28.6KPM

OFSSI vs PM: Complete Analysis 2026

OFSSIStock

OFS Capital Corporation is a business development company specializing in direct and fund investments as well as add-on acquisitions. It provides flexible capital solutions primarily through debt capital and to a lesser extent, minority equity investments serving the needs of U.S.-based middle-market companies across a broad array of industries. It does not invest in operational turnarounds or start-up businesses. For direct, it specializes in debt and structured equity investments, recapitalizations and refinancing, management and leveraged buyouts, acquisition financings, shareholder liquidity events, growth capital, independent sponsor transactions, ESOPs, and minority investments in the lower middle market companies. It invests in the aerospace and defense, business services, consumer products and services, food and beverage, health care services, specialty chemicals, transportation and logistics, value added distribution, franchising, and industrial and niche manufacturing sectors. The firm invests in companies based in United States. It seeks to invest between $5 million and $35 million, revenues between $10 million and $200 million, annual EBITDA more than $5 million, and Enterprise value between $10 million and $500 million. The firm seeks to invest in companies with debt investment values between $5 million and $25 million. The fund uses senior secured, unitranche loans, first-lien, second-lien, subordinated/ mezzanine loans, warrants, and preferred equity securities and common equity securities. It prefers to take a minority as well as majority stake in the investments made. It also co-invests with its partners for additional capital.

Full OFSSI 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 →
📬

Get this OFSSI vs PM comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

OFSSI vs SCHDOFSSI vs JEPIOFSSI vs OOFSSI vs KOOFSSI vs MAINOFSSI vs MOOFSSI vs BTIOFSSI vs PEP

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