HomeCompareOWMBX vs O

OWMBX vs O: Dividend Comparison 2026

OWMBX yields 2.64% · O yields 5.28%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 O wins by $10.6K in total portfolio value· pulled ahead in Year 4
10 years
OWMBX
OWMBX
● Live price
2.64%
Share price
$11.43
Annual div
$0.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.6K
Annual income
$313.35
Full OWMBX calculator →
O
Realty Income Corporation
● Live price
5.28%
Share price
$61.15
Annual div
$3.23
5Y div CAGR
15.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.2K
Annual income
$5,102.74
Full O calculator →

Portfolio growth — OWMBX vs O

📍 O 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 PeriodOWMBXO
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, OWMBX + O cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

OWMBX
Annual income on $10K today (after 15% tax)
$224.60/yr
After 10yr DRIP, annual income (after tax)
$266.35/yr
O
Annual income on $10K today (after 15% tax)
$449.12/yr
After 10yr DRIP, annual income (after tax)
$4,337.33/yr
At 15% tax rate, O beats the other by $4,070.98/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of OWMBX + O for your $10,000?

OWMBX: 50%O: 50%
100% O50/50100% OWMBX
Portfolio after 10yr
$28.9K
Annual income
$2,708.04/yr
Blended yield
9.36%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on O right now

OWMBX
No analyst data
O
Analyst Ratings
13
Buy
18
Hold
3
Sell
Consensus: Hold
Price Target
$64.00
+4.7% upside vs current
Range: $60.00 — $69.00
Altman Z
1.0
Piotroski
5/9
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)

OWMBX buys
1
O buys
0
PoliticianChamberTickerTypeAmountDate
Kurt Schrader🏢 House$OWMBX▼ Sell$15,001 - $50,0002022-10-11
Kurt Schrader🏢 House$OWMBX▼ Sell$15,001 - $50,0002022-06-14
Kurt Schrader🏢 House$OWMBX▲ Buy$1,001 - $15,0002021-12-14
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOWMBXO
Forward yield2.64%5.28%
Annual dividend / share$0.30$3.23
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.1%
Portfolio after 10y$23.6K$34.2K
Annual income after 10y$313.35$5,102.74
Total dividends collected$2.9K$20.7K
Payment frequencyquarterlymonthly
SectorStockREIT

Year-by-year: OWMBX vs O ($10,000, DRIP)

YearOWMBX PortfolioOWMBX Income/yrO PortfolioO Income/yrGap
1$10,964$264.23$10,818$608.16+$146.00OWMBX
2$12,002$270.76$11,787$741.68+$215.00OWMBX
3$13,120$277.01$12,946$911.00+$174.00OWMBX
4← crossover$14,321$282.98$14,345$1,127.94$24.00O
5$15,612$288.69$16,056$1,409.05$444.00O
6$16,999$294.13$18,171$1,777.83$1.2KO
7$18,488$299.31$20,820$2,268.21$2.3KO
8$20,087$304.23$24,188$2,929.90$4.1KO
9$21,802$308.91$28,533$3,837.11$6.7KO
10$23,641$313.35$34,235$5,102.74$10.6KO

OWMBX vs O: Complete Analysis 2026

OWMBXStock

The fund invests at least 80% of its net assets plus investment borrowings in investments the income from which is exempt from federal income tax, but not necessarily the federal alternative minimum tax. The fund invests, as a non-fundamental policy, at least 80% of its net assets, plus borrowings for investment purposes, in municipal bonds.

Full OWMBX Calculator →

OREIT

Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date, the company has declared 608 consecutive common stock monthly dividends throughout its 52-year operating history and increased the dividend 109 times since Realty Income's public listing in 1994 (NYSE: O). The company is a member of the S&P 500 Dividend Aristocrats index. Additional information about the company can be obtained from the corporate website at www.realtyincome.com.

Full O 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.