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PGWAX vs MO: Dividend Comparison 2026

PGWAX yields 5.29% · MO yields 9.11%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PGWAX wins by $650.00 in total portfolio value
10 years
PGWAX
PGWAX
● Live price
5.29%
Share price
$88.87
Annual div
$4.70
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.3K
Annual income
$741.83
Full PGWAX calculator →
MO
Altria Group Inc.
● Live price
9.11%
Share price
$44.80
Annual div
$4.08
5Y div CAGR
4.3%
Payout ratio
78%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.7K
Annual income
$4,052.72
Full MO calculator →

Portfolio growth — PGWAX vs MO

📍 PGWAX 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 PeriodPGWAXMO
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, PGWAX + MO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PGWAX
Annual income on $10K today (after 15% tax)
$449.68/yr
After 10yr DRIP, annual income (after tax)
$630.56/yr
MO
Annual income on $10K today (after 15% tax)
$774.11/yr
After 10yr DRIP, annual income (after tax)
$3,444.81/yr
At 15% tax rate, MO beats the other by $2,814.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of PGWAX + MO for your $10,000?

PGWAX: 50%MO: 50%
100% MO50/50100% PGWAX
Portfolio after 10yr
$28.0K
Annual income
$2,397.27/yr
Blended yield
8.56%
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Analyst Conviction Gap

Where Wall Street is most bullish on MO right now

PGWAX
No analyst data
MO
Analyst Ratings
16
Buy
9
Hold
1
Sell
Consensus: Buy
Price Target
$61.25
+36.7% upside vs current
Range: $47.00 — $68.00
Altman Z
3.2
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)

PGWAX buys
0
MO buys
0
No recent congressional trades found for PGWAX or MO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPGWAXMO
Forward yield5.29%9.11%
Annual dividend / share$4.70$4.08
Payout ratio50%78%
1-year div growth0%4.1%
5-year div CAGR0%4.3%
Portfolio after 10y$28.3K$27.7K
Annual income after 10y$741.83$4,052.72
Total dividends collected$6.4K$20.9K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: PGWAX vs MO ($10,000, DRIP)

YearPGWAX PortfolioPGWAX Income/yrMO PortfolioMO Income/yrGap
1← crossover$11,229$529.04$10,740$949.88+$489.00PGWAX
2$12,570$555.19$11,601$1,086.84+$969.00PGWAX
3$14,031$580.85$12,608$1,250.75+$1.4KPGWAX
4$15,619$605.93$13,792$1,448.20+$1.8KPGWAX
5$17,343$630.39$15,190$1,687.69+$2.2KPGWAX
6$19,211$654.17$16,851$1,980.28+$2.4KPGWAX
7$21,233$677.23$18,838$2,340.48+$2.4KPGWAX
8$23,419$699.54$21,230$2,787.44+$2.2KPGWAX
9$25,779$721.08$24,130$3,346.72+$1.6KPGWAX
10$28,326$741.83$27,676$4,052.72+$650.00PGWAX

PGWAX vs MO: Complete Analysis 2026

PGWAXStock

The fund seeks to achieve its investment objective by normally investing primarily in equity securities of U.S. companies with market capitalizations of at least $1 billion. It may also invest up to 20% of its assets in non-U.S. securities (but no more than 10% in any one non-U.S. country or 10% in emerging market securities). The fund is non-diversified.

Full PGWAX Calculator →

MOConsumer Staples

Altria is a Dividend King with 54+ consecutive years of dividend increases — one of the longest streaks in American corporate history. While cigarette volumes decline, pricing power and new product categories (oral nicotine pouches via NJOY) support cash flows. The near-9% yield is among the highest in the S&P 500.

Full MO 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.