HomeComparePKSAX vs MRK

PKSAX vs MRK: Dividend Comparison 2026

PKSAX yields 15.50% · MRK yields 2.76%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MRK wins by $1.6K in total portfolio value· pulled ahead in Year 10
10 years
PKSAX
PKSAX
● Live price
15.50%
Share price
$44.47
Annual div
$6.89
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$55.2K
Annual income
$4,031.18
Full PKSAX calculator →
MRK
Merck & Co. Inc.
● Live price
2.76%
Share price
$120.31
Annual div
$3.32
5Y div CAGR
32.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$56.8K
Annual income
$9,798.13
Full MRK calculator →

Portfolio growth — PKSAX vs MRK

📍 MRK pulled ahead of the other in Year 10

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 PeriodPKSAXMRK
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, PKSAX + MRK cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PKSAX
Annual income on $10K today (after 15% tax)
$1,317.55/yr
After 10yr DRIP, annual income (after tax)
$3,426.50/yr
MRK
Annual income on $10K today (after 15% tax)
$234.56/yr
After 10yr DRIP, annual income (after tax)
$8,328.41/yr
At 15% tax rate, MRK beats the other by $4,901.91/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of PKSAX + MRK for your $10,000?

PKSAX: 50%MRK: 50%
100% MRK50/50100% PKSAX
Portfolio after 10yr
$56.0K
Annual income
$6,914.66/yr
Blended yield
12.35%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MRK right now

PKSAX
No analyst data
MRK
Analyst Ratings
25
Buy
11
Hold
1
Sell
Consensus: Buy
Price Target
$128.54
+6.8% upside vs current
Range: $100.00 — $150.00
Altman Z
4.0
Piotroski
6/9
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)

PKSAX buys
0
MRK buys
0
No recent congressional trades found for PKSAX or MRK in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPKSAXMRK
Forward yield15.50%2.76%
Annual dividend / share$6.89$3.32
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%32.7%
Portfolio after 10y$55.2K$56.8K
Annual income after 10y$4,031.18$9,798.13
Total dividends collected$27.2K$28.9K
Payment frequencyquarterlyquarterly
SectorStockHealthcare

Year-by-year: PKSAX vs MRK ($10,000, DRIP)

YearPKSAX PortfolioPKSAX Income/yrMRK PortfolioMRK Income/yrGap
1$12,250$1,550.06$11,206$366.19+$1.0KPKSAX
2$14,882$1,774.61$12,650$502.35+$2.2KPKSAX
3$17,939$2,014.87$14,407$694.19+$3.5KPKSAX
4$21,464$2,269.82$16,585$967.82+$4.9KPKSAX
5$25,505$2,538.23$19,342$1,363.89+$6.2KPKSAX
6$30,109$2,818.75$22,913$1,947.19+$7.2KPKSAX
7$35,327$3,109.89$27,662$2,823.89+$7.7KPKSAX
8$41,210$3,410.09$34,159$4,173.35+$7.1KPKSAX
9$47,812$3,717.73$43,337$6,308.80+$4.5KPKSAX
10← crossover$55,190$4,031.18$56,776$9,798.13$1.6KMRK

PKSAX vs MRK: Complete Analysis 2026

PKSAXStock

Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.

Full PKSAX Calculator →

MRKHealthcare

Merck & Co., Inc. operates as a healthcare company worldwide. It operates through two segments, Pharmaceutical and Animal Health. The Pharmaceutical segment offers human health pharmaceutical products in the areas of oncology, hospital acute care, immunology, neuroscience, virology, cardiovascular, and diabetes, as well as vaccine products, such as preventive pediatric, adolescent, and adult vaccines. The Animal Health segment discovers, develops, manufactures, and markets veterinary pharmaceuticals, vaccines, and health management solutions and services, as well as digitally connected identification, traceability, and monitoring products. It serves drug wholesalers and retailers, hospitals, and government agencies; managed health care providers, such as health maintenance organizations, pharmacy benefit managers, and other institutions; and physicians and physician distributors, veterinarians, and animal producers. The company has collaborations with AstraZeneca PLC; Bayer AG; Eisai Co., Ltd.; Ridgeback Biotherapeutics; and Gilead Sciences, Inc. to jointly develop and commercialize long-acting treatments in HIV. Merck & Co., Inc. was founded in 1891 and is headquartered in Kenilworth, New Jersey.

Full MRK Calculator →
📬

Get this PKSAX vs MRK comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

PKSAX vs SCHDPKSAX vs JEPIPKSAX vs OPKSAX vs KOPKSAX vs MAINPKSAX vs JNJPKSAX vs ABBVPKSAX vs PFE

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