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PLFDX vs MO: Dividend Comparison 2026

PLFDX yields 7.12% · MO yields 9.11%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PLFDX wins by $4.3K in total portfolio value
10 years
PLFDX
PLFDX
● Live price
7.12%
Share price
$9.22
Annual div
$0.66
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.0K
Annual income
$1,118.10
Full PLFDX 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 — PLFDX vs MO

📍 PLFDX 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 PeriodPLFDXMO
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, PLFDX + MO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PLFDX
Annual income on $10K today (after 15% tax)
$604.91/yr
After 10yr DRIP, annual income (after tax)
$950.38/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 $2,494.43/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PLFDX: 50%MO: 50%
100% MO50/50100% PLFDX
Portfolio after 10yr
$29.9K
Annual income
$2,585.41/yr
Blended yield
8.66%
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Analyst Conviction Gap

Where Wall Street is most bullish on MO right now

PLFDX
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)

PLFDX buys
0
MO buys
0
No recent congressional trades found for PLFDX or MO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPLFDXMO
Forward yield7.12%9.11%
Annual dividend / share$0.66$4.08
Payout ratio50%78%
1-year div growth0%4.1%
5-year div CAGR0%4.3%
Portfolio after 10y$32.0K$27.7K
Annual income after 10y$1,118.10$4,052.72
Total dividends collected$9.2K$20.9K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearPLFDX PortfolioPLFDX Income/yrMO PortfolioMO Income/yrGap
1← crossover$11,412$711.66$10,740$949.88+$672.00PLFDX
2$12,969$758.99$11,601$1,086.84+$1.4KPLFDX
3$14,684$806.17$12,608$1,250.75+$2.1KPLFDX
4$16,564$853.00$13,792$1,448.20+$2.8KPLFDX
5$18,623$899.31$15,190$1,687.69+$3.4KPLFDX
6$20,872$944.95$16,851$1,980.28+$4.0KPLFDX
7$23,323$989.76$18,838$2,340.48+$4.5KPLFDX
8$25,989$1,033.62$21,230$2,787.44+$4.8KPLFDX
9$28,884$1,076.43$24,130$3,346.72+$4.8KPLFDX
10$32,024$1,118.10$27,676$4,052.72+$4.3KPLFDX

PLFDX vs MO: Complete Analysis 2026

PLFDXStock

The fund invests principally in income producing floating rate loans and floating rate debt securities. Under normal circumstances, it invests at least 80% of its assets in floating rate loans and floating rate debt securities. The fund may invest up to 25% of its assets in U.S. dollar denominated foreign investments, principally in developed markets. It may invest up to 20% of its assets in other types of debt instruments or securities including non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments.

Full PLFDX 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.