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PLHHX vs EQR: Dividend Comparison 2026

PLHHX yields 3.95% · EQR yields 5.87%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EQR wins by $21.9K in total portfolio value
10 years
PLHHX
PLHHX
● Live price
3.95%
Share price
$17.53
Annual div
$0.69
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.9K
Annual income
$508.73
Full PLHHX calculator →
EQR
EQR
● Live price
5.87%
Share price
$59.15
Annual div
$3.47
5Y div CAGR
15.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.8K
Annual income
$5,475.61
Full EQR calculator →

Portfolio growth — PLHHX vs EQR

📍 EQR 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 PeriodPLHHXEQR
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, PLHHX + EQR cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PLHHX
Annual income on $10K today (after 15% tax)
$335.59/yr
After 10yr DRIP, annual income (after tax)
$432.42/yr
EQR
Annual income on $10K today (after 15% tax)
$499.01/yr
After 10yr DRIP, annual income (after tax)
$4,654.27/yr
At 15% tax rate, EQR beats the other by $4,221.85/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of PLHHX + EQR for your $10,000?

PLHHX: 50%EQR: 50%
100% EQR50/50100% PLHHX
Portfolio after 10yr
$36.8K
Annual income
$2,992.16/yr
Blended yield
8.13%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EQR right now

PLHHX
No analyst data
EQR
Analyst Ratings
16
Buy
28
Hold
2
Sell
Consensus: Hold
Price Target
$70.35
+18.9% upside vs current
Range: $63.00 — $78.50
Altman Z
1.8
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)

PLHHX buys
0
EQR buys
0
No recent congressional trades found for PLHHX or EQR in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPLHHXEQR
Forward yield3.95%5.87%
Annual dividend / share$0.69$3.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.8%
Portfolio after 10y$25.9K$47.8K
Annual income after 10y$508.73$5,475.61
Total dividends collected$4.5K$23.0K
Payment frequencyquarterlyquarterly
SectorStockREIT

Year-by-year: PLHHX vs EQR ($10,000, DRIP)

YearPLHHX PortfolioPLHHX Income/yrEQR PortfolioEQR Income/yrGap
1← crossover$11,095$394.81$11,380$679.82$285.00EQR
2$12,281$409.38$13,014$837.25$733.00EQR
3$13,564$423.49$14,961$1,036.20$1.4KEQR
4$14,951$437.14$17,297$1,289.22$2.3KEQR
5$16,447$450.31$20,121$1,613.15$3.7KEQR
6$18,062$462.98$23,561$2,030.84$5.5KEQR
7$19,801$475.16$27,783$2,573.54$8.0KEQR
8$21,674$486.85$33,013$3,284.39$11.3KEQR
9$23,689$498.03$39,547$4,223.51$15.9KEQR
10$25,856$508.73$47,791$5,475.61$21.9KEQR

PLHHX vs EQR: Complete Analysis 2026

PLHHXStock

The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2065. It is a fund of funds that invests in underlying funds of Principal Funds, Inc. ("PFI"), with a majority of the fund's assets invested in index funds. Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.

Full PLHHX Calculator →

EQRREIT

Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.

Full EQR 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.