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PRFZ vs KO: Dividend Comparison 2026

PRFZ yields 0.96% · KO yields 2.70%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 KO wins by $13.0K in total portfolio value
10 years
PRFZ
PRFZ
● Live price
0.96%
Share price
$45.23
Annual div
$0.44
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.0K
Annual income
$102.70
Full PRFZ calculator →
KO
The Coca-Cola Company
● Live price
2.70%
Share price
$76.27
Annual div
$2.06
5Y div CAGR
24.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.1K
Annual income
$4,303.79
Full KO calculator →

Portfolio growth — PRFZ vs KO

📍 KO pulled ahead of the other in Year 1

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 PeriodPRFZKO
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, PRFZ + KO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PRFZ
Annual income on $10K today (after 15% tax)
$82.00/yr
After 10yr DRIP, annual income (after tax)
$87.30/yr
KO
Annual income on $10K today (after 15% tax)
$229.58/yr
After 10yr DRIP, annual income (after tax)
$3,658.22/yr
At 15% tax rate, KO beats the other by $3,570.93/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of PRFZ + KO for your $10,000?

PRFZ: 50%KO: 50%
100% KO50/50100% PRFZ
Portfolio after 10yr
$27.6K
Annual income
$2,203.24/yr
Blended yield
8.00%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on KO right now

PRFZ
No analyst data
KO
Analyst Ratings
29
Buy
16
Hold
3
Sell
Consensus: Buy
Price Target
$84.88
+11.3% upside vs current
Range: $81.00 — $88.00
Altman Z
5.0
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)

PRFZ buys
0
KO buys
0
No recent congressional trades found for PRFZ or KO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPRFZKO
Forward yield0.96%2.70%
Annual dividend / share$0.44$2.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%24.3%
Portfolio after 10y$21.0K$34.1K
Annual income after 10y$102.70$4,303.79
Total dividends collected$998.00$15.5K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: PRFZ vs KO ($10,000, DRIP)

YearPRFZ PortfolioPRFZ Income/yrKO PortfolioKO Income/yrGap
1← crossover$10,796$96.46$10,846$335.73$50.00KO
2$11,650$97.33$11,829$430.64$179.00KO
3$12,563$98.15$12,988$555.50$425.00KO
4$13,542$98.93$14,372$721.34$830.00KO
5$14,589$99.66$16,049$944.01$1.5KKO
6$15,711$100.34$18,114$1,246.74$2.4KKO
7$16,911$100.99$20,702$1,664.24$3.8KKO
8$18,197$101.59$24,008$2,249.48$5.8KKO
9$19,573$102.16$28,317$3,085.19$8.7KKO
10$21,046$102.70$34,065$4,303.79$13.0KKO

PRFZ vs KO: Complete Analysis 2026

PRFZStock

The Invesco RAFI US 1500 Small-Mid ETF (Fund) is based on the RAFI Fundamental Select US 1500 Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to track the performance of small and medium-sized US companies. Companies in the Index are selected based on the following four fundamental measures of size: book value, cash flow, sales and dividends. Each of the equities with a fundamental size ranking of 1,001 to 2,500 in the universe of 3,000 is then selected and assigned a weight equal to its fundamental value. The Fund and the Index are reconstituted annually.Effective close of business March 21, 2025, FTSE RAFI US 1500 Mid Small Index ("Current Underlying Index") will change to the RAFI Fundamental Select US 1500 Index ("New Underlying Index"). The New Underlying Index will replace the Fund’s current underlying index. The Fund’s name will change to “Invesco RAFI US 1500 Small-Mid ETF”. As of 08/31/2025 the Fund had an overall rating of 4 stars out of 577 funds and was rated 4 stars out of 577 funds, 4 stars out of 556 funds and 4 stars out of 405 funds for the 3-, 5- and 10- year periods, respectively. Source: Morningstar Inc. Ratings are based on a risk-adjusted return measure that accounts for variation in a fund's monthly performance, placing more emphasis on downward variations and rewarding consistent performance. Open-end mutual funds and exchange-traded funds are considered a single population for comparison purposes. Ratings are calculated for funds with at least a three year history. The overall rating is derived from a weighted average of three-, five- and 10-year rating metrics, as applicable, excluding sales charges and including fees and expenses. ©2025 Morningstar Inc. All rights reserved. The information contained herein is proprietary to Morningstar and/or its content providers. It may not be copied or distributed and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance does not guarantee future results. The top 10% of funds in a category receive five stars, the next 22.5% four stars, the next 35% three stars, the next 22.5% two stars and the bottom 10% one star. Ratings are subject to change monthly. Had fees not been waived and/or expenses reimbursed currently or in the past, the Morningstar rating would have been lower. Ratings for other share classes may differ due to different performance characteristics.

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KOConsumer Staples

The Coca-Cola Company, a beverage company, manufactures, markets, and sells various nonalcoholic beverages worldwide. The company provides sparkling soft drinks, sparkling flavors; water, sports, coffee, and tea; juice, value-added dairy, and plant-based beverages; and other beverages. It also offers beverage concentrates and syrups, as well as fountain syrups to fountain retailers, such as restaurants and convenience stores. The company sells its products under the Coca-Cola, Diet Coke/Coca-Cola Light, Coca-Cola Zero Sugar, caffeine free Diet Coke, Cherry Coke, Fanta Orange, Fanta Zero Orange, Fanta Zero Sugar, Fanta Apple, Sprite, Sprite Zero Sugar, Simply Orange, Simply Apple, Simply Grapefruit, Fresca, Schweppes, Thums Up, Aquarius, Ayataka, BODYARMOR, Ciel, Costa, Dasani, dogadan, FUZE TEA, Georgia, glacéau smartwater, glacéau vitaminwater, Gold Peak, Ice Dew, I LOHAS, Powerade, Topo Chico, AdeS, Del Valle, fairlife, innocent, Minute Maid, and Minute Maid Pulpy brands. It operates through a network of independent bottling partners, distributors, wholesalers, and retailers, as well as through bottling and distribution operators. The company was founded in 1886 and is headquartered in Atlanta, Georgia.

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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.