HomeComparePTRMX vs MO

PTRMX vs MO: Dividend Comparison 2026

PTRMX yields 3.70% · MO yields 6.27%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MO wins by $52.3K in total portfolio value· pulled ahead in Year 5
10 years
PTRMX
PTRMX
● Live price
3.70%
Share price
$22.57
Annual div
$0.83
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.4K
Annual income
$468.67
Full PTRMX calculator →
MO
Altria Group Inc.
● Live price
6.27%
Share price
$67.02
Annual div
$4.20
5Y div CAGR
22.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$77.7K
Annual income
$28,968.54
Full MO calculator →

Portfolio growth — PTRMX vs MO

📍 MO pulled ahead of the other in Year 5

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 PeriodPTRMXMO
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, PTRMX + MO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PTRMX
Annual income on $10K today (after 15% tax)
$314.14/yr
After 10yr DRIP, annual income (after tax)
$398.37/yr
MO
Annual income on $10K today (after 15% tax)
$532.68/yr
After 10yr DRIP, annual income (after tax)
$24,623.26/yr
At 15% tax rate, MO beats the other by $24,224.89/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTRMX: 50%MO: 50%
100% MO50/50100% PTRMX
Portfolio after 10yr
$51.6K
Annual income
$14,718.60/yr
Blended yield
28.55%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MO right now

PTRMX
No analyst data
MO
Analyst Ratings
16
Buy
9
Hold
1
Sell
Consensus: Buy
Price Target
$61.25
-8.6% 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)

PTRMX buys
0
MO buys
11
PoliticianChamberTickerTypeAmountDate
Ro Khanna🏢 House$MO▲ Buy$1,000 - $15,0002025-08-04
Sheri Biggs🏢 House$MO▼ Sell$1,001 - $15,0002025-03-19
Pete Sessions🏢 House$MO▼ Sell$1,001 - $15,0002024-09-10
Ro Khanna🏢 House$MO▲ Buy$1,001 - $15,0002024-03-20
Ro Khanna🏢 House$MO▲ Buy$1,001 - $15,0002024-02-13
Virginia Foxx🏢 House$MO▼ Sell$1,001 - $15,0002024-01-16
Virginia Foxx🏢 House$MO▲ Buy$1,001 - $15,0002024-01-11
Ro Khanna🏢 House$MO▼ Sell$1,001 - $15,0002024-01-10
Ro Khanna🏢 House$MO▲ Buy$1,001 - $15,0002024-01-10
Virginia Foxx🏢 House$MO▼ Sell$15,001 - $50,0002024-01-10
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTRMXMO
Forward yield3.70%6.27%
Annual dividend / share$0.83$4.20
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%22.6%
Portfolio after 10y$25.4K$77.7K
Annual income after 10y$468.67$28,968.54
Total dividends collected$4.2K$72.0K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearPTRMX PortfolioPTRMX Income/yrMO PortfolioMO Income/yrGap
1$11,070$369.58$10,558$768.31+$512.00PTRMX
2$12,227$382.34$11,352$1,015.87+$875.00PTRMX
3$13,477$394.69$12,482$1,367.86+$995.00PTRMX
4$14,827$406.59$14,103$1,883.39+$724.00PTRMX
5← crossover$16,283$418.06$16,472$2,664.91$189.00MO
6$17,852$429.07$20,024$3,897.79$2.2KMO
7$19,542$439.64$25,537$5,933.74$6.0KMO
8$21,359$449.76$34,478$9,476.77$13.1KMO
9$23,314$459.43$49,776$16,022.63$26.5KMO
10$25,414$468.67$77,699$28,968.54$52.3KMO

PTRMX vs MO: Complete Analysis 2026

PTRMXStock

The investment seeks a high level of current interest income that is substantially exempt from regular federal income taxes and is consistent with preservation of capital. The fund invests at least 80% of its net assets in investment-grade quality municipal securities that pay interest that is exempt from regular federal income tax. It may invest up to 20% of its net assets in below investment-grade municipal securities as well as up to 20% of its net assets in securities that produce income subject to federal income tax. The fund may invest up to 20% of its net assets in other investment companies, including closed-end funds and ETFs.

Full PTRMX Calculator →

MOConsumer Staples

Altria Group, Inc., through its subsidiaries, manufactures and sells smokeable and oral tobacco products in the United States. The company provides cigarettes primarily under the Marlboro brand; cigars and pipe tobacco principally under the Black & Mild brand; and moist smokeless tobacco products under the Copenhagen, Skoal, Red Seal, and Husky brands, as well as provides on! oral nicotine pouches. It sells its tobacco products primarily to wholesalers, including distributors; and large retail organizations, such as chain stores. Altria Group, Inc. was founded in 1822 and is headquartered in Richmond, Virginia.

Full MO Calculator →
📬

Get this PTRMX vs MO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

PTRMX vs SCHDPTRMX vs JEPIPTRMX vs OPTRMX vs KOPTRMX vs MAINPTRMX vs PMPTRMX vs BTIPTRMX vs PG

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