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PTTRX vs MO: Dividend Comparison 2026

PTTRX yields 4.54% · MO yields 9.11%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MO wins by $751.00 in total portfolio value· pulled ahead in Year 10
10 years
PTTRX
PTTRX
● Live price
4.54%
Share price
$8.71
Annual div
$0.40
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.9K
Annual income
$607.71
Full PTTRX 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 — PTTRX vs MO

📍 MO pulled ahead of the other in Year 10

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 PeriodPTTRXMO
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, PTTRX + MO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PTTRX
Annual income on $10K today (after 15% tax)
$386.11/yr
After 10yr DRIP, annual income (after tax)
$516.55/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 $2,928.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTTRX: 50%MO: 50%
100% MO50/50100% PTTRX
Portfolio after 10yr
$27.3K
Annual income
$2,330.21/yr
Blended yield
8.54%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MO right now

PTTRX
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)

PTTRX buys
0
MO buys
0
No recent congressional trades found for PTTRX or MO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTTRXMO
Forward yield4.54%9.11%
Annual dividend / share$0.40$4.08
Payout ratio50%78%
1-year div growth0%4.1%
5-year div CAGR0%4.3%
Portfolio after 10y$26.9K$27.7K
Annual income after 10y$607.71$4,052.72
Total dividends collected$5.3K$20.9K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearPTTRX PortfolioPTTRX Income/yrMO PortfolioMO Income/yrGap
1$11,154$454.25$10,740$949.88+$414.00PTTRX
2$12,409$473.53$11,601$1,086.84+$808.00PTTRX
3$13,769$492.32$12,608$1,250.75+$1.2KPTTRX
4$15,244$510.58$13,792$1,448.20+$1.5KPTTRX
5$16,839$528.27$15,190$1,687.69+$1.6KPTTRX
6$18,563$545.38$16,851$1,980.28+$1.7KPTTRX
7$20,425$561.89$18,838$2,340.48+$1.6KPTTRX
8$22,432$577.78$21,230$2,787.44+$1.2KPTTRX
9$24,596$593.06$24,130$3,346.72+$466.00PTTRX
10← crossover$26,925$607.71$27,676$4,052.72$751.00MO

PTTRX vs MO: Complete Analysis 2026

PTTRXStock

The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. The fund invests at least 65% of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. It invests primarily in investment-grade debt securities, but may invest up to 20% of its total assets in high yield securities. It may invest up to 30% of its total assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.

Full PTTRX 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.