HomeCompareSCHW vs PBFX

SCHW vs PBFX: Dividend Comparison 2026

SCHW yields 1.21% · PBFX yields 74.55%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SCHW wins by $14.5K in total portfolio value· pulled ahead in Year 9
10 years
SCHW
SCHW
● Live price
1.21%
Share price
$93.06
Annual div
$1.13
5Y div CAGR
46.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$50.0K
Annual income
$11,081.00
Full SCHW calculator →
PBFX
PBFX
● Live price
74.55%
Share price
$19.90
Annual div
$14.83
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.4K
Annual income
$13.11
Full PBFX calculator →

Portfolio growth — SCHW vs PBFX

📍 SCHW pulled ahead of the other in Year 9

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 PeriodSCHWPBFX
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, SCHW + PBFX cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SCHW
Annual income on $10K today (after 15% tax)
$103.21/yr
After 10yr DRIP, annual income (after tax)
$9,418.85/yr
PBFX
Annual income on $10K today (after 15% tax)
$6,336.56/yr
After 10yr DRIP, annual income (after tax)
$11.14/yr
At 15% tax rate, SCHW beats the other by $9,407.71/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SCHW + PBFX for your $10,000?

SCHW: 50%PBFX: 50%
100% PBFX50/50100% SCHW
Portfolio after 10yr
$42.7K
Annual income
$5,547.06/yr
Blended yield
12.99%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SCHW right now

SCHW
Analyst Ratings
29
Buy
18
Hold
3
Sell
Consensus: Buy
Price Target
$122.78
+31.9% upside vs current
Range: $105.00 — $148.00
Altman Z
0.9
Piotroski
9/9
PBFX
Analyst Ratings
3
Buy
4
Hold
Consensus: Hold
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)

SCHW buys
0
PBFX buys
0
No recent congressional trades found for SCHW or PBFX in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSCHWPBFX
Forward yield1.21%74.55%
Annual dividend / share$1.13$14.83
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR46.7%-50%
Portfolio after 10y$50.0K$35.4K
Annual income after 10y$11,081.00$13.11
Total dividends collected$27.1K$9.3K
Payment frequencyquarterlyquarterly
SectorFinancialsStock
Analyst consensusBuyHold

Year-by-year: SCHW vs PBFX ($10,000, DRIP)

YearSCHW PortfolioSCHW Income/yrPBFX PortfolioPBFX Income/yrGap
1$10,878$178.13$14,427$3,727.39$3.5KPBFX
2$11,905$265.67$17,950$2,512.92$6.0KPBFX
3$13,137$398.64$20,668$1,460.99$7.5KPBFX
4$14,660$603.10$22,901$786.06$8.2KPBFX
5$16,609$922.71$24,911$407.00$8.3KPBFX
6$19,205$1,433.24$26,861$206.88$7.7KPBFX
7$22,821$2,272.13$28,846$104.24$6.0KPBFX
8$28,120$3,701.76$30,917$52.31$2.8KPBFX
9← crossover$36,343$6,253.72$33,108$26.20+$3.2KSCHW
10$49,968$11,081.00$35,438$13.11+$14.5KSCHW

SCHW vs PBFX: Complete Analysis 2026

SCHWFinancials

The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

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PBFXStock

PBF Logistics LP owns, leases, acquires, develops, and operates crude oil and refined petroleum products terminals, pipelines, storage facilities, and other logistics assets in the United States. It operates in two segments, Transportation and Terminaling; and Storage. The company's assets include the DCR rail terminal, a double loop track with ancillary pumping and unloading equipment; the Toledo Truck Terminal, a crude truck unloading terminal; the DCR West Rack, a heavy crude oil rail unloading facility at the Delaware city refinery; and the Toledo storage facility, which includes a propane storage and loading facility. Its assets also comprise the DCR products pipeline, an interstate petroleum products pipeline; the DCR truck rack, a truck loading rack; the San Joaquin Valley pipeline system and Paulsboro natural gas pipeline; the Toledo rail products facility, a loading and unloading rail facility; the Chalmette truck rack, a truck loading rack facility; the Chalmette rosin yard, a rail yard facility; the Paulsboro lube oil terminal, a lube oil terminal facility; and the Delaware ethanol storage facility, an ethanol storage facility. In addition, the company is involved in receiving, handling, storing, and transferring crude oil, refined products, natural gas, and intermediates. PBF Logistics LP was founded in 2012 and is headquartered in Parsippany, New Jersey.

Full PBFX 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.