HomeCompareSMCWX vs O

SMCWX vs O: Dividend Comparison 2026

SMCWX yields 4.90% · O yields 5.28%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 O wins by $6.6K in total portfolio value· pulled ahead in Year 7
10 years
SMCWX
SMCWX
● Live price
4.90%
Share price
$72.52
Annual div
$3.55
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.6K
Annual income
$669.75
Full SMCWX calculator →
O
Realty Income Corporation
● Live price
5.28%
Share price
$61.18
Annual div
$3.23
5Y div CAGR
15.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.2K
Annual income
$5,098.20
Full O calculator →

Portfolio growth — SMCWX vs O

📍 O pulled ahead of the other in Year 7

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 PeriodSMCWXO
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, SMCWX + O cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SMCWX
Annual income on $10K today (after 15% tax)
$416.16/yr
After 10yr DRIP, annual income (after tax)
$569.29/yr
O
Annual income on $10K today (after 15% tax)
$448.90/yr
After 10yr DRIP, annual income (after tax)
$4,333.47/yr
At 15% tax rate, O beats the other by $3,764.18/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SMCWX + O for your $10,000?

SMCWX: 50%O: 50%
100% O50/50100% SMCWX
Portfolio after 10yr
$30.9K
Annual income
$2,883.97/yr
Blended yield
9.33%
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Analyst Conviction Gap

Where Wall Street is most bullish on O right now

SMCWX
No analyst data
O
Analyst Ratings
13
Buy
18
Hold
3
Sell
Consensus: Hold
Price Target
$64.00
+4.6% upside vs current
Range: $60.00 — $69.00
Altman Z
1.0
Piotroski
5/9
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)

SMCWX buys
0
O buys
0
PoliticianChamberTickerTypeAmountDate
John Rose🏢 House$SMCWX▼ Sell$500,001 - $1,000,0002025-06-03
John Rose🏢 House$SMCWX▼ Sell$500,001 - $1,000,0002025-06-03
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMCWXO
Forward yield4.90%5.28%
Annual dividend / share$3.55$3.23
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.1%
Portfolio after 10y$27.6K$34.2K
Annual income after 10y$669.75$5,098.20
Total dividends collected$5.8K$20.7K
Payment frequencyquarterlymonthly
SectorStockREIT

Year-by-year: SMCWX vs O ($10,000, DRIP)

YearSMCWX PortfolioSMCWX Income/yrO PortfolioO Income/yrGap
1$11,190$489.60$10,818$607.86+$372.00SMCWX
2$12,485$512.01$11,786$741.30+$699.00SMCWX
3$13,893$533.90$12,944$910.50+$949.00SMCWX
4$15,420$555.24$14,343$1,127.28+$1.1KSMCWX
5$17,076$575.98$16,053$1,408.17+$1.0KSMCWX
6$18,867$596.08$18,167$1,776.65+$700.00SMCWX
7← crossover$20,803$615.53$20,815$2,266.60$12.00O
8$22,894$634.30$24,179$2,927.66$1.3KO
9$25,149$652.37$28,521$3,833.95$3.4KO
10$27,579$669.75$34,218$5,098.20$6.6KO

SMCWX vs O: Complete Analysis 2026

SMCWXStock

Normally the fund invests at least 80% of its net assets in common stocks and other equity-type securities (such as preferred stocks, convertible preferred stocks and convertible bonds) of companies with small market capitalizations, including growth-oriented stocks. Under normal circumstances, the fund will invest a significant portion of its assets outside the United States, including in emerging markets.

Full SMCWX Calculator →

OREIT

Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date, the company has declared 608 consecutive common stock monthly dividends throughout its 52-year operating history and increased the dividend 109 times since Realty Income's public listing in 1994 (NYSE: O). The company is a member of the S&P 500 Dividend Aristocrats index. Additional information about the company can be obtained from the corporate website at www.realtyincome.com.

Full O 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.