Is SMRSX or O a better dividend investment in 2026?

SMRSX currently yields 3.91% with a 5% 5-year dividend growth rate. O yields 5.28% with 3.2% growth. The better choice depends on your goal: O offers higher current income.

What is the dividend yield difference between SMRSX and O?

SMRSX has a forward dividend yield of 3.91% ($0.40/share annually). O yields 5.28% ($3.23/share annually). The yield gap is 1.37 percentage points.

Home › Compare › SMRSX vs O

SMRSX vs O: Dividend Comparison 2026

SMRSX yields 3.91% · O yields 5.28%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 SMRSX wins by $1610.77M in total portfolio value

INVESTMENT

TIME HORIZON10 years

SMRSX

● Live price

3.91%

Share price

$10.24

Annual div

$0.40

5Y div CAGR

100%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$1610.81M

Annual income

$1,535,447,371.50

Full SMRSX calculator →

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 — SMRSX vs O

📍 SMRSX pulled ahead of the other in Year 1

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 Period	SMRSX	O
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, SMRSX + O cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SMRSX pays

O pays

Both pay

Neither

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Tax Bracket Optimizer

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

SMRSX

Annual income on $10K today (after 15% tax)

$332.70/yr

After 10yr DRIP, annual income (after tax)

$1,305,130,265.77/yr

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, SMRSX beats the other by $1,305,125,932.30/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

SMRSX: 50%O: 50%

100% O50/50100% SMRSX

Portfolio after 10yr

$805.42M

Annual income

$767,726,234.85/yr

Blended yield

95.32%

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Analyst Conviction Gap

Where Wall Street is most bullish on O right now

SMRSX

No analyst data

Altman Z

7.1

Piotroski

6/9

Analyst Ratings

Buy

Hold

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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMRSX buys

O buys

No recent congressional trades found for SMRSX or O in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricSMRSXO

Forward yield	3.91%	5.28% ✓
Annual dividend / share	$0.40	$3.23 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	100% ✓	15.1%
Portfolio after 10y	$1610.81M ✓	$34.2K
Annual income after 10y	$1,535,447,371.50 ✓	$5,098.20
Total dividends collected	$1605.41M ✓	$20.7K
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	SMRSX Portfolio	SMRSX Income/yr	O Portfolio	O Income/yr	Gap
1← crossover	$11,483	$782.81	$10,818	$607.86	+$665.00 → SMRSX
2	$13,967	$1,680.17	$11,786	$741.30	+$2.2K → SMRSX
3	$18,764	$3,819.85	$12,944	$910.50	+$5.8K → SMRSX
4	$29,670	$9,592.43	$14,343	$1,127.28	+$15.3K → SMRSX
5	$60,098	$28,350.69	$16,053	$1,408.17	+$44.0K → SMRSX
6	$171,641	$107,336.57	$18,167	$1,776.65	+$153.5K → SMRSX
7	$756,659	$573,002.79	$20,815	$2,266.60	+$735.8K → SMRSX
8	$5,531,141	$4,721,515.69	$24,179	$2,927.66	+$5.51M → SMRSX
9	$70,430,573	$64,512,252.39	$28,521	$3,833.95	+$70.40M → SMRSX
10	$1,610,808,085	$1,535,447,371.50	$34,218	$5,098.20	+$1610.77M → SMRSX

SMRSX vs O: Complete Analysis 2026

SMRSX — Stock

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in short- and intermediate-term fixed-income securities including government securities, corporate bonds or notes and agency securities. It may also invest in asset-backed securities, money market instruments, commercial loans, and foreign debt securities.

Full SMRSX Calculator →

O — REIT

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.