HomeCompareSRE vs PBFX

SRE vs PBFX: Dividend Comparison 2026

SRE yields 2.68% · PBFX yields 74.55%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PBFX wins by $8.6K in total portfolio value
10 years
SRE
SRE
● Live price
2.68%
Share price
$96.58
Annual div
$2.59
5Y div CAGR
10.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.8K
Annual income
$925.13
Full SRE 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 — SRE vs PBFX

📍 PBFX 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 PeriodSREPBFX
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, SRE + PBFX cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SRE
Annual income on $10K today (after 15% tax)
$228.17/yr
After 10yr DRIP, annual income (after tax)
$786.36/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, SRE beats the other by $775.22/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SRE: 50%PBFX: 50%
100% PBFX50/50100% SRE
Portfolio after 10yr
$31.1K
Annual income
$469.13/yr
Blended yield
1.51%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SRE right now

SRE
Analyst Ratings
1
Strong
19
Buy
5
Hold
Consensus: Buy
Price Target
$100.88
+4.5% upside vs current
Range: $89.00 — $112.00
Altman Z
1.1
Piotroski
7/9
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)

SRE buys
0
PBFX buys
0
No recent congressional trades found for SRE or PBFX in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSREPBFX
Forward yield2.68%74.55%
Annual dividend / share$2.59$14.83
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR10.1%-50%
Portfolio after 10y$26.8K$35.4K
Annual income after 10y$925.13$13.11
Total dividends collected$5.6K$9.3K
Payment frequencyquarterlyquarterly
SectorUtilitiesStock
Analyst consensusBuyHold

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

YearSRE PortfolioSRE Income/yrPBFX PortfolioPBFX Income/yrGap
1← crossover$10,996$295.54$14,427$3,727.39$3.4KPBFX
2$12,100$334.38$17,950$2,512.92$5.8KPBFX
3$13,325$378.61$20,668$1,460.99$7.3KPBFX
4$14,687$429.05$22,901$786.06$8.2KPBFX
5$16,202$486.59$24,911$407.00$8.7KPBFX
6$17,888$552.33$26,861$206.88$9.0KPBFX
7$19,768$627.49$28,846$104.24$9.1KPBFX
8$21,865$713.51$30,917$52.31$9.1KPBFX
9$24,208$812.08$33,108$26.20$8.9KPBFX
10$26,827$925.13$35,438$13.11$8.6KPBFX

SRE vs PBFX: Complete Analysis 2026

SREUtilities

Sempra operates as an energy-services holding company in the United States and internationally. The company's San Diego Gas & Electric Company segment provides electric services; and supplies natural gas. It offers electric services to approximately 3.6 million population and natural gas services to approximately 3.3 million population that covers 4,100 square miles. Its Southern California Gas Company segment owns and operates a natural gas distribution, transmission, and storage system that supplies natural gas to a population of approximately 22 million covering an area of 24,000 square miles. The company's Sempra Texas Utilities segment engages in the regulated transmission and distribution of electricity serving 3.8 million homes and businesses, and operation of 140,000 miles of transmission and distribution lines. Its transmission system includes 18,249 circuit miles of transmission lines, a total of 1,174 transmission and distribution substations, and interconnection to 130 third-party generation facilities totaling 45,403 megawatts. The company was formerly known as Sempra Energy and changed its name to Sempra in July 2021. Sempra was founded in 1998 and is headquartered in San Diego, California.

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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.