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STMGX vs PM: Dividend Comparison 2026

STMGX yields 35.63% · PM yields 3.48%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 STMGX wins by $132.6K in total portfolio value
10 years
STMGX
STMGX
● Live price
35.63%
Share price
$24.68
Annual div
$8.79
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$182.2K
Annual income
$27,944.92
Full STMGX calculator →
PM
Philip Morris International
● Live price
3.48%
Share price
$165.34
Annual div
$5.76
5Y div CAGR
17.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.6K
Annual income
$2,492.02
Full PM calculator →

Portfolio growth — STMGX vs PM

📍 STMGX 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 PeriodSTMGXPM
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, STMGX + PM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
STMGX pays
PM pays
Both pay
Neither
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Tax Bracket Optimizer

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

STMGX
Annual income on $10K today (after 15% tax)
$3,028.69/yr
After 10yr DRIP, annual income (after tax)
$23,753.18/yr
PM
Annual income on $10K today (after 15% tax)
$296.12/yr
After 10yr DRIP, annual income (after tax)
$2,118.22/yr
At 15% tax rate, STMGX beats the other by $21,634.96/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of STMGX + PM for your $10,000?

STMGX: 50%PM: 50%
100% PM50/50100% STMGX
Portfolio after 10yr
$115.9K
Annual income
$15,218.47/yr
Blended yield
13.13%
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Analyst Conviction Gap

Where Wall Street is most bullish on PM right now

STMGX
No analyst data
PM
Analyst Ratings
17
Buy
7
Hold
1
Sell
Consensus: Buy
Price Target
$194.30
+17.5% upside vs current
Range: $180.00 — $205.00
Altman Z
4.0
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)

STMGX buys
0
PM buys
0
No recent congressional trades found for STMGX or PM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSTMGXPM
Forward yield35.63%3.48%
Annual dividend / share$8.79$5.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%17.2%
Portfolio after 10y$182.2K$49.6K
Annual income after 10y$27,944.92$2,492.02
Total dividends collected$132.2K$11.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: STMGX vs PM ($10,000, DRIP)

YearSTMGX PortfolioSTMGX Income/yrPM PortfolioPM Income/yrGap
1← crossover$14,263$3,563.17$11,648$408.29+$2.6KSTMGX
2$20,011$4,749.73$13,589$495.90+$6.4KSTMGX
3$27,640$6,227.94$15,877$603.21+$11.8KSTMGX
4$37,614$8,039.40$18,580$734.88+$19.0KSTMGX
5$50,472$10,224.77$21,781$896.75+$28.7KSTMGX
6$66,827$12,822.37$25,578$1,096.12+$41.2KSTMGX
7$87,372$15,866.77$30,092$1,342.17+$57.3KSTMGX
8$112,876$19,387.55$35,470$1,646.46+$77.4KSTMGX
9$144,185$23,408.13$41,892$2,023.58+$102.3KSTMGX
10$182,223$27,944.92$49,578$2,492.02+$132.6KSTMGX

STMGX vs PM: Complete Analysis 2026

STMGXStock

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of medium capitalization companies. The fund's manager considers a company to be a medium capitalization company if it has a market capitalization (stock market worth), at the time of investment, between $1 billion and the market capitalization of the largest company in the Russell Midcap® Index.

Full STMGX Calculator →

PMConsumer Staples

Philip Morris International Inc. operates as a tobacco company working to delivers a smoke-free future and evolving portfolio for the long-term to include products outside of the tobacco and nicotine sector. The company's product portfolio primarily consists of cigarettes and smoke-free products, including heat-not-burn, vapor, and oral nicotine products that are sold in markets outside the United States. The company offers its smoke-free products under the HEETS, HEETS Creations, HEETS Dimensions, HEETS Marlboro, HEETS FROM MARLBORO, Marlboro Dimensions, Marlboro HeatSticks, Parliament HeatSticks, and TEREA brands, as well as the KT&G-licensed brands, Fiit, and Miix. It also sells its products under the Marlboro, Parliament, Bond Street, Chesterfield, L&M, Lark, and Philip Morris brands. In addition, the company owns various cigarette brands, such as Dji Sam Soe, Sampoerna A, and Sampoerna U in Indonesia; and Fortune and Jackpot in the Philippines. The company sells its smoke-free products in 71 markets. Philip Morris International Inc. was incorporated in 1987 and is headquartered in New York, New York.

Full PM 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.