HomeCompareTAAGX vs O

TAAGX vs O: Dividend Comparison 2026

TAAGX yields 3.23% · O yields 5.28%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 O wins by $9.6K in total portfolio value· pulled ahead in Year 5
10 years
TAAGX
TAAGX
● Live price
3.23%
Share price
$14.70
Annual div
$0.47
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.6K
Annual income
$397.75
Full TAAGX calculator →
O
Realty Income Corporation
● Live price
5.28%
Share price
$61.15
Annual div
$3.23
5Y div CAGR
15.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.2K
Annual income
$5,102.74
Full O calculator →

Portfolio growth — TAAGX vs O

📍 O pulled ahead of the other in Year 5

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodTAAGXO
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%.
📅

Dividend Calendar Overlap

Combined, TAAGX + O cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

TAAGX
Annual income on $10K today (after 15% tax)
$274.60/yr
After 10yr DRIP, annual income (after tax)
$338.09/yr
O
Annual income on $10K today (after 15% tax)
$449.12/yr
After 10yr DRIP, annual income (after tax)
$4,337.33/yr
At 15% tax rate, O beats the other by $3,999.24/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TAAGX: 50%O: 50%
100% O50/50100% TAAGX
Portfolio after 10yr
$29.4K
Annual income
$2,750.25/yr
Blended yield
9.35%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on O right now

TAAGX
No analyst data
O
Analyst Ratings
13
Buy
18
Hold
3
Sell
Consensus: Hold
Price Target
$64.00
+4.7% 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)

TAAGX buys
0
O buys
0
No recent congressional trades found for TAAGX or O in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTAAGXO
Forward yield3.23%5.28%
Annual dividend / share$0.47$3.23
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.1%
Portfolio after 10y$24.6K$34.2K
Annual income after 10y$397.75$5,102.74
Total dividends collected$3.6K$20.7K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearTAAGX PortfolioTAAGX Income/yrO PortfolioO Income/yrGap
1$11,023$323.06$10,818$608.16+$205.00TAAGX
2$12,127$332.82$11,787$741.68+$340.00TAAGX
3$13,319$342.21$12,946$911.00+$373.00TAAGX
4$14,602$351.23$14,345$1,127.94+$257.00TAAGX
5← crossover$15,984$359.89$16,056$1,409.05$72.00O
6$17,471$368.18$18,171$1,777.83$700.00O
7$19,070$376.10$20,820$2,268.21$1.8KO
8$20,789$383.67$24,188$2,929.90$3.4KO
9$22,635$390.88$28,533$3,837.11$5.9KO
10$24,617$397.75$34,235$5,102.74$9.6KO

TAAGX vs O: Complete Analysis 2026

TAAGXStock

The fund invests at least 80% of its total assets in stocks of small and mid-cap companies. It invests using a growth investing style. Growth funds generally focus on stocks of companies believed to have above-average potential for growth in revenue, earnings, cash flow, or other similar criteria. The fund invests its assets in the securities of a limited number of companies, which the fund's investment manager believes show a high probability for superior growth.

Full TAAGX 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 →
📬

Get this TAAGX vs O comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

TAAGX vs SCHDTAAGX vs JEPITAAGX vs KOTAAGX vs MAINTAAGX vs STAGTAAGX vs ADCTAAGX vs NNNTAAGX vs VICI

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.