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TBGVX vs O: Dividend Comparison 2026

TBGVX yields 11.71% · O yields 5.28%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TBGVX wins by $9.1K in total portfolio value
10 years
TBGVX
TBGVX
● Live price
11.71%
Share price
$29.15
Annual div
$3.41
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.3K
Annual income
$2,432.96
Full TBGVX 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 — TBGVX vs O

📍 TBGVX 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 PeriodTBGVXO
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, TBGVX + O cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

TBGVX
Annual income on $10K today (after 15% tax)
$995.21/yr
After 10yr DRIP, annual income (after tax)
$2,068.02/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 $2,265.45/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TBGVX: 50%O: 50%
100% O50/50100% TBGVX
Portfolio after 10yr
$38.8K
Annual income
$3,765.58/yr
Blended yield
9.71%
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Analyst Conviction Gap

Where Wall Street is most bullish on O right now

TBGVX
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)

TBGVX buys
0
O buys
0
No recent congressional trades found for TBGVX or O in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTBGVXO
Forward yield11.71%5.28%
Annual dividend / share$3.41$3.23
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.1%
Portfolio after 10y$43.3K$34.2K
Annual income after 10y$2,432.96$5,098.20
Total dividends collected$17.9K$20.7K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearTBGVX PortfolioTBGVX Income/yrO PortfolioO Income/yrGap
1← crossover$11,871$1,170.84$10,818$607.86+$1.1KTBGVX
2$14,001$1,298.96$11,786$741.30+$2.2KTBGVX
3$16,413$1,431.80$12,944$910.50+$3.5KTBGVX
4$19,130$1,568.64$14,343$1,127.28+$4.8KTBGVX
5$22,178$1,708.76$16,053$1,408.17+$6.1KTBGVX
6$25,582$1,851.40$18,167$1,776.65+$7.4KTBGVX
7$29,368$1,995.85$20,815$2,266.60+$8.6KTBGVX
8$33,566$2,141.37$24,179$2,927.66+$9.4KTBGVX
9$38,202$2,287.29$28,521$3,833.95+$9.7KTBGVX
10$43,310$2,432.96$34,218$5,098.20+$9.1KTBGVX

TBGVX vs O: Complete Analysis 2026

TBGVXStock

The fund invests primarily in foreign equity securities that the adviser believes are undervalued but may invest in U.S. securities to a limited extent. The Adviser seeks to construct a diversified portfolio of stocks from a variety of industries and countries. The fund invests primarily in equity securities of foreign issuers, but also invests on a more limited basis in U.S. equity securities when opportunities appear attractive.

Full TBGVX 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.