HomeCompareTHLEF vs ARCC

THLEF vs ARCC: Dividend Comparison 2026

THLEF yields 1.40% · ARCC yields 10.65%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 THLEF wins by $15.08M in total portfolio value· pulled ahead in Year 3
10 years
THLEF
THLEF
● Live price
1.40%
Share price
$307.87
Annual div
$4.31
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$15.10M
Annual income
$13,279,736.93
Full THLEF calculator →
ARCC
Ares Capital Corporation
● Live price
10.65%
Share price
$18.02
Annual div
$1.92
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.5K
Annual income
$1.14
Full ARCC calculator →

Portfolio growth — THLEF vs ARCC

📍 THLEF pulled ahead of the other in Year 3

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 PeriodTHLEFARCC
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, THLEF + ARCC cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

THLEF
Annual income on $10K today (after 15% tax)
$118.97/yr
After 10yr DRIP, annual income (after tax)
$11,287,776.39/yr
ARCC
Annual income on $10K today (after 15% tax)
$905.66/yr
After 10yr DRIP, annual income (after tax)
$0.97/yr
At 15% tax rate, THLEF beats the other by $11,287,775.42/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of THLEF + ARCC for your $10,000?

THLEF: 50%ARCC: 50%
100% ARCC50/50100% THLEF
Portfolio after 10yr
$7.56M
Annual income
$6,639,869.04/yr
Blended yield
87.79%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on ARCC right now

THLEF
No analyst data
Altman Z
2.5
Piotroski
8/9
ARCC
Analyst Ratings
24
Buy
7
Hold
Consensus: Buy
Price Target
$21.88
+21.4% upside vs current
Range: $21.00 — $23.00
Altman Z
0.8
Piotroski
4/9
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)

THLEF buys
0
ARCC buys
0
No recent congressional trades found for THLEF or ARCC in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTHLEFARCC
Forward yield1.40%10.65%
Annual dividend / share$4.31$1.92
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%-50%
Portfolio after 10y$15.10M$24.5K
Annual income after 10y$13,279,736.93$1.14
Total dividends collected$14.93M$1.1K
Payment frequencyquarterlyquarterly
SectorStockBDC

Year-by-year: THLEF vs ARCC ($10,000, DRIP)

YearTHLEF PortfolioTHLEF Income/yrARCC PortfolioARCC Income/yrGap
1$10,980$279.93$11,373$532.74$393.00ARCC
2$12,323$574.52$12,608$279.46$285.00ARCC
3← crossover$14,391$1,205.22$13,809$142.90+$582.00THLEF
4$18,029$2,630.77$15,042$72.20+$3.0KTHLEF
5$25,451$6,160.46$16,341$36.27+$9.1KTHLEF
6$43,489$16,255.51$17,732$18.18+$25.8KTHLEF
7$98,450$51,916.94$19,231$9.10+$79.2KTHLEF
8$325,023$219,681.98$20,851$4.55+$304.2KTHLEF
9$1,703,402$1,355,627.56$22,605$2.28+$1.68MTHLEF
10$15,102,378$13,279,736.93$24,504$1.14+$15.08MTHLEF

THLEF vs ARCC: Complete Analysis 2026

THLEFStock

Thales S.A. provides various solutions for civilian and military customers in the aeronautics, space, defense, security, ground transportation, and digital security markets worldwide. It operates through Aerospace, Transport, Defence & Security, and Digital Identity & Security segments. The company offers communications, command, and control systems; mission services and support; protection and mission/combat systems; surveillance, detection, and intelligence systems; training and simulation solutions for air, land, naval, and joint forces; and digital identity and security solutions. It also provides air traffic management solutions; flight decks and avionics equipment and functions; in-flight entertainment and connectivity systems and services; electrical systems; aerospace training solutions; navigation solutions; support and services for avionics equipment; and vision systems. In addition, the company designs, operates, and delivers satellite-based systems for telecommunications, navigation, earth observation, environmental management, exploration, and science and orbital infrastructures; signaling, communications and supervision, and fare collection management systems and related services; cybersecurity and railway digitalization systems; and main line rail, and urban and intermodal mobility solutions. Further, it provides solutions for various markets and applications, including radiology, radio frequency, microwave sources, training and simulation solutions, lasers, and microelectronics solutions for science, industry, space, defense, automotive, railways, and energy conversion platforms. Thales S.A. has a strategic agreement with Google LLC. The company was formerly known as Thomson-CSF and changed its name to Thales S.A. in 2000. Thales S.A. was founded in 1893 and is headquartered in Courbevoie, France.

Full THLEF Calculator →

ARCCBDC

Ares Capital Corporation is a business development company specializing in acquisition, recapitalization, mezzanine debt, restructurings, rescue financing, and leveraged buyout transactions of middle market companies. It also makes growth capital and general refinancing. It prefers to make investments in companies engaged in the basic and growth manufacturing, business services, consumer products, health care products and services, and information technology service sectors. The fund will also consider investments in industries such as restaurants, retail, oil and gas, and technology sectors. It focuses on investments in Northeast, Mid-Atlantic, Southeast and Southwest regions from its New York office, the Midwest region, from the Chicago office, and the Western region from the Los Angeles office. The fund typically invests between $20 million and $200 million and a maximum of $400 million in companies with an EBITDA between $10 million and $250 million. It makes debt investments between $10 million and $100 million The fund invests through revolvers, first lien loans, warrants, unitranche structures, second lien loans, mezzanine debt, private high yield, junior capital, subordinated debt, and non-control preferred and common equity. The fund also selectively considers third-party-led senior and subordinated debt financings and opportunistically considers the purchase of stressed and discounted debt positions. The fund prefers to be an agent and/or lead the transactions in which it invests. The fund also seeks board representation in its portfolio companies.

Full ARCC 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.