Is VGWAX or ORCC a better dividend investment in 2026?

VGWAX currently yields 6.69% with a 5% 5-year dividend growth rate. ORCC yields 4.00% with 5% growth. The better choice depends on your goal: VGWAX offers higher current income.

What is the dividend yield difference between VGWAX and ORCC?

VGWAX has a forward dividend yield of 6.69% ($2.32/share annually). ORCC yields 4.00% ($2.00/share annually). The yield gap is 2.69 percentage points.

Home › Compare › VGWAX vs ORCC

VGWAX vs ORCC: Dividend Comparison 2026

VGWAX yields 6.69% · ORCC yields 4.00%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 VGWAX wins by $3.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

VGWAX

● Live price

6.69%

Share price

$34.68

Annual div

$2.32

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$31.1K

Annual income

$1,024.02

Full VGWAX calculator →

ORCC

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full ORCC calculator →

Portfolio growth — VGWAX vs ORCC

📍 VGWAX 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 Period	VGWAX	ORCC
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, VGWAX + ORCC cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

VGWAX pays

ORCC pays

Both pay

Neither

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Tax Bracket Optimizer

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

VGWAX

Annual income on $10K today (after 15% tax)

$568.79/yr

After 10yr DRIP, annual income (after tax)

$870.42/yr

ORCC

Annual income on $10K today (after 15% tax)

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

At 15% tax rate, VGWAX beats the other by $106.11/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

What's the optimal mix of VGWAX + ORCC for your $10,000?

VGWAX: 50%ORCC: 50%

100% ORCC50/50100% VGWAX

Portfolio after 10yr

$29.6K

Annual income

$961.61/yr

Blended yield

3.25%

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Analyst Conviction Gap

Where Wall Street is most bullish on ORCC right now

VGWAX

No analyst data

ORCC

Analyst Ratings

Buy

Hold

Sell

Consensus: Buy

Price Target

$16.00

-68.0% upside vs current

Range: $16.00 — $16.00

Altman Z

0.5

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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VGWAX buys

ORCC buys

No recent congressional trades found for VGWAX or ORCC in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricVGWAXORCC

Forward yield	6.69% ✓	4.00%
Annual dividend / share	$2.32 ✓	$2.00
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$31.1K ✓	$28.0K
Annual income after 10y	$1,024.02 ✓	$899.19
Total dividends collected	$8.5K ✓	$6.4K
Payment frequency	quarterly	quarterly
Sector	Stock	BDC

Year-by-year: VGWAX vs ORCC ($10,000, DRIP)

Year	VGWAX Portfolio	VGWAX Income/yr	ORCC Portfolio	ORCC Income/yr	Gap
1← crossover	$11,369	$669.17	$11,120	$420.00	+$249.00 → VGWAX
2	$12,876	$711.02	$12,357	$458.31	+$519.00 → VGWAX
3	$14,530	$752.57	$13,721	$499.76	+$809.00 → VGWAX
4	$16,341	$793.68	$15,227	$544.58	+$1.1K → VGWAX
5	$18,319	$834.20	$16,885	$593.02	+$1.4K → VGWAX
6	$20,475	$874.00	$18,713	$645.34	+$1.8K → VGWAX
7	$22,821	$912.97	$20,724	$701.81	+$2.1K → VGWAX
8	$25,370	$951.02	$22,938	$762.73	+$2.4K → VGWAX
9	$28,134	$988.05	$25,372	$828.41	+$2.8K → VGWAX
10	$31,127	$1,024.02	$28,047	$899.19	+$3.1K → VGWAX

VGWAX vs ORCC: Complete Analysis 2026

VGWAX — Stock

This fund offers exposure to U.S. and foreign stocks (about two-thirds of the portfolio) and U.S. and foreign bonds (one-third of the portfolio). The fund offers broad diversification by investing in stocks and bonds across all economic sectors. This is important because one or two holdings should not have a sizeable impact on the fund. Because it invests in U.S. and foreign stocks and investment-grade bonds, the fund is subject to both currency risk and country risk. Investors with a long-term time horizon who want growth and some income—and who are willing to accept stock and bond market volatility—may wish to consider this fund.

Full VGWAX Calculator →

ORCC — BDC

ORCC is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in ORCC shares.

Full ORCC 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.