HomeCompareVWNAX vs PM

VWNAX vs PM: Dividend Comparison 2026

VWNAX yields 11.94% · PM yields 3.48%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PM wins by $5.6K in total portfolio value· pulled ahead in Year 7
10 years
VWNAX
VWNAX
● Live price
11.94%
Share price
$80.68
Annual div
$9.64
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.0K
Annual income
$2,517.04
Full VWNAX 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 — VWNAX vs PM

📍 PM pulled ahead of the other in Year 7

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 PeriodVWNAXPM
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, VWNAX + PM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

VWNAX
Annual income on $10K today (after 15% tax)
$1,015.21/yr
After 10yr DRIP, annual income (after tax)
$2,139.48/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, VWNAX beats the other by $21.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VWNAX: 50%PM: 50%
100% PM50/50100% VWNAX
Portfolio after 10yr
$46.8K
Annual income
$2,504.53/yr
Blended yield
5.35%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PM right now

VWNAX
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)

VWNAX buys
0
PM buys
0
No recent congressional trades found for VWNAX or PM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVWNAXPM
Forward yield11.94%3.48%
Annual dividend / share$9.64$5.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%17.2%
Portfolio after 10y$44.0K$49.6K
Annual income after 10y$2,517.04$2,492.02
Total dividends collected$18.4K$11.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearVWNAX PortfolioVWNAX Income/yrPM PortfolioPM Income/yrGap
1$11,894$1,194.36$11,648$408.29+$246.00VWNAX
2$14,055$1,327.68$13,589$495.90+$466.00VWNAX
3$16,505$1,466.18$15,877$603.21+$628.00VWNAX
4$19,269$1,609.13$18,580$734.88+$689.00VWNAX
5$22,374$1,755.75$21,781$896.75+$593.00VWNAX
6$25,845$1,905.26$25,578$1,096.12+$267.00VWNAX
7← crossover$29,711$2,056.89$30,092$1,342.17$381.00PM
8$34,001$2,209.88$35,470$1,646.46$1.5KPM
9$38,744$2,363.50$41,892$2,023.58$3.1KPM
10$43,974$2,517.04$49,578$2,492.02$5.6KPM

VWNAX vs PM: Complete Analysis 2026

VWNAXStock

Like many individuals making a big purchase, Windsor II Fund’s investment managers are mindful of price. While this large-cap value stock fund carries the same risk associated with the stock market, this “value” conscious approach may provide a less bumpy ride. That said, the fund may not keep up in a strong bull market. If you have a long-term investment goal and want less market volatility than might be present in a more aggressive investment, the fund could be a good fit for you.

Full VWNAX 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 →
📬

Get this VWNAX vs PM comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

VWNAX vs SCHDVWNAX vs JEPIVWNAX vs OVWNAX vs KOVWNAX vs MAINVWNAX vs MOVWNAX vs BTIVWNAX vs PEP

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