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WSO vs TROW: Dividend Comparison 2026

WSO yields 3.44% · TROW yields 5.74%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 WSO wins by $1.76M in total portfolio value· pulled ahead in Year 5
10 years
WSO
WSO
● Live price
3.44%
Share price
$348.91
Annual div
$12.00
5Y div CAGR
65%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$2.01M
Annual income
$1,453,019.57
Full WSO calculator →
TROW
TROW
● Live price
5.74%
Share price
$89.03
Annual div
$5.11
5Y div CAGR
38.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$245.3K
Annual income
$104,467.83
Full TROW calculator →

Portfolio growth — WSO vs TROW

📍 WSO pulled ahead of the other in Year 5

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 PeriodWSOTROW
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, WSO + TROW cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

WSO
Annual income on $10K today (after 15% tax)
$292.34/yr
After 10yr DRIP, annual income (after tax)
$1,235,066.63/yr
TROW
Annual income on $10K today (after 15% tax)
$487.87/yr
After 10yr DRIP, annual income (after tax)
$88,797.66/yr
At 15% tax rate, WSO beats the other by $1,146,268.98/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of WSO + TROW for your $10,000?

WSO: 50%TROW: 50%
100% TROW50/50100% WSO
Portfolio after 10yr
$1.13M
Annual income
$778,743.70/yr
Blended yield
69.10%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on WSO right now

WSO
Analyst Ratings
8
Buy
16
Hold
2
Sell
Consensus: Hold
Price Target
$378.50
+8.5% upside vs current
Range: $349.00 — $425.00
Altman Z
10.0
Piotroski
6/9
TROW
Analyst Ratings
8
Buy
24
Hold
6
Sell
Consensus: Hold
Price Target
$106.25
+19.3% upside vs current
Range: $94.00 — $115.00
Altman Z
7.0
Piotroski
6/9
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)

WSO buys
0
TROW buys
0
No recent congressional trades found for WSO or TROW in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWSOTROW
Forward yield3.44%5.74%
Annual dividend / share$12.00$5.11
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR65%38.2%
Portfolio after 10y$2.01M$245.3K
Annual income after 10y$1,453,019.57$104,467.83
Total dividends collected$1.93M$207.9K
Payment frequencyquarterlyquarterly
SectorStockStock
Analyst consensusHoldHold
Analyst price target$378.50$106.25

Year-by-year: WSO vs TROW ($10,000, DRIP)

YearWSO PortfolioWSO Income/yrTROW PortfolioTROW Income/yrGap
1$11,267$567.48$11,493$793.22$226.00TROW
2$13,042$986.00$13,475$1,177.49$433.00TROW
3$15,715$1,759.96$16,202$1,783.11$487.00TROW
4$20,085$3,270.17$20,105$2,769.00$20.00TROW
5← crossover$27,936$6,445.13$25,950$4,438.01+$2.0KWSO
6$43,716$13,823.69$35,165$7,398.65+$8.6KWSO
7$80,133$33,357.25$50,576$12,949.45+$29.6KWSO
8$180,032$94,289.78$78,172$24,055.20+$101.9KWSO
9$519,300$326,665.44$131,665$48,021.60+$387.6KWSO
10$2,008,670$1,453,019.57$245,350$104,467.83+$1.76MWSO

WSO vs TROW: Complete Analysis 2026

WSOStock

Watsco, Inc., together with its subsidiaries, distributes air conditioning, heating, refrigeration equipment, and related parts and supplies. The company distributes equipment comprising residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment. It also offers parts, including replacement compressors, evaporator coils, motors, and other component parts; and supplies, such as thermostats, insulation materials, refrigerants, ductworks, grills, registers, sheet metals, tools, copper tubing, concrete pads, tapes, adhesives, and other ancillary supplies, as well as plumbing and bathroom remodeling supplies. The company serves contractors and dealers that service the replacement and new construction markets for residential and light commercial central air conditioning, heating, and refrigeration systems. As of December 31, 2021, it operated from 671 locations in the United States, Canada, Mexico, and Puerto Rico, as well as exports its products to Latin America and the Caribbean Basin. Watsco, Inc. was founded in 1945 and is headquartered in Miami, Florida.

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TROWStock

T. Rowe Price Group, Inc. is a publicly owned investment manager. The firm provides its services to individuals, institutional investors, retirement plans, financial intermediaries, and institutions. It launches and manages equity and fixed income mutual funds. The firm invests in the public equity and fixed income markets across the globe. It employs fundamental and quantitative analysis with a bottom-up approach. The firm utilizes in-house and external research to make its investments. It employs socially responsible investing with a focus on environmental, social, and governance issues. It makes investment in late-stage venture capital transactions and usually invests between $3 million and $5 million. The firm was previously known as T. Rowe Group, Inc. and T. Rowe Price Associates, Inc. T. Rowe Price Group, Inc. was founded in 1937 and is based in Baltimore, Maryland, with additional offices in Colorado Springs, Colorado; Owings Mills, Maryland; San Francisco, California; New York, New York; Philadelphia, Pennsylvania; Tampa, Florida; Toronto, Ontario; Hellerup, Denmark; Amsterdam, The Netherlands; Luxembourg, Grand Duchy of Luxembourg; Zurich, Switzerland; Dubai, United Arab Emirates; London, United Kingdom; Sydney, New South Wales; Hong Kong; Tokyo, Japan; Singapore; Frankfurt, Germany, Madrid, Spain, Milan, Italy, Stockholm, Sweden, Melbourne, Australia, and Amsterdam, Netherlands.

Full TROW 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.