★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Dividend.com checked August 4, 2026
Tool Comparison
Dividend.com vs Morningstar Investor
Pick Dividend.com if
Dividend.com
Free • From $199/yr · Web
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $16.58/mo instead of $20.75/mo
- You care about ETF comparison, calendar, and newsletters, things Morningstar Investor doesn't offer
Pick Morningstar Investor if
Morningstar Investor
From $249/yr · Web · Mobile
- You do a lot of your research from your phone
- You care about portfolio, fund analysis, and ETF analysis, things Dividend.com doesn't offer
- You've outgrown the basics and want pro-level depth
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Dividend.com and Morningstar Investor cover a lot of the same ground (7 shared categories, including screeners, stock ideas, and stock comparison), so for the basics you won't go far wrong with either. The real difference is focus: only Dividend.com gives you ETF comparison and calendar, and only Morningstar Investor gives you portfolio and fund analysis.
What readers say
Dividend.com
Vote once to reveal the community verdict.
Morningstar Investor
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Dividend.com
- Cheaper paid plan
- Dividend.com$16.58/mo vs $20.75/mo
- Free trial
- Morningstar Investor7 days
- Mobile app
- Morningstar Investor
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $199/yr | From $249/yr |
Free tier | Yes | No |
Free trial | — | 7 days |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Retail Traders, Pro Retail +2 more |
Categories covered | 12 | 12 |
Regions | — | — |
| Data & capabilities | ||
Data partners | Barchart Solutions and Mergent, Inc. | — |
Capabilities | Universe builder | Universe builder |
Security | Encryption in transit | — |
| Try it | Visit Dividend.com | Visit Morningstar Investor |
Where each one shines
What Dividend.com and Morningstar Investor each do best.ShowHide
Where each one shines
What Dividend.com and Morningstar Investor each do best.What Dividend.com does best
- Screening for dividend-paying stocks, ADRs, REITs, MLPs, preferred shares, ETFs, and institutional mutual-fund share classes.
- Filters such as ex-dividend date, payout frequency, sector, industry, market cap, yield context, and DARS rating to narrow income ideas.
- Comparison tools for dividend candidates with DARS scores across relative strength, yield attractiveness, dividend reliability, dividend uptrend, and earnings growth.
- Premium model portfolios for Best Dividend Stocks, High Yield, Dividend Growth, and Dividend Protection idea lists.
- Views for reviewing Premium lists for monthly dividend stocks and dividend-capture candidates when income timing matters.
What Morningstar Investor does best
- Research coverage for stocks, ETFs, mutual funds, and closed-end funds with Morningstar ratings, analyst notes, reports, screeners, watchlists, and portfolio tools.
- Stock research built around Morningstar fair value estimates, Economic Moat Ratings, rating-change coverage, valuation context, commentary, and news.
- Evaluation tools for funds and ETFs with Morningstar star ratings, Morningstar Medalist Ratings, analyst notes, fund reports, performance context, fees, and holdings views.
- Tools for building stock, fund, and ETF screens using more than 200 data points, then save custom views for portfolios, watchlists, and screeners.
- Portfolio X-Ray to inspect asset allocation, sector exposure, fees, risk, stock style, and portfolio-level or fund-level composition.
Every detail we compared
Every tracked attribute for Dividend.com and Morningstar Investor, side by side.ShowHide
Every detail we compared
Every tracked attribute for Dividend.com and Morningstar Investor, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsReal EstateOther | StocksETFsMutual FundsClosed-End FundsFunds |
Experience | BeginnerIntermediate | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsFinancial Advisors | Retail TradersPro RetailLong-term InvestorsValue Investors |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data partners | Barchart SolutionsMergent, Inc. | Not specified |
| Access & integrations | ||
Import methods | Manual | Not specified |
Export formats | CSVExcel | Not specified |
| Plans & trust | ||
Security & compliance | Encryption in transit | Not specified |
Capability signals | Universe builder | Universe builder |
Vendor & support | Mitre Media II LLCSupport: Email and Phone | Morningstar, Inc.Country: United StatesFounded 1984 |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free | — |
| Entry paid plan | $199/yr≈ $16.58/mo“Premium” | $249/yr≈ $20.75/mo“Investor (Yearly)” |
| Top plan | — | $34.95/mo“Investor (Monthly)” |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between Dividend.com and Morningstar Investor?
Dividend.com leans toward screeners, stock ideas, and stock comparison, while Morningstar Investor puts more weight on stock ideas, screeners, and stock comparison. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
Is Dividend.com or Morningstar Investor free to use?
Dividend.com has a free tier, so you can get started without paying anything. Morningstar Investor is paid-only. If budget matters, start with Dividend.com and see how far it takes you before opening your wallet.
Which is better for beginners: Dividend.com or Morningstar Investor?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Can I use Dividend.com or Morningstar Investor on my phone?
Morningstar Investor lists a dedicated mobile app, so it travels better. Dividend.com doesn't list a dedicated mobile app; its documented access is web.
Should I choose Dividend.com or Morningstar Investor?
It depends on what you're after. Pick Dividend.com if ETF comparison and calendar matter to you; go with Morningstar Investor if you'd rather have portfolio and fund analysis. And if you only need the basics both share, let price decide.
What asset classes do Dividend.com and Morningstar Investor cover?
Both cover stocks, ETFs, mutual funds, and funds. Dividend.com also handles real estate and other. Morningstar Investor adds closed-end funds on top.
Can I export data from Dividend.com and Morningstar Investor?
Dividend.com exports to CSV and Excel. Morningstar Investor is stingier about getting data out.
Are Dividend.com and Morningstar Investor good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Dividend.com or Morningstar Investor?
Both Dividend.com and Morningstar Investor include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Dividend.com or Morningstar Investor?
Morningstar Investor handles portfolio tracking. Dividend.com is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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Feedback
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.