HomeCompareALZFX vs MCD

ALZFX vs MCD: Dividend Comparison 2026

ALZFX yields 8.72% · MCD yields 2.27%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ALZFX wins by $14.6K in total portfolio value
10 years
ALZFX
ALZFX
● Live price
8.72%
Share price
$92.76
Annual div
$8.09
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.6K
Annual income
$1,511.03
Full ALZFX calculator →
MCD
McDonald's Corporation
● Live price
2.27%
Share price
$294.50
Annual div
$6.68
5Y div CAGR
8.5%
Payout ratio
72%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.0K
Annual income
$652.30
Full MCD calculator →

Portfolio growth — ALZFX vs MCD

📍 ALZFX 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 PeriodALZFXMCD
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, ALZFX + MCD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
ALZFX pays
MCD pays
Both pay
Neither
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Tax Bracket Optimizer

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

ALZFX
Annual income on $10K today (after 15% tax)
$740.87/yr
After 10yr DRIP, annual income (after tax)
$1,284.38/yr
MCD
Annual income on $10K today (after 15% tax)
$192.80/yr
After 10yr DRIP, annual income (after tax)
$554.45/yr
At 15% tax rate, ALZFX beats the other by $729.92/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of ALZFX + MCD for your $10,000?

ALZFX: 50%MCD: 50%
100% MCD50/50100% ALZFX
Portfolio after 10yr
$28.3K
Annual income
$1,081.67/yr
Blended yield
3.82%
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Analyst Conviction Gap

Where Wall Street is most bullish on MCD right now

ALZFX
No analyst data
MCD
Analyst Ratings
37
Buy
23
Hold
1
Sell
Consensus: Buy
Price Target
$351.76
+19.4% upside vs current
Range: $320.00 — $385.00
Altman Z
4.9
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ALZFX buys
0
MCD buys
0
No recent congressional trades found for ALZFX or MCD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricALZFXMCD
Forward yield8.72%2.27%
Annual dividend / share$8.09$6.68
Payout ratio50%72%
1-year div growth0%10%
5-year div CAGR0%8.5%
Portfolio after 10y$35.6K$21.0K
Annual income after 10y$1,511.03$652.30
Total dividends collected$11.9K$4.2K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary

Year-by-year: ALZFX vs MCD ($10,000, DRIP)

YearALZFX PortfolioALZFX Income/yrMCD PortfolioMCD Income/yrGap
1← crossover$11,572$871.61$10,726$246.11+$846.00ALZFX
2$13,324$942.62$11,514$273.29+$1.8KALZFX
3$15,271$1,014.38$12,371$303.73+$2.9KALZFX
4$17,427$1,086.55$13,302$337.85+$4.1KALZFX
5$19,806$1,158.80$14,317$376.12+$5.5KALZFX
6$22,423$1,230.81$15,423$419.10+$7.0KALZFX
7$25,295$1,302.30$16,631$467.42+$8.7KALZFX
8$28,438$1,372.99$17,951$521.82+$10.5KALZFX
9$31,872$1,442.64$19,396$583.12+$12.5KALZFX
10$35,614$1,511.03$20,979$652.30+$14.6KALZFX

ALZFX vs MCD: Complete Analysis 2026

ALZFXStock

The advisor intends to invest a substantial portion of its assets in a smaller number of issuers. Generally, the fund will own approximately 50 holdings. Fund holdings may occasionally differ from this number for a variety of reasons. The fund may engage in active trading of portfolio securities.

Full ALZFX Calculator →

MCDConsumer Discretionary

McDonald's is a Dividend Aristocrat with 48+ consecutive years of increases. As the world's most visited fast food brand with 40,000+ locations, its franchise model generates high-margin royalties. MCD's real estate holdings (owning land under many franchised locations) create an additional asset floor supporting long-term value.

Full MCD 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.