HomeCompareAVALX vs YUM

AVALX vs YUM: Dividend Comparison 2026

AVALX yields 2.01% · YUM yields 1.86%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 YUM wins by $85.3K in total portfolio value
10 years
AVALX
AVALX
● Live price
2.01%
Share price
$68.09
Annual div
$1.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.6K
Annual income
$229.01
Full AVALX calculator →
YUM
YUM
● Live price
1.86%
Share price
$154.59
Annual div
$2.88
5Y div CAGR
51.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$107.9K
Annual income
$40,443.52
Full YUM calculator →

Portfolio growth — AVALX vs YUM

📍 YUM pulled ahead of the other in Year 1

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 PeriodAVALXYUM
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, AVALX + YUM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

AVALX
Annual income on $10K today (after 15% tax)
$170.92/yr
After 10yr DRIP, annual income (after tax)
$194.66/yr
YUM
Annual income on $10K today (after 15% tax)
$158.35/yr
After 10yr DRIP, annual income (after tax)
$34,376.99/yr
At 15% tax rate, YUM beats the other by $34,182.33/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AVALX + YUM for your $10,000?

AVALX: 50%YUM: 50%
100% YUM50/50100% AVALX
Portfolio after 10yr
$65.3K
Annual income
$20,336.26/yr
Blended yield
31.15%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on YUM right now

AVALX
No analyst data
YUM
Analyst Ratings
18
Buy
30
Hold
3
Sell
Consensus: Hold
Price Target
$173.15
+12.0% upside vs current
Range: $158.00 — $190.00
Altman Z
2.6
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)

AVALX buys
0
YUM buys
0
No recent congressional trades found for AVALX or YUM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAVALXYUM
Forward yield2.01%1.86%
Annual dividend / share$1.37$2.88
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%51.4%
Portfolio after 10y$22.6K$107.9K
Annual income after 10y$229.01$40,443.52
Total dividends collected$2.2K$81.2K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary

Year-by-year: AVALX vs YUM ($10,000, DRIP)

YearAVALX PortfolioAVALX Income/yrYUM PortfolioYUM Income/yrGap
1← crossover$10,901$201.08$10,982$282.06$81.00YUM
2$11,869$204.86$12,189$438.29$320.00YUM
3$12,908$208.46$13,731$688.32$823.00YUM
4$14,024$211.88$15,789$1,097.12$1.8KYUM
5$15,221$215.13$18,679$1,785.08$3.5KYUM
6$16,504$218.22$22,975$2,988.18$6.5KYUM
7$17,881$221.14$29,784$5,200.49$11.9KYUM
8$19,356$223.91$41,408$9,539.16$22.1KYUM
9$20,938$226.53$63,071$18,765.27$42.1KYUM
10$22,632$229.01$107,930$40,443.52$85.3KYUM

AVALX vs YUM: Complete Analysis 2026

AVALXStock

The fund invests primarily in common stocks that the fund's investment advisor believes are significantly undervalued relative to the market based on fundamental accounting measures including book value (assets less liabilities), revenues, or cash flow. It has no percentage allocation for investments in small- or mid-capitalization companies, and the fund may invest up to 100% of its portfolio in the securities of these companies.

Full AVALX Calculator →

YUMConsumer Discretionary

YUM! Brands, Inc., together with its subsidiaries, develops, operates, and franchises quick service restaurants worldwide. It operates through four segments: the KFC Division, the Taco Bell Division, the Pizza Hut Division, and the Habit Burger Grill Division. The company operates restaurants under the KFC, Pizza Hut, Taco Bell, and The Habit Burger Grill brands, which specialize in chicken, pizza, made-to-order chargrilled burgers, sandwiches, Mexican-style food categories, and other food products. As of December 31, 2021, it had 26,934 KFC units; 18,381 Pizza Hut units; 7,791 Taco Bell units; and 318 The Habit Burger Grill units in approximately 157 countries and territories. The company was formerly known as TRICON Global Restaurants, Inc. and changed its name to YUM! Brands, Inc. in May 2002. YUM! Brands, Inc. was incorporated in 1997 and is headquartered in Louisville, Kentucky.

Full YUM Calculator →
📬

Get this AVALX vs YUM comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

AVALX vs SCHDAVALX vs JEPIAVALX vs OAVALX vs KOAVALX vs MAIN

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