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AVGTF vs KO: Dividend Comparison 2026

AVGTF yields 1.71% · KO yields 2.70%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 KO wins by $12.0K in total portfolio value· pulled ahead in Year 2
10 years
AVGTF
AVGTF
● Live price
1.71%
Share price
$3.54
Annual div
$0.06
5Y div CAGR
-0.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.1K
Annual income
$176.97
Full AVGTF calculator →
KO
The Coca-Cola Company
● Live price
2.70%
Share price
$76.27
Annual div
$2.06
5Y div CAGR
24.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.1K
Annual income
$4,303.79
Full KO calculator →

Portfolio growth — AVGTF vs KO

📍 KO pulled ahead of the other in Year 2

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 PeriodAVGTFKO
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, AVGTF + KO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

AVGTF
Annual income on $10K today (after 15% tax)
$145.00/yr
After 10yr DRIP, annual income (after tax)
$150.42/yr
KO
Annual income on $10K today (after 15% tax)
$229.58/yr
After 10yr DRIP, annual income (after tax)
$3,658.22/yr
At 15% tax rate, KO beats the other by $3,507.80/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AVGTF + KO for your $10,000?

AVGTF: 50%KO: 50%
100% KO50/50100% AVGTF
Portfolio after 10yr
$28.1K
Annual income
$2,240.38/yr
Blended yield
7.98%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on KO right now

AVGTF
No analyst data
Altman Z
6.6
Piotroski
6/9
KO
Analyst Ratings
29
Buy
16
Hold
3
Sell
Consensus: Buy
Price Target
$84.88
+11.3% upside vs current
Range: $81.00 — $88.00
Altman Z
5.0
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)

AVGTF buys
0
KO buys
0
No recent congressional trades found for AVGTF or KO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAVGTFKO
Forward yield1.71%2.70%
Annual dividend / share$0.06$2.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-0.7%24.3%
Portfolio after 10y$22.1K$34.1K
Annual income after 10y$176.97$4,303.79
Total dividends collected$1.7K$15.5K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: AVGTF vs KO ($10,000, DRIP)

YearAVGTF PortfolioAVGTF Income/yrKO PortfolioKO Income/yrGap
1$10,869$169.39$10,846$335.73+$23.00AVGTF
2← crossover$11,801$170.87$11,829$430.64$28.00KO
3$12,799$172.17$12,988$555.50$189.00KO
4$13,869$173.29$14,372$721.34$503.00KO
5$15,014$174.26$16,049$944.01$1.0KKO
6$16,240$175.07$18,114$1,246.74$1.9KKO
7$17,552$175.74$20,702$1,664.24$3.1KKO
8$18,957$176.27$24,008$2,249.48$5.1KKO
9$20,461$176.68$28,317$3,085.19$7.9KKO
10$22,070$176.97$34,065$4,303.79$12.0KKO

AVGTF vs KO: Complete Analysis 2026

AVGTFStock

AVI Global Trust plc is a closed-ended equity mutual fund launched and managed by Asset Value Investors Limited. The fund invests in public equity markets of countries across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with bottom-up stock picking approach with a focus on factors like companies trading on discounts to net asset value, good quality underlying assets with appreciation potential at compelling valuations, and balance sheet strength to create its portfolio. The fund benchmarks the performance of its portfolio against the Morgan Stanley Capital International All Country World ex-US Index, Morningstar Investment Trust Global Index and Morgan Stanley Capital International All Country World Index. It was formerly known as British Empire Trust Plc. AVI Global Trust plc was formed in July 1, 1889 and is domiciled in the United Kingdom.

Full AVGTF Calculator →

KOConsumer Staples

The Coca-Cola Company, a beverage company, manufactures, markets, and sells various nonalcoholic beverages worldwide. The company provides sparkling soft drinks, sparkling flavors; water, sports, coffee, and tea; juice, value-added dairy, and plant-based beverages; and other beverages. It also offers beverage concentrates and syrups, as well as fountain syrups to fountain retailers, such as restaurants and convenience stores. The company sells its products under the Coca-Cola, Diet Coke/Coca-Cola Light, Coca-Cola Zero Sugar, caffeine free Diet Coke, Cherry Coke, Fanta Orange, Fanta Zero Orange, Fanta Zero Sugar, Fanta Apple, Sprite, Sprite Zero Sugar, Simply Orange, Simply Apple, Simply Grapefruit, Fresca, Schweppes, Thums Up, Aquarius, Ayataka, BODYARMOR, Ciel, Costa, Dasani, dogadan, FUZE TEA, Georgia, glacéau smartwater, glacéau vitaminwater, Gold Peak, Ice Dew, I LOHAS, Powerade, Topo Chico, AdeS, Del Valle, fairlife, innocent, Minute Maid, and Minute Maid Pulpy brands. It operates through a network of independent bottling partners, distributors, wholesalers, and retailers, as well as through bottling and distribution operators. The company was founded in 1886 and is headquartered in Atlanta, Georgia.

Full KO 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.