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BAEIX vs MCD: Dividend Comparison 2026

BAEIX yields 27.72% · MCD yields 2.35%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BAEIX wins by $37.4K in total portfolio value
10 years
BAEIX
BAEIX
● Live price
27.72%
Share price
$16.85
Annual div
$4.67
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$115.9K
Annual income
$14,318.66
Full BAEIX calculator →
MCD
McDonald's Corporation
● Live price
2.35%
Share price
$308.53
Annual div
$7.26
5Y div CAGR
42.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$78.5K
Annual income
$26,227.70
Full MCD calculator →

Portfolio growth — BAEIX vs MCD

📍 BAEIX 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 PeriodBAEIXMCD
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, BAEIX + MCD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BAEIX 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.

BAEIX
Annual income on $10K today (after 15% tax)
$2,356.09/yr
After 10yr DRIP, annual income (after tax)
$12,170.86/yr
MCD
Annual income on $10K today (after 15% tax)
$200.01/yr
After 10yr DRIP, annual income (after tax)
$22,293.55/yr
At 15% tax rate, MCD beats the other by $10,122.68/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

BAEIX: 50%MCD: 50%
100% MCD50/50100% BAEIX
Portfolio after 10yr
$97.2K
Annual income
$20,273.18/yr
Blended yield
20.85%
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Analyst Conviction Gap

Where Wall Street is most bullish on MCD right now

BAEIX
No analyst data
MCD
Analyst Ratings
37
Buy
23
Hold
1
Sell
Consensus: Buy
Price Target
$351.76
+14.0% 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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BAEIX buys
0
MCD buys
0
No recent congressional trades found for BAEIX or MCD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBAEIXMCD
Forward yield27.72%2.35%
Annual dividend / share$4.67$7.26
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%42.3%
Portfolio after 10y$115.9K$78.5K
Annual income after 10y$14,318.66$26,227.70
Total dividends collected$76.7K$58.5K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary

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

YearBAEIX PortfolioBAEIX Income/yrMCD PortfolioMCD Income/yrGap
1← crossover$13,472$2,771.87$10,815$334.85+$2.7KBAEIX
2$17,905$3,489.93$11,826$491.71+$6.1KBAEIX
3$23,493$4,334.86$13,123$730.06+$10.4KBAEIX
4$30,453$5,315.70$14,853$1,100.07+$15.6KBAEIX
5$39,025$6,439.78$17,257$1,690.61+$21.8KBAEIX
6$49,469$7,712.48$20,752$2,667.01+$28.7KBAEIX
7$62,069$9,136.99$26,103$4,354.83+$36.0KBAEIX
8$77,128$10,714.20$34,794$7,437.78+$42.3KBAEIX
9$94,969$12,442.67$49,926$13,461.60+$45.0KBAEIX
10$115,936$14,318.66$78,550$26,227.70+$37.4KBAEIX

BAEIX vs MCD: Complete Analysis 2026

BAEIXStock

The investment seeks capital growth and current income. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It invests, under normal market conditions, primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividend rates. The fund may also invest in U.S. traded common stocks of foreign companies, including American Depositary Receipts.

Full BAEIX Calculator →

MCDConsumer Discretionary

McDonald's Corporation operates and franchises McDonald's restaurants in the United States and internationally. Its restaurants offer hamburgers and cheeseburgers, chicken sandwiches and nuggets, wraps, fries, salads, oatmeal, shakes, desserts, sundaes, soft serve cones, bakery items, soft drinks, coffee, and beverages and other beverages, as well as breakfast menu, including biscuit and bagel sandwiches, breakfast burritos, hotcakes, and other sandwiches. As of December 31, 2021, the company operated 40,031 restaurants. McDonald's Corporation was founded in 1940 and is headquartered in Chicago, Illinois.

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.