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BAGAX vs MCD: Dividend Comparison 2026

BAGAX yields 96.66% · MCD yields 2.34%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BAGAX wins by $33953479481069.38M in total portfolio value
10 years
BAGAX
BAGAX
● Live price
96.66%
Share price
$6.56
Annual div
$6.34
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33953479481069.46M
Annual income
$33,886,135,663,349,223,000.00
Full BAGAX calculator →
MCD
McDonald's Corporation
● Live price
2.34%
Share price
$310.79
Annual div
$7.26
5Y div CAGR
42.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$77.7K
Annual income
$25,833.37
Full MCD calculator →

Portfolio growth — BAGAX vs MCD

📍 BAGAX 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 PeriodBAGAXMCD
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, BAGAX + MCD cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
BAGAX pays
MCD pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

BAGAX
Annual income on $10K today (after 15% tax)
$8,216.39/yr
After 10yr DRIP, annual income (after tax)
$28,803,215,313,846,837,000.00/yr
MCD
Annual income on $10K today (after 15% tax)
$198.56/yr
After 10yr DRIP, annual income (after tax)
$21,958.36/yr
At 15% tax rate, BAGAX beats the other by $28,803,215,313,846,817,000.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BAGAX: 50%MCD: 50%
100% MCD50/50100% BAGAX
Portfolio after 10yr
$16976739740534.77M
Annual income
$16,943,067,831,674,624,000.00/yr
Blended yield
99.80%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MCD right now

BAGAX
No analyst data
Altman Z
1.2
Piotroski
3/9
MCD
Analyst Ratings
37
Buy
23
Hold
1
Sell
Consensus: Buy
Price Target
$351.76
+13.2% 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)

BAGAX buys
0
MCD buys
0
No recent congressional trades found for BAGAX or MCD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBAGAXMCD
Forward yield96.66% ✓2.34%
Annual dividend / share$6.34$7.26 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100% ✓42.3%
Portfolio after 10y$33953479481069.46M ✓$77.7K
Annual income after 10y$33,886,135,663,349,223,000.00 ✓$25,833.37
Total dividends collected$33949058472929.85M ✓$57.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary

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

YearBAGAX PortfolioBAGAX Income/yrMCD PortfolioMCD Income/yrGap
1← crossover$30,033$19,332.68$10,812$332.41+$19.2K → BAGAX
2$140,661$108,525.67$11,819$488.02+$128.8K → BAGAX
3$1,100,580$950,073.39$13,111$724.37+$1.09M → BAGAX
4$15,072,428$13,894,806.70$14,832$1,091.05+$15.06M → BAGAX
5$371,808,121$355,680,623.42$17,219$1,675.85+$371.79M → BAGAX
6$16,797,768,278$16,399,933,588.66$20,688$2,641.85+$16797.75M → BAGAX
7$1,402,881,924,619$1,384,908,312,561.77$25,990$4,309.70+$1402881.90M → BAGAX
8$217,691,667,135,638$216,190,583,476,294.90$34,590$7,351.77+$217691667.10M → BAGAX
9$62,938,147,402,089,110$62,705,217,318,253,980.00$49,535$13,285.25+$62938147402.04M → BAGAX
10$33,953,479,481,069,460,000$33,886,135,663,349,223,000.00$77,746$25,833.37+$33953479481069.38M → BAGAX

BAGAX vs MCD: Complete Analysis 2026

BAGAX — Stock

The fund normally invests at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of domestic companies. It invests primarily in securities of medium and large market capitalization companies that the Adviser believes have exhibited an above average rate of earnings growth and that have prospects for above average, sustainable growth in the future. Medium and large market capitalization companies are those companies with market capitalizations generally greater than $2 billion at the time of purchase.

Full BAGAX Calculator →

MCD — Consumer 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.