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BAGAX vs SBUX: Dividend Comparison 2026

BAGAX yields 96.66% · SBUX yields 2.75%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BAGAX wins by $33953479481069.30M 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 →
SBUX
SBUX
● Live price
2.75%
Share price
$89.59
Annual div
$2.46
5Y div CAGR
48.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$157.5K
Annual income
$65,840.13
Full SBUX calculator →

Portfolio growth — BAGAX vs SBUX

📍 BAGAX 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 PeriodBAGAXSBUX
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, BAGAX + SBUX cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
BAGAX pays
SBUX pays
Both pay
Neither
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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
SBUX
Annual income on $10K today (after 15% tax)
$233.40/yr
After 10yr DRIP, annual income (after tax)
$55,964.11/yr
At 15% tax rate, BAGAX beats the other by $28,803,215,313,846,780,000.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BAGAX: 50%SBUX: 50%
100% SBUX50/50100% BAGAX
Portfolio after 10yr
$16976739740534.81M
Annual income
$16,943,067,831,674,644,000.00/yr
Blended yield
99.80%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SBUX right now

BAGAX
No analyst data
Altman Z
1.2
Piotroski
3/9
SBUX
Analyst Ratings
28
Buy
27
Hold
3
Sell
Consensus: Buy
Price Target
$104.00
+16.1% upside vs current
Range: $90.00 — $120.00
Altman Z
2.6
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
SBUX buys
0
No recent congressional trades found for BAGAX or SBUX in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBAGAXSBUX
Forward yield96.66% ✓2.75%
Annual dividend / share$6.34 ✓$2.46
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100% ✓48.3%
Portfolio after 10y$33953479481069.46M ✓$157.5K
Annual income after 10y$33,886,135,663,349,223,000.00 ✓$65,840.13
Total dividends collected$33949058472929.85M ✓$127.5K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary

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

YearBAGAX PortfolioBAGAX Income/yrSBUX PortfolioSBUX Income/yrGap
1← crossover$30,033$19,332.68$11,107$407.21+$18.9K → BAGAX
2$140,661$108,525.67$12,512$626.87+$128.1K → BAGAX
3$1,100,580$950,073.39$14,366$978.69+$1.09M → BAGAX
4$15,072,428$13,894,806.70$16,929$1,557.50+$15.06M → BAGAX
5$371,808,121$355,680,623.42$20,658$2,543.80+$371.79M → BAGAX
6$16,797,768,278$16,399,933,588.66$26,406$4,302.22+$16797.74M → BAGAX
7$1,402,881,924,619$1,384,908,312,561.77$35,877$7,622.00+$1402881.89M → BAGAX
8$217,691,667,135,638$216,190,583,476,294.90$52,741$14,352.64+$217691667.08M → BAGAX
9$62,938,147,402,089,110$62,705,217,318,253,980.00$85,676$29,243.03+$62938147402.00M → BAGAX
10$33,953,479,481,069,460,000$33,886,135,663,349,223,000.00$157,513$65,840.13+$33953479481069.30M → BAGAX

BAGAX vs SBUX: 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 →

SBUX — Consumer Discretionary

Starbucks Corporation, together with its subsidiaries, operates as a roaster, marketer, and retailer of specialty coffee worldwide. The company operates through three segments: North America, International, and Channel Development. Its stores offer coffee and tea beverages, roasted whole beans and ground coffees, single serve products, and ready-to-drink beverages; and various food products, such as pastries, breakfast sandwiches, and lunch items. The company also licenses its trademarks through licensed stores, and grocery and foodservice accounts. The company offers its products under the Starbucks, Teavana, Seattle's Best Coffee, Evolution Fresh, Ethos, Starbucks Reserve, and Princi brands. As of October 3, 2021, it operated 16,826 company-operated and licensed stores in North America; and 17,007 company-operated and licensed stores internationally. The company was founded in 1971 and is based in Seattle, Washington.

Full SBUX 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.