HomeCompareBAGAX vs YUM

BAGAX vs YUM: Dividend Comparison 2026

BAGAX yields 96.66% · YUM yields 1.85%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BAGAX wins by $33953479481069.36M 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 →
YUM
YUM
● Live price
1.85%
Share price
$155.48
Annual div
$2.88
5Y div CAGR
51.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$107.0K
Annual income
$39,957.33
Full YUM calculator →

Portfolio growth — BAGAX vs YUM

📍 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 PeriodBAGAXYUM
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 + YUM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BAGAX pays
YUM 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
YUM
Annual income on $10K today (after 15% tax)
$157.45/yr
After 10yr DRIP, annual income (after tax)
$33,963.73/yr
At 15% tax rate, BAGAX beats the other by $28,803,215,313,846,804,000.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BAGAX: 50%YUM: 50%
100% YUM50/50100% BAGAX
Portfolio after 10yr
$16976739740534.78M
Annual income
$16,943,067,831,674,632,000.00/yr
Blended yield
99.80%
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Analyst Conviction Gap

Where Wall Street is most bullish on YUM right now

BAGAX
No analyst data
Altman Z
1.2
Piotroski
3/9
YUM
Analyst Ratings
18
Buy
30
Hold
3
Sell
Consensus: Hold
Price Target
$173.15
+11.4% 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)

BAGAX buys
0
YUM buys
0
No recent congressional trades found for BAGAX or YUM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBAGAXYUM
Forward yield96.66%1.85%
Annual dividend / share$6.34$2.88
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%51.4%
Portfolio after 10y$33953479481069.46M$107.0K
Annual income after 10y$33,886,135,663,349,223,000.00$39,957.33
Total dividends collected$33949058472929.85M$80.4K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary

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

YearBAGAX PortfolioBAGAX Income/yrYUM PortfolioYUM Income/yrGap
1← crossover$30,033$19,332.68$10,980$280.44+$19.1KBAGAX
2$140,661$108,525.67$12,185$435.72+$128.5KBAGAX
3$1,100,580$950,073.39$13,722$684.14+$1.09MBAGAX
4$15,072,428$13,894,806.70$15,773$1,090.14+$15.06MBAGAX
5$371,808,121$355,680,623.42$18,650$1,773.02+$371.79MBAGAX
6$16,797,768,278$16,399,933,588.66$22,921$2,966.37+$16797.75MBAGAX
7$1,402,881,924,619$1,384,908,312,561.77$29,685$5,158.69+$1402881.89MBAGAX
8$217,691,667,135,638$216,190,583,476,294.90$41,216$9,453.02+$217691667.09MBAGAX
9$62,938,147,402,089,110$62,705,217,318,253,980.00$62,672$18,571.31+$62938147402.03MBAGAX
10$33,953,479,481,069,460,000$33,886,135,663,349,223,000.00$107,016$39,957.33+$33953479481069.36MBAGAX

BAGAX vs YUM: Complete Analysis 2026

BAGAXStock

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 →

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 →
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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.