HomeCompareBAGSX vs YUM

BAGSX vs YUM: Dividend Comparison 2026

BAGSX yields 3.75% · YUM yields 1.85%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 YUM wins by $81.5K in total portfolio value· pulled ahead in Year 3
10 years
BAGSX
BAGSX
● Live price
3.75%
Share price
$10.27
Annual div
$0.39
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.5K
Annual income
$477.19
Full BAGSX 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 — BAGSX vs YUM

📍 YUM pulled ahead of the other in Year 3

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 PeriodBAGSXYUM
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, BAGSX + YUM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

BAGSX
Annual income on $10K today (after 15% tax)
$318.75/yr
After 10yr DRIP, annual income (after tax)
$405.61/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, YUM beats the other by $33,558.12/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BAGSX: 50%YUM: 50%
100% YUM50/50100% BAGSX
Portfolio after 10yr
$66.3K
Annual income
$20,217.25/yr
Blended yield
30.51%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on YUM right now

BAGSX
No analyst data
Price Target
$10.00
-2.6% upside vs current
Range: $10.00 — $10.00
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)

BAGSX buys
0
YUM buys
0
No recent congressional trades found for BAGSX or YUM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBAGSXYUM
Forward yield3.75%1.85%
Annual dividend / share$0.39$2.88
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%51.4%
Portfolio after 10y$25.5K$107.0K
Annual income after 10y$477.19$39,957.33
Total dividends collected$4.3K$80.4K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary
Analyst price target$10.00$173.15

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

YearBAGSX PortfolioBAGSX Income/yrYUM PortfolioYUM Income/yrGap
1$11,075$375.00$10,980$280.44+$95.00BAGSX
2$12,238$388.15$12,185$435.72+$53.00BAGSX
3← crossover$13,496$400.86$13,722$684.14$226.00YUM
4$14,854$413.13$15,773$1,090.14$919.00YUM
5$16,319$424.95$18,650$1,773.02$2.3KYUM
6$17,897$436.31$22,921$2,966.37$5.0KYUM
7$19,597$447.22$29,685$5,158.69$10.1KYUM
8$21,427$457.66$41,216$9,453.02$19.8KYUM
9$23,394$467.65$62,672$18,571.31$39.3KYUM
10$25,509$477.19$107,016$39,957.33$81.5KYUM

BAGSX vs YUM: Complete Analysis 2026

BAGSXStock

The investment seeks an annual rate of total return, before fund expenses, greater than the annual rate of total return of the Bloomberg U.S. Aggregate Bond Index. The fund normally invests at least 80% of its net assets in the following types of U.S. dollar‑denominated debt obligations: U.S. government and other public‑sector entities; asset‑backed and mortgage‑backed obligations of U.S. and foreign issuers; corporate debt of U.S. and foreign issuers.

Full BAGSX 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 →
📬

Get this BAGSX vs YUM comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

BAGSX vs SCHDBAGSX vs JEPIBAGSX vs OBAGSX vs KOBAGSX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.