HomeCompareCWCFX vs MCD

CWCFX vs MCD: Dividend Comparison 2026

CWCFX yields 0.43% · MCD yields 2.27%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MCD wins by $702.00 in total portfolio value· pulled ahead in Year 4
10 years
CWCFX
CWCFX
● Live price
0.43%
Share price
$11.80
Annual div
$0.05
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.3K
Annual income
$44.45
Full CWCFX calculator →
MCD
McDonald's Corporation
● Live price
2.27%
Share price
$294.50
Annual div
$6.68
5Y div CAGR
8.5%
Payout ratio
72%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.0K
Annual income
$652.30
Full MCD calculator →

Portfolio growth — CWCFX vs MCD

📍 MCD pulled ahead of the other in Year 4

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 PeriodCWCFXMCD
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, CWCFX + MCD cover 0 of 12 monthsgood coverage

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

CWCFX
Annual income on $10K today (after 15% tax)
$36.74/yr
After 10yr DRIP, annual income (after tax)
$37.78/yr
MCD
Annual income on $10K today (after 15% tax)
$192.80/yr
After 10yr DRIP, annual income (after tax)
$554.45/yr
At 15% tax rate, MCD beats the other by $516.67/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CWCFX: 50%MCD: 50%
100% MCD50/50100% CWCFX
Portfolio after 10yr
$20.6K
Annual income
$348.38/yr
Blended yield
1.69%
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Analyst Conviction Gap

Where Wall Street is most bullish on MCD right now

CWCFX
No analyst data
MCD
Analyst Ratings
37
Buy
23
Hold
1
Sell
Consensus: Buy
Price Target
$351.76
+19.4% 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)

CWCFX buys
0
MCD buys
0
No recent congressional trades found for CWCFX or MCD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCWCFXMCD
Forward yield0.43%2.27%
Annual dividend / share$0.05$6.68
Payout ratio50%72%
1-year div growth0%10%
5-year div CAGR0%8.5%
Portfolio after 10y$20.3K$21.0K
Annual income after 10y$44.45$652.30
Total dividends collected$439.00$4.2K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary

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

YearCWCFX PortfolioCWCFX Income/yrMCD PortfolioMCD Income/yrGap
1$10,743$43.22$10,726$246.11+$17.00CWCFX
2$11,539$43.39$11,514$273.29+$25.00CWCFX
3$12,390$43.56$12,371$303.73+$19.00CWCFX
4← crossover$13,301$43.71$13,302$337.85$1.00MCD
5$14,276$43.86$14,317$376.12$41.00MCD
6$15,319$43.99$15,423$419.10$104.00MCD
7$16,436$44.12$16,631$467.42$195.00MCD
8$17,630$44.24$17,951$521.82$321.00MCD
9$18,909$44.35$19,396$583.12$487.00MCD
10$20,277$44.45$20,979$652.30$702.00MCD

CWCFX vs MCD: Complete Analysis 2026

CWCFXStock

The fund seeks to achieve long-term capital appreciation by investing in undervalued equity securities. It invests primarily in common stocks of companies with market capitalizations of $1 billion or more. The fund may invest more than 20% of its assets in a particular sector. It is non-diversified.

Full CWCFX Calculator →

MCDConsumer Discretionary

McDonald's is a Dividend Aristocrat with 48+ consecutive years of increases. As the world's most visited fast food brand with 40,000+ locations, its franchise model generates high-margin royalties. MCD's real estate holdings (owning land under many franchised locations) create an additional asset floor supporting long-term value.

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.