Is EPDIX or YUM a better dividend investment in 2026?

EPDIX currently yields 6.72% with a 5% 5-year dividend growth rate. YUM yields 4.00% with 5% growth. The better choice depends on your goal: EPDIX offers higher current income.

What is the dividend yield difference between EPDIX and YUM?

EPDIX has a forward dividend yield of 6.72% ($0.97/share annually). YUM yields 4.00% ($2.00/share annually). The yield gap is 2.72 percentage points.

Home › Compare › EPDIX vs YUM

EPDIX vs YUM: Dividend Comparison 2026

EPDIX yields 6.72% · YUM yields 4.00%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 EPDIX wins by $3.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

EPDIX

● Live price

6.72%

Share price

$14.42

Annual div

$0.97

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$31.2K

Annual income

$1,029.54

Full EPDIX calculator →

YUM

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full YUM calculator →

Portfolio growth — EPDIX vs YUM

📍 EPDIX 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 Period	EPDIX	YUM
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, EPDIX + YUM cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

EPDIX pays

YUM pays

Both pay

Neither

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Tax Bracket Optimizer

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

EPDIX

Annual income on $10K today (after 15% tax)

$570.96/yr

After 10yr DRIP, annual income (after tax)

$875.11/yr

YUM

Annual income on $10K today (after 15% tax)

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

At 15% tax rate, EPDIX beats the other by $110.80/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

EPDIX: 50%YUM: 50%

100% YUM50/50100% EPDIX

Portfolio after 10yr

$29.6K

Annual income

$964.37/yr

Blended yield

3.26%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on YUM right now

EPDIX

No analyst data

YUM

Analyst Ratings

Buy

Hold

Sell

Consensus: Hold

Price Target

$173.15

+246.3% 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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EPDIX buys

YUM buys

No recent congressional trades found for EPDIX or YUM in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricEPDIXYUM

Forward yield	6.72% ✓	4.00%
Annual dividend / share	$0.97	$2.00 ✓
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$31.2K ✓	$28.0K
Annual income after 10y	$1,029.54 ✓	$899.19
Total dividends collected	$8.6K ✓	$6.4K
Payment frequency	quarterly	quarterly
Sector	Stock	Consumer Discretionary

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

Year	EPDIX Portfolio	EPDIX Income/yr	YUM Portfolio	YUM Income/yr	Gap
1← crossover	$11,372	$671.71	$11,120	$420.00	+$252.00 → EPDIX
2	$12,882	$713.88	$12,357	$458.31	+$525.00 → EPDIX
3	$14,539	$755.76	$13,721	$499.76	+$818.00 → EPDIX
4	$16,354	$797.20	$15,227	$544.58	+$1.1K → EPDIX
5	$18,337	$838.06	$16,885	$593.02	+$1.5K → EPDIX
6	$20,499	$878.19	$18,713	$645.34	+$1.8K → EPDIX
7	$22,851	$917.50	$20,724	$701.81	+$2.1K → EPDIX
8	$25,407	$955.88	$22,938	$762.73	+$2.5K → EPDIX
9	$28,178	$993.25	$25,372	$828.41	+$2.8K → EPDIX
10	$31,180	$1,029.54	$28,047	$899.19	+$3.1K → EPDIX

EPDIX vs YUM: Complete Analysis 2026

EPDIX — Stock

The investment seeks income and maximize growth of income with capital appreciation as a secondary objective. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of dividend paying companies located in Europe or the Pacific Rim. It will invest primarily in non-U.S. companies. The fund may invest in companies of all capitalizations but the advisor intends to invest a majority of the fund's assets in common stocks of mid-cap and large cap companies that the advisor considers to be value oriented and dividend paying companies.

Full EPDIX Calculator →

YUM — Consumer Discretionary

YUM is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in YUM shares.

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.