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FVALX vs YUM: Dividend Comparison 2026

FVALX yields 2.04% · YUM yields 4.00%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 YUM wins by $5.4K in total portfolio value
10 years
FVALX
FVALX
● Live price
2.04%
Share price
$6.25
Annual div
$0.13
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.7K
Annual income
$232.31
Full FVALX calculator →
YUM
YUM
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full YUM calculator →

Portfolio growth — FVALX vs YUM

📍 YUM 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 PeriodFVALXYUM
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, FVALX + YUM cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

FVALX
Annual income on $10K today (after 15% tax)
$173.10/yr
After 10yr DRIP, annual income (after tax)
$197.46/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, YUM beats the other by $566.85/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FVALX: 50%YUM: 50%
100% YUM50/50100% FVALX
Portfolio after 10yr
$25.4K
Annual income
$565.76/yr
Blended yield
2.23%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on YUM right now

FVALX
No analyst data
YUM
Analyst Ratings
18
Buy
30
Hold
3
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FVALX buys
0
YUM buys
0
No recent congressional trades found for FVALX or YUM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFVALXYUM
Forward yield2.04%4.00% ✓
Annual dividend / share$0.13$2.00 ✓
Payout ratio50%50%
1-year div growth0%5% ✓
5-year div CAGR0%5% ✓
Portfolio after 10y$22.7K$28.0K ✓
Annual income after 10y$232.31$899.19 ✓
Total dividends collected$2.2K$6.4K ✓
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary

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

YearFVALX PortfolioFVALX Income/yrYUM PortfolioYUM Income/yrGap
1← crossover$10,904$203.65$11,120$420.00$216.00 → YUM
2$11,874$207.52$12,357$458.31$483.00 → YUM
3$12,917$211.22$13,721$499.76$804.00 → YUM
4$14,036$214.73$15,227$544.58$1.2K → YUM
5$15,236$218.06$16,885$593.02$1.6K → YUM
6$16,524$221.23$18,713$645.34$2.2K → YUM
7$17,905$224.23$20,724$701.81$2.8K → YUM
8$19,385$227.07$22,938$762.73$3.6K → YUM
9$20,972$229.77$25,372$828.41$4.4K → YUM
10$22,673$232.31$28,047$899.19$5.4K → YUM

FVALX vs YUM: Complete Analysis 2026

FVALX — Stock

The fund invests in the stocks of large U.S. companies that are undervalued and have great appreciation potential. It invests at least 65% of its net assets (at market value at the time of purchase) in the common stocks of large companies that have market capitalizations greater than $5.0 billion. The fund may emphasize sectors more or less than the S&P 500. It may also invest in stock index options. The fund may also take defensive positions when the manager believes that the overall stock market is highly valued or that market conditions warrant it.

Full FVALX 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.