Is HBLTX or YUM a better dividend investment in 2026?

HBLTX currently yields 8.03% with a 5% 5-year dividend growth rate. YUM yields 4.00% with 5% growth. The better choice depends on your goal: HBLTX offers higher current income.

What is the dividend yield difference between HBLTX and YUM?

HBLTX has a forward dividend yield of 8.03% ($1.17/share annually). YUM yields 4.00% ($2.00/share annually). The yield gap is 4.03 percentage points.

Home › Compare › HBLTX vs YUM

HBLTX vs YUM: Dividend Comparison 2026

HBLTX yields 8.03% · YUM yields 4.00%● Live data

vsPost on X →

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

🏆 HBLTX wins by $6.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

HBLTX

● Live price

8.03%

Share price

$14.56

Annual div

$1.17

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$34.0K

Annual income

$1,334.02

Full HBLTX 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 — HBLTX vs YUM

📍 HBLTX pulled ahead of the other in Year 1

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 Period	HBLTX	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%.

📅

Dividend Calendar Overlap

Combined, HBLTX + YUM cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

HBLTX pays

YUM pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

HBLTX

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

$682.31/yr

After 10yr DRIP, annual income (after tax)

$1,133.92/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, HBLTX beats the other by $369.61/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

HBLTX: 50%YUM: 50%

100% YUM50/50100% HBLTX

Portfolio after 10yr

$31.0K

Annual income

$1,116.61/yr

Blended yield

3.60%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on YUM right now

HBLTX

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.

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HBLTX buys

YUM buys

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

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

MetricHBLTXYUM

Forward yield	8.03% ✓	4.00%
Annual dividend / share	$1.17	$2.00 ✓
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$34.0K ✓	$28.0K
Annual income after 10y	$1,334.02 ✓	$899.19
Total dividends collected	$10.7K ✓	$6.4K
Payment frequency	quarterly	quarterly
Sector	Stock	Consumer Discretionary

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

Year	HBLTX Portfolio	HBLTX Income/yr	YUM Portfolio	YUM Income/yr	Gap
1← crossover	$11,503	$802.72	$11,120	$420.00	+$383.00 → HBLTX
2	$13,171	$862.94	$12,357	$458.31	+$814.00 → HBLTX
3	$15,016	$923.44	$13,721	$499.76	+$1.3K → HBLTX
4	$17,051	$983.95	$15,227	$544.58	+$1.8K → HBLTX
5	$19,289	$1,044.21	$16,885	$593.02	+$2.4K → HBLTX
6	$21,743	$1,103.97	$18,713	$645.34	+$3.0K → HBLTX
7	$24,428	$1,163.02	$20,724	$701.81	+$3.7K → HBLTX
8	$27,360	$1,221.16	$22,938	$762.73	+$4.4K → HBLTX
9	$30,553	$1,278.21	$25,372	$828.41	+$5.2K → HBLTX
10	$34,026	$1,334.02	$28,047	$899.19	+$6.0K → HBLTX

HBLTX vs YUM: Complete Analysis 2026

HBLTX — Stock

The investment seeks to provide current income with growth of capital as a secondary objective. The fund targets an allocation of approximately 45% equity securities and 55% fixed income investments, with the allocation generally varying by no more than +/-5%. The equity portion of the fund invests primarily in common stocks with a history of above-average dividends or expectations of increasing dividends. It may invest up to 20% of the fixed income portion of the portfolio in domestic non-investment grade debt.

Full HBLTX 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 →

📬

Get this HBLTX vs YUM comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

HBLTX vs SCHD HBLTX vs JEPI HBLTX vs O HBLTX vs KO HBLTX 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.