HomeCompareHLPPX vs MCD

HLPPX vs MCD: Dividend Comparison 2026

HLPPX yields 7.65% · MCD yields 2.34%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MCD wins by $44.6K in total portfolio value· pulled ahead in Year 7
10 years
HLPPX
HLPPX
● Live price
7.65%
Share price
$9.31
Annual div
$0.71
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.2K
Annual income
$1,243.14
Full HLPPX calculator →
MCD
McDonald's Corporation
● Live price
2.34%
Share price
$310.79
Annual div
$7.26
5Y div CAGR
42.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$77.7K
Annual income
$25,833.37
Full MCD calculator →

Portfolio growth — HLPPX vs MCD

📍 MCD pulled ahead of the other in Year 7

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 PeriodHLPPXMCD
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, HLPPX + MCD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HLPPX
Annual income on $10K today (after 15% tax)
$650.60/yr
After 10yr DRIP, annual income (after tax)
$1,056.67/yr
MCD
Annual income on $10K today (after 15% tax)
$198.56/yr
After 10yr DRIP, annual income (after tax)
$21,958.36/yr
At 15% tax rate, MCD beats the other by $20,901.70/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HLPPX: 50%MCD: 50%
100% MCD50/50100% HLPPX
Portfolio after 10yr
$55.5K
Annual income
$13,538.26/yr
Blended yield
24.41%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MCD right now

HLPPX
No analyst data
MCD
Analyst Ratings
37
Buy
23
Hold
1
Sell
Consensus: Buy
Price Target
$351.76
+13.2% 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)

HLPPX buys
0
MCD buys
0
No recent congressional trades found for HLPPX or MCD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHLPPXMCD
Forward yield7.65%2.34%
Annual dividend / share$0.71$7.26
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%42.3%
Portfolio after 10y$33.2K$77.7K
Annual income after 10y$1,243.14$25,833.37
Total dividends collected$10.1K$57.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary

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

YearHLPPX PortfolioHLPPX Income/yrMCD PortfolioMCD Income/yrGap
1$11,465$765.41$10,812$332.41+$653.00HLPPX
2$13,088$820.17$11,819$488.02+$1.3KHLPPX
3$14,879$875.00$13,111$724.37+$1.8KHLPPX
4$16,851$929.67$14,832$1,091.05+$2.0KHLPPX
5$19,014$983.95$17,219$1,675.85+$1.8KHLPPX
6$21,383$1,037.65$20,688$2,641.85+$695.00HLPPX
7← crossover$23,970$1,090.58$25,990$4,309.70$2.0KMCD
8$26,791$1,142.56$34,590$7,351.77$7.8KMCD
9$29,859$1,193.46$49,535$13,285.25$19.7KMCD
10$33,193$1,243.14$77,746$25,833.37$44.6KMCD

HLPPX vs MCD: Complete Analysis 2026

HLPPXStock

The investment seeks long-term capital growth and current income. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry and other real estate related investments. The advisor considers a company to be principally engaged in the real estate industry if it either (i) derives at least 50% of its revenues from the ownership, construction, financing, management or sale of commercial or residential real estate or (ii) has at least 50% of its assets in real estate or such real estate businesses.

Full HLPPX Calculator →

MCDConsumer Discretionary

McDonald's Corporation operates and franchises McDonald's restaurants in the United States and internationally. Its restaurants offer hamburgers and cheeseburgers, chicken sandwiches and nuggets, wraps, fries, salads, oatmeal, shakes, desserts, sundaes, soft serve cones, bakery items, soft drinks, coffee, and beverages and other beverages, as well as breakfast menu, including biscuit and bagel sandwiches, breakfast burritos, hotcakes, and other sandwiches. As of December 31, 2021, the company operated 40,031 restaurants. McDonald's Corporation was founded in 1940 and is headquartered in Chicago, Illinois.

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.