HomeCompareNWGSX vs SBUX

NWGSX vs SBUX: Dividend Comparison 2026

NWGSX yields 27.94% · SBUX yields 2.75%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SBUX wins by $40.1K in total portfolio value· pulled ahead in Year 10
10 years
NWGSX
NWGSX
● Live price
27.94%
Share price
$21.27
Annual div
$5.94
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$117.5K
Annual income
$14,609.47
Full NWGSX calculator →
SBUX
SBUX
● Live price
2.75%
Share price
$89.59
Annual div
$2.46
5Y div CAGR
48.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$157.5K
Annual income
$65,840.13
Full SBUX calculator →

Portfolio growth — NWGSX vs SBUX

📍 SBUX pulled ahead of the other in Year 10

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 PeriodNWGSXSBUX
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, NWGSX + SBUX cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
NWGSX pays
SBUX pays
Both pay
Neither
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Tax Bracket Optimizer

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

NWGSX
Annual income on $10K today (after 15% tax)
$2,375.09/yr
After 10yr DRIP, annual income (after tax)
$12,418.05/yr
SBUX
Annual income on $10K today (after 15% tax)
$233.40/yr
After 10yr DRIP, annual income (after tax)
$55,964.11/yr
At 15% tax rate, SBUX beats the other by $43,546.06/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of NWGSX + SBUX for your $10,000?

NWGSX: 50%SBUX: 50%
100% SBUX50/50100% NWGSX
Portfolio after 10yr
$137.5K
Annual income
$40,224.79/yr
Blended yield
29.26%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SBUX right now

NWGSX
No analyst data
SBUX
Analyst Ratings
28
Buy
27
Hold
3
Sell
Consensus: Buy
Price Target
$104.00
+16.1% upside vs current
Range: $90.00 — $120.00
Altman Z
2.6
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)

NWGSX buys
0
SBUX buys
0
No recent congressional trades found for NWGSX or SBUX in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNWGSXSBUX
Forward yield27.94%2.75%
Annual dividend / share$5.94$2.46
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%48.3%
Portfolio after 10y$117.5K$157.5K
Annual income after 10y$14,609.47$65,840.13
Total dividends collected$77.9K$127.5K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary

Year-by-year: NWGSX vs SBUX ($10,000, DRIP)

YearNWGSX PortfolioNWGSX Income/yrSBUX PortfolioSBUX Income/yrGap
1$13,494$2,794.23$11,107$407.21+$2.4KNWGSX
2$17,963$3,523.92$12,512$626.87+$5.5KNWGSX
3$23,604$4,383.96$14,366$978.69+$9.2KNWGSX
4$30,640$5,383.91$16,929$1,557.50+$13.7KNWGSX
5$39,317$6,531.60$20,658$2,543.80+$18.7KNWGSX
6$49,902$7,832.85$26,406$4,302.22+$23.5KNWGSX
7$62,686$9,291.26$35,877$7,622.00+$26.8KNWGSX
8$77,982$10,908.03$52,741$14,352.64+$25.2KNWGSX
9$96,123$12,681.97$85,676$29,243.03+$10.4KNWGSX
10← crossover$117,461$14,609.47$157,513$65,840.13$40.1KSBUX

NWGSX vs SBUX: Complete Analysis 2026

NWGSXStock

The fund invests primarily in stocks of U.S. small-cap companies that the subadviser believes have improving earnings growth potential and attractive valuation. Under normal circumstances, it will invest at least 80% of its net assets in equity securities of small-cap companies whose capitalization is within the range of the market capitalization of the companies in the Russell 2000® Index. The fund may invest up to 20% of its net assets in foreign securities.

Full NWGSX Calculator →

SBUXConsumer Discretionary

Starbucks Corporation, together with its subsidiaries, operates as a roaster, marketer, and retailer of specialty coffee worldwide. The company operates through three segments: North America, International, and Channel Development. Its stores offer coffee and tea beverages, roasted whole beans and ground coffees, single serve products, and ready-to-drink beverages; and various food products, such as pastries, breakfast sandwiches, and lunch items. The company also licenses its trademarks through licensed stores, and grocery and foodservice accounts. The company offers its products under the Starbucks, Teavana, Seattle's Best Coffee, Evolution Fresh, Ethos, Starbucks Reserve, and Princi brands. As of October 3, 2021, it operated 16,826 company-operated and licensed stores in North America; and 17,007 company-operated and licensed stores internationally. The company was founded in 1971 and is based in Seattle, Washington.

Full SBUX 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.