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SMTAX vs SBUX: Dividend Comparison 2026

SMTAX yields 5.82% · SBUX yields 2.75%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SMTAX wins by $14731.41M in total portfolio value
10 years
SMTAX
SMTAX
● Live price
5.82%
Share price
$22.62
Annual div
$1.32
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$14731.57M
Annual income
$14,260,752,278.22
Full SMTAX 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 — SMTAX vs SBUX

📍 SMTAX 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 PeriodSMTAXSBUX
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, SMTAX + SBUX cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SMTAX 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.

SMTAX
Annual income on $10K today (after 15% tax)
$494.59/yr
After 10yr DRIP, annual income (after tax)
$12,121,639,436.49/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, SMTAX beats the other by $12,121,583,472.38/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 SMTAX + SBUX for your $10,000?

SMTAX: 50%SBUX: 50%
100% SBUX50/50100% SMTAX
Portfolio after 10yr
$7365.86M
Annual income
$7,130,409,059.17/yr
Blended yield
96.80%
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Analyst Conviction Gap

Where Wall Street is most bullish on SBUX right now

SMTAX
No analyst data
Altman Z
0.3
Piotroski
5/9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMTAX buys
0
SBUX buys
0
No recent congressional trades found for SMTAX or SBUX in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMTAXSBUX
Forward yield5.82%2.75%
Annual dividend / share$1.32$2.46
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%48.3%
Portfolio after 10y$14731.57M$157.5K
Annual income after 10y$14,260,752,278.22$65,840.13
Total dividends collected$14698.88M$127.5K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary

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

YearSMTAX PortfolioSMTAX Income/yrSBUX PortfolioSBUX Income/yrGap
1← crossover$11,864$1,163.75$11,107$407.21+$757.00SMTAX
2$15,275$2,580.64$12,512$626.87+$2.8KSMTAX
3$22,555$6,210.53$14,366$978.69+$8.2KSMTAX
4$41,274$17,140.89$16,929$1,557.50+$24.3KSMTAX
5$102,794$58,630.59$20,658$2,543.80+$82.1KSMTAX
6$382,924$272,934.68$26,406$4,302.22+$356.5KSMTAX
7$2,310,149$1,900,420.18$35,877$7,622.00+$2.27MSMTAX
8$23,901,893$21,430,033.68$52,741$14,352.64+$23.85MSMTAX
9$440,014,707$414,439,681.03$85,676$29,243.03+$439.93MSMTAX
10$14,731,568,015$14,260,752,278.22$157,513$65,840.13+$14731.41MSMTAX

SMTAX vs SBUX: Complete Analysis 2026

SMTAXStock

The investment seeks high total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement date. The fund is generally intended for investors who plan to retire around the year 2040 and then withdraw their investment in the fund throughout retirement. It is designed to provide exposure to equity, fixed income and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in other financial instruments.

Full SMTAX 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.