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VALIX vs SBUX: Dividend Comparison 2026

VALIX yields 6.70% · SBUX yields 2.84%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SBUX wins by $135.9K in total portfolio value· pulled ahead in Year 4
10 years
VALIX
VALIX
● Live price
6.70%
Share price
$12.94
Annual div
$0.87
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.1K
Annual income
$1,025.57
Full VALIX calculator →
SBUX
SBUX
● Live price
2.84%
Share price
$86.72
Annual div
$2.46
5Y div CAGR
48.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$167.0K
Annual income
$71,136.45
Full SBUX calculator →

Portfolio growth — VALIX vs SBUX

📍 SBUX pulled ahead of the other in Year 4

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 PeriodVALIXSBUX
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, VALIX + SBUX cover 0 of 12 monthsgood coverage

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

VALIX
Annual income on $10K today (after 15% tax)
$569.40/yr
After 10yr DRIP, annual income (after tax)
$871.73/yr
SBUX
Annual income on $10K today (after 15% tax)
$241.12/yr
After 10yr DRIP, annual income (after tax)
$60,465.98/yr
At 15% tax rate, SBUX beats the other by $59,594.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VALIX: 50%SBUX: 50%
100% SBUX50/50100% VALIX
Portfolio after 10yr
$99.1K
Annual income
$36,081.02/yr
Blended yield
36.42%
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Analyst Conviction Gap

Where Wall Street is most bullish on SBUX right now

VALIX
No analyst data
SBUX
Analyst Ratings
28
Buy
27
Hold
3
Sell
Consensus: Buy
Price Target
$104.00
+19.9% 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)

VALIX buys
0
SBUX buys
0
No recent congressional trades found for VALIX or SBUX in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVALIXSBUX
Forward yield6.70%2.84%
Annual dividend / share$0.87$2.46
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%48.3%
Portfolio after 10y$31.1K$167.0K
Annual income after 10y$1,025.57$71,136.45
Total dividends collected$8.5K$136.4K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary

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

YearVALIX PortfolioVALIX Income/yrSBUX PortfolioSBUX Income/yrGap
1$11,370$669.88$11,121$420.68+$249.00VALIX
2$12,878$711.82$12,548$648.40+$330.00VALIX
3$14,533$753.47$14,440$1,013.98+$93.00VALIX
4← crossover$16,344$794.67$17,068$1,617.30$724.00SBUX
5$18,324$835.29$20,912$2,649.52$2.6KSBUX
6$20,482$875.18$26,875$4,499.29$6.4KSBUX
7$22,830$914.25$36,771$8,014.12$13.9KSBUX
8$25,380$952.39$54,542$15,197.11$29.2KSBUX
9$28,146$989.52$89,602$31,242.49$61.5KSBUX
10$31,142$1,025.57$167,011$71,136.45$135.9KSBUX

VALIX vs SBUX: Complete Analysis 2026

VALIXStock

The fund allocates its assets amongst equity securities, fixed income securities and money market instruments. It invests not less than 50% of its net assets in common or preferred stocks or securities convertible into common stock which may or may not pay dividends. The balance of the fund's net assets are primarily invested in U.S. government securities, investment grade debt securities rated at the time of purchase from the highest (AAA) to medium (BBB) quality, other fixed income securities or cash equivalents.

Full VALIX 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.