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BAGAX vs PEP: Dividend Comparison 2026

BAGAX yields 96.66% · PEP yields 3.66%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BAGAX wins by $33953479481069.32M in total portfolio value
10 years
BAGAX
BAGAX
● Live price
96.66%
Share price
$6.56
Annual div
$6.34
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33953479481069.46M
Annual income
$33,886,135,663,349,223,000.00
Full BAGAX calculator →
PEP
PepsiCo Inc.
● Live price
3.66%
Share price
$155.29
Annual div
$5.69
5Y div CAGR
40.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$144.7K
Annual income
$63,430.49
Full PEP calculator →

Portfolio growth — BAGAX vs PEP

📍 BAGAX 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 PeriodBAGAXPEP
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, BAGAX + PEP cover 0 of 12 monthsgood coverage

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

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

BAGAX
Annual income on $10K today (after 15% tax)
$8,216.39/yr
After 10yr DRIP, annual income (after tax)
$28,803,215,313,846,837,000.00/yr
PEP
Annual income on $10K today (after 15% tax)
$311.45/yr
After 10yr DRIP, annual income (after tax)
$53,915.92/yr
At 15% tax rate, BAGAX beats the other by $28,803,215,313,846,784,000.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of BAGAX + PEP for your $10,000?

BAGAX: 50%PEP: 50%
100% PEP50/50100% BAGAX
Portfolio after 10yr
$16976739740534.80M
Annual income
$16,943,067,831,674,642,000.00/yr
Blended yield
99.80%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

BAGAX
No analyst data
Altman Z
1.2
Piotroski
3/9
PEP
Analyst Ratings
1
Strong
15
Buy
28
Hold
1
Sell
Consensus: Hold
Price Target
$172.43
+11.0% upside vs current
Range: $156.00 — $191.00
Altman Z
3.6
Piotroski
7/9
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)

BAGAX buys
0
PEP buys
6
PoliticianChamberTickerTypeAmountDate
Sheldon Whitehouse🏛 Senate$PEP▼ Sell$1,001 - $15,0002026-02-23
Sheldon Whitehouse🏛 Senate$PEP▼ Sell$1,001 - $15,0002026-02-23
Julia Letlow🏢 House$PEP▲ Buy$1,001 - $15,0002026-02-05
Julie Johnson🏢 House$PEP▼ Sell$1,001 - $15,0002025-12-18
Jared Moskowitz🏢 House$PEP▼ Sell$1,001 - $15,0002025-12-02
Jared Moskowitz🏢 House$PEP▼ Sell$1,001 - $15,0002025-12-02
Jared Moskowitz🏢 House$PEP▼ Sell$15,001 - $50,0002025-12-02
Julie Johnson🏢 House$PEP▼ Sell$1,001 - $15,0002025-11-13
Rich McCormick🏢 House$PEP▲ Buy$1,001 - $15,0002025-11-05
Scott DesJarlais🏢 House$PEP▼ Sell$1,001 - $15,0002025-10-28
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBAGAXPEP
Forward yield96.66%3.66%
Annual dividend / share$6.34$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%40.4%
Portfolio after 10y$33953479481069.46M$144.7K
Annual income after 10y$33,886,135,663,349,223,000.00$63,430.49
Total dividends collected$33949058472929.85M$125.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: BAGAX vs PEP ($10,000, DRIP)

YearBAGAX PortfolioBAGAX Income/yrPEP PortfolioPEP Income/yrGap
1← crossover$30,033$19,332.68$10,854$514.44+$19.2KBAGAX
2$140,661$108,525.67$11,982$758.21+$128.7KBAGAX
3$1,100,580$950,073.39$13,526$1,136.44+$1.09MBAGAX
4$15,072,428$13,894,806.70$15,727$1,741.93+$15.06MBAGAX
5$371,808,121$355,680,623.42$19,012$2,750.28+$371.79MBAGAX
6$16,797,768,278$16,399,933,588.66$24,173$4,514.44+$16797.74MBAGAX
7$1,402,881,924,619$1,384,908,312,561.77$32,789$7,793.80+$1402881.89MBAGAX
8$217,691,667,135,638$216,190,583,476,294.90$48,258$14,354.51+$217691667.09MBAGAX
9$62,938,147,402,089,110$62,705,217,318,253,980.00$78,586$28,686.63+$62938147402.01MBAGAX
10$33,953,479,481,069,460,000$33,886,135,663,349,223,000.00$144,688$63,430.49+$33953479481069.32MBAGAX

BAGAX vs PEP: Complete Analysis 2026

BAGAXStock

The fund normally invests at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of domestic companies. It invests primarily in securities of medium and large market capitalization companies that the Adviser believes have exhibited an above average rate of earnings growth and that have prospects for above average, sustainable growth in the future. Medium and large market capitalization companies are those companies with market capitalizations generally greater than $2 billion at the time of purchase.

Full BAGAX Calculator →

PEPConsumer Staples

PepsiCo, Inc. manufactures, markets, distributes, and sells various beverages and convenient foods worldwide. The company operates through seven segments: Frito-Lay North America; Quaker Foods North America; PepsiCo Beverages North America; Latin America; Europe; Africa, Middle East and South Asia; and Asia Pacific, Australia and New Zealand and China Region. It provides dips, cheese-flavored snacks, and spreads, as well as corn, potato, and tortilla chips; cereals, rice, pasta, mixes and syrups, granola bars, grits, oatmeal, rice cakes, simply granola, and side dishes; beverage concentrates, fountain syrups, and finished goods; ready-to-drink tea, coffee, and juices; dairy products; and sparkling water makers and related products. It serves wholesale and other distributors, foodservice customers, grocery stores, drug stores, convenience stores, discount/dollar stores, mass merchandisers, membership stores, hard discounters, e-commerce retailers and authorized independent bottlers, and others through a network of direct-store-delivery, customer warehouse, and distributor networks, as well as directly to consumers through e-commerce platforms and retailers. The company was founded in 1898 and is headquartered in Purchase, New York.

Full PEP 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.