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BAGIX vs PEP: Dividend Comparison 2026

BAGIX yields 4.19% · PEP yields 3.63%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $115.6K in total portfolio value· pulled ahead in Year 4
10 years
BAGIX
BAGIX
● Live price
4.19%
Share price
$9.82
Annual div
$0.41
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.3K
Annual income
$548.02
Full BAGIX calculator →
PEP
PepsiCo Inc.
● Live price
3.63%
Share price
$156.82
Annual div
$5.69
5Y div CAGR
40.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$141.9K
Annual income
$61,875.67
Full PEP calculator →

Portfolio growth — BAGIX vs PEP

📍 PEP 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 PeriodBAGIXPEP
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, BAGIX + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

BAGIX
Annual income on $10K today (after 15% tax)
$356.05/yr
After 10yr DRIP, annual income (after tax)
$465.82/yr
PEP
Annual income on $10K today (after 15% tax)
$308.41/yr
After 10yr DRIP, annual income (after tax)
$52,594.32/yr
At 15% tax rate, PEP beats the other by $52,128.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BAGIX: 50%PEP: 50%
100% PEP50/50100% BAGIX
Portfolio after 10yr
$84.1K
Annual income
$31,211.85/yr
Blended yield
37.11%
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Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

BAGIX
No analyst data
Price Target
$27.00
+174.9% upside vs current
Range: $27.00 — $27.00
PEP
Analyst Ratings
1
Strong
15
Buy
27
Hold
1
Sell
Consensus: Hold
Price Target
$172.43
+10.0% 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)

BAGIX buys
1
PEP buys
0
PoliticianChamberTickerTypeAmountDate
Carol Devine Miller🏢 House$BAGIX▲ Buy$1,001 - $15,0002022-11-02
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBAGIXPEP
Forward yield4.19%3.63%
Annual dividend / share$0.41$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$26.3K$141.9K
Annual income after 10y$548.02$61,875.67
Total dividends collected$4.9K$123.0K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples
Analyst price target$27.00$172.43

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

YearBAGIX PortfolioBAGIX Income/yrPEP PortfolioPEP Income/yrGap
1$11,119$418.88$10,849$509.42+$270.00BAGIX
2$12,332$435.28$11,969$750.47+$363.00BAGIX
3$13,647$451.20$13,500$1,124.14+$147.00BAGIX
4← crossover$15,069$466.63$15,680$1,721.66$611.00PEP
5$16,605$481.54$18,929$2,715.34$2.3KPEP
6$18,264$495.92$24,023$4,450.80$5.8KPEP
7$20,052$509.77$32,510$7,669.92$12.5KPEP
8$21,978$523.06$47,709$14,093.60$25.7KPEP
9$24,053$535.82$77,415$28,083.48$53.4KPEP
10$26,284$548.02$141,922$61,875.67$115.6KPEP

BAGIX vs PEP: Complete Analysis 2026

BAGIXStock

The fund normally invests at least 80% of its net assets in the following types of U.S. dollar-denominated debt obligations: U.S. government and other public-sector entities; asset-backed and mortgage-backed obligations of U.S. and foreign issuers; corporate debt of U.S. and foreign issuers.

Full BAGIX 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.