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BCSIX vs PEP: Dividend Comparison 2026

BCSIX yields 139.11% · PEP yields 3.63%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BCSIX wins by $17.01M in total portfolio value
10 years
BCSIX
BCSIX
● Live price
139.11%
Share price
$16.96
Annual div
$23.59
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$17.15M
Annual income
$7,105,104.29
Full BCSIX 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 — BCSIX vs PEP

📍 BCSIX 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 PeriodBCSIXPEP
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%.
📅

Dividend Calendar Overlap

Combined, BCSIX + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

BCSIX
Annual income on $10K today (after 15% tax)
$11,824.62/yr
After 10yr DRIP, annual income (after tax)
$6,039,338.65/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, BCSIX beats the other by $5,986,744.33/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BCSIX: 50%PEP: 50%
100% PEP50/50100% BCSIX
Portfolio after 10yr
$8.65M
Annual income
$3,583,489.98/yr
Blended yield
41.44%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

BCSIX
No analyst data
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)

BCSIX buys
0
PEP buys
0
No recent congressional trades found for BCSIX or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBCSIXPEP
Forward yield139.11%3.63%
Annual dividend / share$23.59$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$17.15M$141.9K
Annual income after 10y$7,105,104.29$61,875.67
Total dividends collected$15.78M$123.0K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearBCSIX PortfolioBCSIX Income/yrPEP PortfolioPEP Income/yrGap
1← crossover$24,611$13,911.32$10,849$509.42+$13.8KBCSIX
2$58,332$31,997.75$11,969$750.47+$46.4KBCSIX
3$133,292$70,877.22$13,500$1,124.14+$119.8KBCSIX
4$293,987$151,363.85$15,680$1,721.66+$278.3KBCSIX
5$626,570$312,004.49$18,929$2,715.34+$607.6KBCSIX
6$1,291,899$621,468.62$24,023$4,450.80+$1.27MBCSIX
7$2,579,883$1,197,551.40$32,510$7,669.92+$2.55MBCSIX
8$4,995,498$2,235,022.69$47,709$14,093.60+$4.95MBCSIX
9$9,389,795$4,044,612.23$77,415$28,083.48+$9.31MBCSIX
10$17,152,184$7,105,104.29$141,922$61,875.67+$17.01MBCSIX

BCSIX vs PEP: Complete Analysis 2026

BCSIXStock

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in the equity securities of those companies with total operating revenues of $500 million or less at the time of the initial investment. It typically invests in common stocks. The advisor seeks to build a portfolio of exceptional small companies with the wherewithal to become exceptional large companies. The fund typically holds a portfolio of between 40 - 65 securities which the advisor believes have the potential for growth.

Full BCSIX 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.