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BHBFX vs PEP: Dividend Comparison 2026

BHBFX yields 11.79% · PEP yields 3.63%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $98.4K in total portfolio value· pulled ahead in Year 7
10 years
BHBFX
BHBFX
● Live price
11.79%
Share price
$25.64
Annual div
$3.02
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.5K
Annual income
$2,460.96
Full BHBFX 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 — BHBFX vs PEP

📍 PEP pulled ahead of the other in Year 7

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 PeriodBHBFXPEP
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, BHBFX + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

BHBFX
Annual income on $10K today (after 15% tax)
$1,001.92/yr
After 10yr DRIP, annual income (after tax)
$2,091.82/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 $50,502.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BHBFX: 50%PEP: 50%
100% PEP50/50100% BHBFX
Portfolio after 10yr
$92.7K
Annual income
$32,168.32/yr
Blended yield
34.69%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

BHBFX
No analyst data
Altman Z
1.0
Piotroski
6/9
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)

BHBFX buys
0
PEP buys
0
No recent congressional trades found for BHBFX or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBHBFXPEP
Forward yield11.79%3.63%
Annual dividend / share$3.02$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$43.5K$141.9K
Annual income after 10y$2,460.96$61,875.67
Total dividends collected$18.1K$123.0K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearBHBFX PortfolioBHBFX Income/yrPEP PortfolioPEP Income/yrGap
1$11,879$1,178.73$10,849$509.42+$1.0KBHBFX
2$14,019$1,308.58$11,969$750.47+$2.0KBHBFX
3$16,443$1,443.30$13,500$1,124.14+$2.9KBHBFX
4$19,177$1,582.18$15,680$1,721.66+$3.5KBHBFX
5$22,243$1,724.45$18,929$2,715.34+$3.3KBHBFX
6$25,670$1,869.38$24,023$4,450.80+$1.6KBHBFX
7← crossover$29,483$2,016.21$32,510$7,669.92$3.0KPEP
8$33,711$2,164.21$47,709$14,093.60$14.0KPEP
9$38,383$2,312.68$77,415$28,083.48$39.0KPEP
10$43,531$2,460.96$141,922$61,875.67$98.4KPEP

BHBFX vs PEP: Complete Analysis 2026

BHBFXStock

The fund seeks to achieve its investment objective by investing in equity securities of companies with a market capitalization of over $1 billion and a history of paying dividends, with the ability to increase dividends over time. Under normal market conditions, at least 80% of the fund's net assets (including borrowings for investment purposes) will be invested in dividend paying equity securities.

Full BHBFX 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.