Is BLVAX or PEP a better dividend investment in 2026?

BLVAX currently yields 17.54% with a 5% 5-year dividend growth rate. PEP yields 3.69% with 6.7% growth. The better choice depends on your goal: BLVAX offers higher current income.

What is the dividend yield difference between BLVAX and PEP?

BLVAX has a forward dividend yield of 17.54% ($2.00/share annually). PEP yields 3.69% ($5.42/share annually). The yield gap is 13.85 percentage points.

Home › Compare › BLVAX vs PEP

BLVAX vs PEP: Dividend Comparison 2026

BLVAX yields 17.54% · PEP yields 3.69%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 BLVAX wins by $41.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

BLVAX

● Live price

17.54%

Share price

$11.40

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$62.7K

Annual income

$5,136.87

Full BLVAX calculator →

PEP

PepsiCo Inc.

● Live price

3.69%

Share price

$146.80

Annual div

$5.42

5Y div CAGR

6.7%

Payout ratio

72%

After 10 yrs · $10,000 · DRIP

Portfolio value

$21.5K

Annual income

$1,034.52

Full PEP calculator →

Portfolio growth — BLVAX vs PEP

📍 BLVAX 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 Period	BLVAX	PEP
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, BLVAX + PEP cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

BLVAX 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.

BLVAX

Annual income on $10K today (after 15% tax)

$1,491.23/yr

After 10yr DRIP, annual income (after tax)

$4,366.34/yr

PEP

Annual income on $10K today (after 15% tax)

$313.83/yr

After 10yr DRIP, annual income (after tax)

$879.34/yr

At 15% tax rate, BLVAX beats the other by $3,487.00/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

BLVAX: 50%PEP: 50%

100% PEP50/50100% BLVAX

Portfolio after 10yr

$42.1K

Annual income

$3,085.70/yr

Blended yield

7.33%

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Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

BLVAX

No analyst data

PEP

Analyst Ratings

Strong

Buy

Hold

Sell

Consensus: Hold

Price Target

$172.43

+17.5% 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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BLVAX buys

PEP buys

No recent congressional trades found for BLVAX or PEP in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricBLVAXPEP

Forward yield	17.54% ✓	3.69%
Annual dividend / share	$2.00	$5.42 ✓
Payout ratio	50% ✓	72%
1-year div growth	0%	7.1% ✓
5-year div CAGR	0%	6.7% ✓
Portfolio after 10y	$62.7K ✓	$21.5K
Annual income after 10y	$5,136.87 ✓	$1,034.52
Total dividends collected	$33.2K ✓	$6.6K
Payment frequency	quarterly	quarterly
Sector	Stock	Consumer Staples

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

Year	BLVAX Portfolio	BLVAX Income/yr	PEP Portfolio	PEP Income/yr	Gap
1← crossover	$12,454	$1,754.39	$10,734	$393.95	+$1.7K → BLVAX
2	$15,368	$2,042.04	$11,535	$436.36	+$3.8K → BLVAX
3	$18,799	$2,354.95	$12,411	$483.90	+$6.4K → BLVAX
4	$22,807	$2,692.20	$13,371	$537.26	+$9.4K → BLVAX
5	$27,456	$3,052.53	$14,422	$597.26	+$13.0K → BLVAX
6	$32,812	$3,434.36	$15,578	$664.81	+$17.2K → BLVAX
7	$38,945	$3,835.84	$16,848	$740.97	+$22.1K → BLVAX
8	$45,926	$4,254.92	$18,248	$826.99	+$27.7K → BLVAX
9	$53,830	$4,689.38	$19,793	$924.28	+$34.0K → BLVAX
10	$62,735	$5,136.87	$21,500	$1,034.52	+$41.2K → BLVAX

BLVAX vs PEP: Complete Analysis 2026

BLVAX — Stock

The fund invests at least 80% of its assets in a broadly diversified portfolio of common stocks of large-sized U.S. companies similar in size, at the time of purchase, to those within the Russell 1000® Index. Columbia selects low volatility, undervalued stocks using a unique approach which combines the use of proprietary analytical tools and the qualitative judgments of the investment team. This strategy seeks to provide the fund with lower downside risk and meaningful upside participation relative to the Russell 1000® Index.

Full BLVAX Calculator →

PEP — Consumer Staples

PepsiCo is a Dividend King with 52+ consecutive years of increases. Its diversified portfolio spans beverages and snacks via brands including Pepsi, Gatorade, Lay's, and Quaker. Snack food exposure provides more stable volumes than pure beverages. International expansion in emerging markets drives long-term growth.

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.