HomeCompareCSGZX vs PEP

CSGZX vs PEP: Dividend Comparison 2026

CSGZX yields 8.32% · PEP yields 3.69%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CSGZX wins by $13.2K in total portfolio value
10 years
CSGZX
CSGZX
● Live price
8.32%
Share price
$94.39
Annual div
$7.85
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.7K
Annual income
$1,406.63
Full CSGZX 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 — CSGZX vs PEP

📍 CSGZX 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 PeriodCSGZXPEP
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, CSGZX + PEP cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CSGZX 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.

CSGZX
Annual income on $10K today (after 15% tax)
$706.82/yr
After 10yr DRIP, annual income (after tax)
$1,195.64/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, CSGZX beats the other by $316.29/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 CSGZX + PEP for your $10,000?

CSGZX: 50%PEP: 50%
100% PEP50/50100% CSGZX
Portfolio after 10yr
$28.1K
Annual income
$1,220.58/yr
Blended yield
4.35%
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Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

CSGZX
No analyst data
PEP
Analyst Ratings
1
Strong
15
Buy
27
Hold
1
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CSGZX buys
0
PEP buys
0
No recent congressional trades found for CSGZX or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCSGZXPEP
Forward yield8.32%3.69%
Annual dividend / share$7.85$5.42
Payout ratio50%72%
1-year div growth0%7.1%
5-year div CAGR0%6.7%
Portfolio after 10y$34.7K$21.5K
Annual income after 10y$1,406.63$1,034.52
Total dividends collected$11.2K$6.6K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearCSGZX PortfolioCSGZX Income/yrPEP PortfolioPEP Income/yrGap
1← crossover$11,532$831.55$10,734$393.95+$798.00CSGZX
2$13,235$896.18$11,535$436.36+$1.7KCSGZX
3$15,123$961.27$12,411$483.90+$2.7KCSGZX
4$17,208$1,026.52$13,371$537.26+$3.8KCSGZX
5$19,504$1,091.64$14,422$597.26+$5.1KCSGZX
6$22,026$1,156.36$15,578$664.81+$6.4KCSGZX
7$24,788$1,220.44$16,848$740.97+$7.9KCSGZX
8$27,807$1,283.64$18,248$826.99+$9.6KCSGZX
9$31,099$1,345.76$19,793$924.28+$11.3KCSGZX
10$34,682$1,406.63$21,500$1,034.52+$13.2KCSGZX

CSGZX vs PEP: Complete Analysis 2026

CSGZXStock

The investment seeks long-term capital appreciation. The fund generally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of U.S. and non-U.S. companies with business operations in technology and technology-related industries. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., have their securities traded on non-U.S. exchanges or have been formed under the laws of non-U.S. countries. The fund is non-diversified.

Full CSGZX Calculator →

PEPConsumer 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.