HomeCompareFGDFX vs PEP

FGDFX vs PEP: Dividend Comparison 2026

FGDFX yields 13.95% · PEP yields 3.66%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $94.7K in total portfolio value· pulled ahead in Year 7
10 years
FGDFX
FGDFX
● Live price
13.95%
Share price
$14.34
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$50.0K
Annual income
$3,310.88
Full FGDFX calculator →
PEP
PepsiCo Inc.
● Live price
3.66%
Share price
$155.29
Annual div
$5.69
5Y div CAGR
40.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$144.7K
Annual income
$63,430.49
Full PEP calculator →

Portfolio growth — FGDFX vs PEP

📍 PEP pulled ahead of the other in Year 7

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodFGDFXPEP
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, FGDFX + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FGDFX
Annual income on $10K today (after 15% tax)
$1,185.50/yr
After 10yr DRIP, annual income (after tax)
$2,814.25/yr
PEP
Annual income on $10K today (after 15% tax)
$311.45/yr
After 10yr DRIP, annual income (after tax)
$53,915.92/yr
At 15% tax rate, PEP beats the other by $51,101.67/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FGDFX: 50%PEP: 50%
100% PEP50/50100% FGDFX
Portfolio after 10yr
$97.3K
Annual income
$33,370.69/yr
Blended yield
34.28%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

FGDFX
No analyst data
PEP
Analyst Ratings
1
Strong
15
Buy
28
Hold
1
Sell
Consensus: Hold
Price Target
$172.43
+11.0% 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)

FGDFX buys
0
PEP buys
0
No recent congressional trades found for FGDFX or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFGDFXPEP
Forward yield13.95%3.66%
Annual dividend / share$2.00$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$50.0K$144.7K
Annual income after 10y$3,310.88$63,430.49
Total dividends collected$23.1K$125.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearFGDFX PortfolioFGDFX Income/yrPEP PortfolioPEP Income/yrGap
1$12,095$1,394.70$10,854$514.44+$1.2KFGDFX
2$14,518$1,576.49$11,982$758.21+$2.5KFGDFX
3$17,303$1,768.54$13,526$1,136.44+$3.8KFGDFX
4$20,484$1,969.89$15,727$1,741.93+$4.8KFGDFX
5$24,097$2,179.48$19,012$2,750.28+$5.1KFGDFX
6$28,180$2,396.21$24,173$4,514.44+$4.0KFGDFX
7← crossover$32,772$2,618.90$32,789$7,793.80$17.00PEP
8$37,912$2,846.37$48,258$14,354.51$10.3KPEP
9$43,643$3,077.42$78,586$28,686.63$34.9KPEP
10$50,009$3,310.88$144,688$63,430.49$94.7KPEP

FGDFX vs PEP: Complete Analysis 2026

FGDFXStock

The investment seeks long-term growth of capital. Normally the fund invests assets in a combination of five Fidelity funds, each of which normally invests in equity securities of companies that represent a disruptive theme. Fidelity's disruptive strategies seek to identify innovative developments that could signal new directions for delivering products and services to customers.

Full FGDFX 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 →
📬

Get this FGDFX vs PEP comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

FGDFX vs SCHDFGDFX vs JEPIFGDFX vs OFGDFX vs KOFGDFX vs MAINFGDFX vs MOFGDFX vs PMFGDFX vs GIS

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.