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FHARX vs PEP: Dividend Comparison 2026

FHARX yields 2.90% · PEP yields 3.66%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $120.6K in total portfolio value· pulled ahead in Year 3
10 years
FHARX
FHARX
● Live price
2.90%
Share price
$14.09
Annual div
$0.41
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.1K
Annual income
$350.00
Full FHARX 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 — FHARX vs PEP

📍 PEP pulled ahead of the other in Year 3

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 PeriodFHARXPEP
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, FHARX + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FHARX
Annual income on $10K today (after 15% tax)
$246.74/yr
After 10yr DRIP, annual income (after tax)
$297.50/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 $53,618.42/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FHARX: 50%PEP: 50%
100% PEP50/50100% FHARX
Portfolio after 10yr
$84.4K
Annual income
$31,890.25/yr
Blended yield
37.79%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

FHARX
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)

FHARX buys
0
PEP buys
0
No recent congressional trades found for FHARX or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFHARXPEP
Forward yield2.90%3.66%
Annual dividend / share$0.41$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$24.1K$144.7K
Annual income after 10y$350.00$63,430.49
Total dividends collected$3.2K$125.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearFHARX PortfolioFHARX Income/yrPEP PortfolioPEP Income/yrGap
1$10,990$290.28$10,854$514.44+$136.00FHARX
2$12,058$298.15$11,982$758.21+$76.00FHARX
3← crossover$13,208$305.71$13,526$1,136.44$318.00PEP
4$14,445$312.95$15,727$1,741.93$1.3KPEP
5$15,776$319.89$19,012$2,750.28$3.2KPEP
6$17,207$326.51$24,173$4,514.44$7.0KPEP
7$18,744$332.82$32,789$7,793.80$14.0KPEP
8$20,395$338.84$48,258$14,354.51$27.9KPEP
9$22,167$344.56$78,586$28,686.63$56.4KPEP
10$24,069$350.00$144,688$63,430.49$120.6KPEP

FHARX vs PEP: Complete Analysis 2026

FHARXStock

The investment seeks high total return until its target retirement date; thereafter the fund's objective will be to seek high current income and, as a secondary objective, capital appreciation. The fund invests primarily in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity® funds). The adviser allocates assets according to a neutral asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom® Blend Income Fund, approximately 10 to 19 years after the year 2040.

Full FHARX 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.