HomeCompareFIDGX vs PEP

FIDGX vs PEP: Dividend Comparison 2026

FIDGX yields 6.36% · PEP yields 3.66%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $114.2K in total portfolio value· pulled ahead in Year 5
10 years
FIDGX
FIDGX
● Live price
6.36%
Share price
$35.10
Annual div
$2.23
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.4K
Annual income
$953.20
Full FIDGX 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 — FIDGX vs PEP

📍 PEP pulled ahead of the other in Year 5

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 PeriodFIDGXPEP
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, FIDGX + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FIDGX
Annual income on $10K today (after 15% tax)
$540.51/yr
After 10yr DRIP, annual income (after tax)
$810.22/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 $53,105.70/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FIDGX: 50%PEP: 50%
100% PEP50/50100% FIDGX
Portfolio after 10yr
$87.6K
Annual income
$32,191.85/yr
Blended yield
36.76%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

FIDGX
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)

FIDGX buys
0
PEP buys
6
PoliticianChamberTickerTypeAmountDate
Sheldon Whitehouse🏛 Senate$PEP▼ Sell$1,001 - $15,0002026-02-23
Sheldon Whitehouse🏛 Senate$PEP▼ Sell$1,001 - $15,0002026-02-23
Julia Letlow🏢 House$PEP▲ Buy$1,001 - $15,0002026-02-05
Julie Johnson🏢 House$PEP▼ Sell$1,001 - $15,0002025-12-18
Jared Moskowitz🏢 House$PEP▼ Sell$1,001 - $15,0002025-12-02
Jared Moskowitz🏢 House$PEP▼ Sell$1,001 - $15,0002025-12-02
Jared Moskowitz🏢 House$PEP▼ Sell$15,001 - $50,0002025-12-02
Julie Johnson🏢 House$PEP▼ Sell$1,001 - $15,0002025-11-13
Rich McCormick🏢 House$PEP▲ Buy$1,001 - $15,0002025-11-05
Scott DesJarlais🏢 House$PEP▼ Sell$1,001 - $15,0002025-10-28
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFIDGXPEP
Forward yield6.36%3.66%
Annual dividend / share$2.23$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$30.4K$144.7K
Annual income after 10y$953.20$63,430.49
Total dividends collected$8.0K$125.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearFIDGX PortfolioFIDGX Income/yrPEP PortfolioPEP Income/yrGap
1$11,336$635.90$10,854$514.44+$482.00FIDGX
2$12,803$673.69$11,982$758.21+$821.00FIDGX
3$14,410$711.11$13,526$1,136.44+$884.00FIDGX
4$16,167$748.02$15,727$1,741.93+$440.00FIDGX
5← crossover$18,083$784.31$19,012$2,750.28$929.00PEP
6$20,169$819.87$24,173$4,514.44$4.0KPEP
7$22,435$854.61$32,789$7,793.80$10.4KPEP
8$24,894$888.45$48,258$14,354.51$23.4KPEP
9$27,558$921.33$78,586$28,686.63$51.0KPEP
10$30,440$953.20$144,688$63,430.49$114.2KPEP

FIDGX vs PEP: Complete Analysis 2026

FIDGXStock

The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests at least 80% of its assets in securities of companies with small market capitalizations. The fund invests in companies that Fidelity Management & Research Company (FMR) believes have above-average growth potential (stocks of these companies are often called "growth" stocks). It invests in domestic and foreign issuers. The fund uses fundamental analysis of factors such as each issuer&#39;s financial condition and industry position, as well as market and economic conditions, to select investments.

Full FIDGX 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.