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HAIAX vs PEP: Dividend Comparison 2026

HAIAX yields 12.20% · PEP yields 3.66%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $100.0K in total portfolio value· pulled ahead in Year 7
10 years
HAIAX
HAIAX
● Live price
12.20%
Share price
$51.61
Annual div
$6.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.7K
Annual income
$2,612.21
Full HAIAX 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 — HAIAX vs PEP

📍 PEP pulled ahead of the other in Year 7

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 PeriodHAIAXPEP
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, HAIAX + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HAIAX
Annual income on $10K today (after 15% tax)
$1,037.33/yr
After 10yr DRIP, annual income (after tax)
$2,220.38/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 $51,695.54/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HAIAX: 50%PEP: 50%
100% PEP50/50100% HAIAX
Portfolio after 10yr
$94.7K
Annual income
$33,021.36/yr
Blended yield
34.87%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

HAIAX
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)

HAIAX buys
0
PEP buys
0
No recent congressional trades found for HAIAX or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHAIAXPEP
Forward yield12.20%3.66%
Annual dividend / share$6.30$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$44.7K$144.7K
Annual income after 10y$2,612.21$63,430.49
Total dividends collected$19.0K$125.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearHAIAX PortfolioHAIAX Income/yrPEP PortfolioPEP Income/yrGap
1$11,920$1,220.39$10,854$514.44+$1.1KHAIAX
2$14,114$1,359.58$11,982$758.21+$2.1KHAIAX
3$16,607$1,504.50$13,526$1,136.44+$3.1KHAIAX
4$19,424$1,654.38$15,727$1,741.93+$3.7KHAIAX
5$22,592$1,808.40$19,012$2,750.28+$3.6KHAIAX
6$26,139$1,965.75$24,173$4,514.44+$2.0KHAIAX
7← crossover$30,094$2,125.61$32,789$7,793.80$2.7KPEP
8$34,488$2,287.15$48,258$14,354.51$13.8KPEP
9$39,352$2,449.61$78,586$28,686.63$39.2KPEP
10$44,719$2,612.21$144,688$63,430.49$100.0KPEP

HAIAX vs PEP: Complete Analysis 2026

HAIAXStock

The investment seeks growth of capital. Under normal circumstances, the fund invests at least 80% of its assets in common stocks. Its portfolio seeks to be broadly diversified by industry and company. The fund may invest in a broad range of market capitalizations, but the advisor tends to focus on large capitalization companies with market capitalizations similar to those of companies in the S&P 500 Index.

Full HAIAX 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.