HomeCompareHFATX vs PEP

HFATX vs PEP: Dividend Comparison 2026

HFATX yields 3.72% · PEP yields 3.66%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $119.2K in total portfolio value· pulled ahead in Year 3
10 years
HFATX
HFATX
● Live price
3.72%
Share price
$7.74
Annual div
$0.29
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.5K
Annual income
$473.22
Full HFATX 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 — HFATX vs PEP

📍 PEP pulled ahead of the other in Year 3

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 PeriodHFATXPEP
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, HFATX + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HFATX
Annual income on $10K today (after 15% tax)
$316.61/yr
After 10yr DRIP, annual income (after tax)
$402.24/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 $53,513.68/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HFATX: 50%PEP: 50%
100% PEP50/50100% HFATX
Portfolio after 10yr
$85.1K
Annual income
$31,951.86/yr
Blended yield
37.56%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

HFATX
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)

HFATX buys
0
PEP buys
0
No recent congressional trades found for HFATX or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFATXPEP
Forward yield3.72%3.66%
Annual dividend / share$0.29$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$25.5K$144.7K
Annual income after 10y$473.22$63,430.49
Total dividends collected$4.3K$125.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearHFATX PortfolioHFATX Income/yrPEP PortfolioPEP Income/yrGap
1$11,072$372.48$10,854$514.44+$218.00HFATX
2$12,233$385.45$11,982$758.21+$251.00HFATX
3← crossover$13,487$397.99$13,526$1,136.44$39.00PEP
4$14,841$410.09$15,727$1,741.93$886.00PEP
5$16,302$421.74$19,012$2,750.28$2.7KPEP
6$17,876$432.94$24,173$4,514.44$6.3KPEP
7$19,571$443.69$32,789$7,793.80$13.2KPEP
8$21,395$453.98$48,258$14,354.51$26.9KPEP
9$23,357$463.82$78,586$28,686.63$55.2KPEP
10$25,465$473.22$144,688$63,430.49$119.2KPEP

HFATX vs PEP: Complete Analysis 2026

HFATXStock

The investment seeks total return through current income and capital appreciation. The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in bonds or other income-producing debt-related securities from developed countries. The managers intend to invest at least 40% of the fund&#39;s net assets outside of the United States and in at least three different countries.

Full HFATX 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 HFATX vs PEP comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

HFATX vs SCHDHFATX vs JEPIHFATX vs OHFATX vs KOHFATX vs MAINHFATX vs MOHFATX vs PMHFATX 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.