HomeCompareHWCCX vs PEP

HWCCX vs PEP: Dividend Comparison 2026

HWCCX yields 6.41% · PEP yields 3.69%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HWCCX wins by $9.0K in total portfolio value
10 years
HWCCX
HWCCX
● Live price
6.41%
Share price
$31.22
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.5K
Annual income
$963.09
Full HWCCX calculator →
PEP
PepsiCo Inc.
● Live price
3.69%
Share price
$146.80
Annual div
$5.42
5Y div CAGR
6.7%
Payout ratio
72%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.5K
Annual income
$1,034.52
Full PEP calculator →

Portfolio growth — HWCCX vs PEP

📍 HWCCX pulled ahead of the other in Year 1

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 PeriodHWCCXPEP
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, HWCCX + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HWCCX
Annual income on $10K today (after 15% tax)
$544.52/yr
After 10yr DRIP, annual income (after tax)
$818.63/yr
PEP
Annual income on $10K today (after 15% tax)
$313.83/yr
After 10yr DRIP, annual income (after tax)
$879.34/yr
At 15% tax rate, PEP beats the other by $60.72/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HWCCX: 50%PEP: 50%
100% PEP50/50100% HWCCX
Portfolio after 10yr
$26.0K
Annual income
$998.81/yr
Blended yield
3.84%
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Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

HWCCX
No analyst data
PEP
Analyst Ratings
1
Strong
15
Buy
27
Hold
1
Sell
Consensus: Hold
Price Target
$172.43
+17.5% 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)

HWCCX buys
0
PEP buys
0
No recent congressional trades found for HWCCX or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHWCCXPEP
Forward yield6.41%3.69%
Annual dividend / share$2.00$5.42
Payout ratio50%72%
1-year div growth0%7.1%
5-year div CAGR0%6.7%
Portfolio after 10y$30.5K$21.5K
Annual income after 10y$963.09$1,034.52
Total dividends collected$8.1K$6.6K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearHWCCX PortfolioHWCCX Income/yrPEP PortfolioPEP Income/yrGap
1← crossover$11,341$640.61$10,734$393.95+$607.00HWCCX
2$12,813$678.97$11,535$436.36+$1.3KHWCCX
3$14,427$716.96$12,411$483.90+$2.0KHWCCX
4$16,192$754.45$13,371$537.26+$2.8KHWCCX
5$18,116$791.32$14,422$597.26+$3.7KHWCCX
6$20,212$827.47$15,578$664.81+$4.6KHWCCX
7$22,490$862.79$16,848$740.97+$5.6KHWCCX
8$24,961$897.21$18,248$826.99+$6.7KHWCCX
9$27,639$930.66$19,793$924.28+$7.8KHWCCX
10$30,537$963.09$21,500$1,034.52+$9.0KHWCCX

HWCCX vs PEP: Complete Analysis 2026

HWCCXStock

The investment seeks capital appreciation. The fund normally invests in equity securities of large capitalization companies that are considered by the Advisor to be undervalued. The Advisor currently considers large cap companies to be those with market capitalizations like those found in the Russell 1000® Index, although the Advisor will generally not purchase stock in a company with a market capitalization of less than $3 billion.

Full HWCCX Calculator →

PEPConsumer Staples

PepsiCo is a Dividend King with 52+ consecutive years of increases. Its diversified portfolio spans beverages and snacks via brands including Pepsi, Gatorade, Lay's, and Quaker. Snack food exposure provides more stable volumes than pure beverages. International expansion in emerging markets drives long-term growth.

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.