HomeCompareJAVTX vs PEP

JAVTX vs PEP: Dividend Comparison 2026

JAVTX yields 6.04% · PEP yields 3.63%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $112.1K in total portfolio value· pulled ahead in Year 5
10 years
JAVTX
JAVTX
● Live price
6.04%
Share price
$78.33
Annual div
$4.73
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.8K
Annual income
$887.89
Full JAVTX calculator →
PEP
PepsiCo Inc.
● Live price
3.63%
Share price
$156.82
Annual div
$5.69
5Y div CAGR
40.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$141.9K
Annual income
$61,875.67
Full PEP calculator →

Portfolio growth — JAVTX 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 PeriodJAVTXPEP
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, JAVTX + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JAVTX
Annual income on $10K today (after 15% tax)
$513.53/yr
After 10yr DRIP, annual income (after tax)
$754.71/yr
PEP
Annual income on $10K today (after 15% tax)
$308.41/yr
After 10yr DRIP, annual income (after tax)
$52,594.32/yr
At 15% tax rate, PEP beats the other by $51,839.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JAVTX: 50%PEP: 50%
100% PEP50/50100% JAVTX
Portfolio after 10yr
$85.9K
Annual income
$31,381.78/yr
Blended yield
36.55%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

JAVTX
No analyst data
PEP
Analyst Ratings
1
Strong
15
Buy
27
Hold
1
Sell
Consensus: Hold
Price Target
$172.43
+10.0% 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)

JAVTX buys
0
PEP buys
0
No recent congressional trades found for JAVTX or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJAVTXPEP
Forward yield6.04%3.63%
Annual dividend / share$4.73$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$29.8K$141.9K
Annual income after 10y$887.89$61,875.67
Total dividends collected$7.5K$123.0K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearJAVTX PortfolioJAVTX Income/yrPEP PortfolioPEP Income/yrGap
1$11,304$604.15$10,849$509.42+$455.00JAVTX
2$12,734$638.27$11,969$750.47+$765.00JAVTX
3$14,297$671.95$13,500$1,124.14+$797.00JAVTX
4$16,003$705.09$15,680$1,721.66+$323.00JAVTX
5← crossover$17,861$737.58$18,929$2,715.34$1.1KPEP
6$19,880$769.36$24,023$4,450.80$4.1KPEP
7$22,072$800.33$32,510$7,669.92$10.4KPEP
8$24,448$830.44$47,709$14,093.60$23.3KPEP
9$27,019$859.64$77,415$28,083.48$50.4KPEP
10$29,798$887.89$141,922$61,875.67$112.1KPEP

JAVTX vs PEP: Complete Analysis 2026

JAVTXStock

The fund pursues its investment objective by investing at least 50% of its equity assets in small-sized companies. It may also invest in larger companies with strong growth potential. Small-sized companies are defined by the portfolio manager as those companies whose market capitalization falls within the range of companies in the Russell 2000® Growth Index at the time of initial purchase. The fund may also invest in foreign securities, which may include investments in emerging markets.

Full JAVTX 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.