HomeCompareJBFRX vs PEP

JBFRX vs PEP: Dividend Comparison 2026

JBFRX yields 4.47% · PEP yields 3.66%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $117.9K in total portfolio value· pulled ahead in Year 4
10 years
JBFRX
JBFRX
● Live price
4.47%
Share price
$13.50
Annual div
$0.60
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.8K
Annual income
$594.76
Full JBFRX 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 — JBFRX vs PEP

📍 PEP pulled ahead of the other in Year 4

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 PeriodJBFRXPEP
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, JBFRX + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JBFRX
Annual income on $10K today (after 15% tax)
$379.69/yr
After 10yr DRIP, annual income (after tax)
$505.55/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 $53,410.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JBFRX: 50%PEP: 50%
100% PEP50/50100% JBFRX
Portfolio after 10yr
$85.7K
Annual income
$32,012.63/yr
Blended yield
37.34%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

JBFRX
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)

JBFRX buys
0
PEP buys
0
No recent congressional trades found for JBFRX or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJBFRXPEP
Forward yield4.47%3.66%
Annual dividend / share$0.60$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$26.8K$144.7K
Annual income after 10y$594.76$63,430.49
Total dividends collected$5.2K$125.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearJBFRX PortfolioJBFRX Income/yrPEP PortfolioPEP Income/yrGap
1$11,147$446.69$10,854$514.44+$293.00JBFRX
2$12,392$465.34$11,982$758.21+$410.00JBFRX
3$13,743$483.49$13,526$1,136.44+$217.00JBFRX
4← crossover$15,206$501.12$15,727$1,741.93$521.00PEP
5$16,789$518.20$19,012$2,750.28$2.2KPEP
6$18,499$534.70$24,173$4,514.44$5.7KPEP
7$20,345$550.62$32,789$7,793.80$12.4KPEP
8$22,335$565.93$48,258$14,354.51$25.9KPEP
9$24,479$580.65$78,586$28,686.63$54.1KPEP
10$26,787$594.76$144,688$63,430.49$117.9KPEP

JBFRX vs PEP: Complete Analysis 2026

JBFRXStock

The investment seeks a high level of current income consistent with prudent investment risk. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of bonds. The advisor contemplates that at least 75% of its net assets will be in investment-grade debt securities and cash and cash equivalents. It will not invest more than 10% of its total assets in securities denominated in foreign currencies. Under normal market conditions, the advisor does not anticipate investing more than 25% of its total assets in U.S. dollar-denominated foreign securities (excluding Canadian securities).

Full JBFRX 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.