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KMF vs PEP: Dividend Comparison 2026

KMF yields 9.53% · PEP yields 3.63%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $120.6K in total portfolio value· pulled ahead in Year 3
10 years
KMF
KMF
● Live price
9.53%
Share price
$6.72
Annual div
$0.64
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$1.01
Full KMF 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 — KMF vs PEP

📍 PEP pulled ahead of the other in Year 3

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 PeriodKMFPEP
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, KMF + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

KMF
Annual income on $10K today (after 15% tax)
$810.13/yr
After 10yr DRIP, annual income (after tax)
$0.86/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 $52,593.46/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

KMF: 50%PEP: 50%
100% PEP50/50100% KMF
Portfolio after 10yr
$81.6K
Annual income
$30,938.35/yr
Blended yield
37.90%
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Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

KMF
Analyst Ratings
2
Sell
Consensus: Sell
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)

KMF buys
0
PEP buys
0
No recent congressional trades found for KMF or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricKMFPEP
Forward yield9.53%3.63%
Annual dividend / share$0.64$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%40.4%
Portfolio after 10y$21.4K$141.9K
Annual income after 10y$1.01$61,875.67
Total dividends collected$980.00$123.0K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples
Analyst consensusSellHold

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

YearKMF PortfolioKMF Income/yrPEP PortfolioPEP Income/yrGap
1$11,177$476.55$10,849$509.42+$328.00KMF
2$12,208$248.88$11,969$750.47+$239.00KMF
3← crossover$13,189$127.03$13,500$1,124.14$311.00PEP
4$14,177$64.13$15,680$1,721.66$1.5KPEP
5$15,201$32.21$18,929$2,715.34$3.7KPEP
6$16,282$16.14$24,023$4,450.80$7.7KPEP
7$17,429$8.08$32,510$7,669.92$15.1KPEP
8$18,653$4.04$47,709$14,093.60$29.1KPEP
9$19,961$2.02$77,415$28,083.48$57.5KPEP
10$21,360$1.01$141,922$61,875.67$120.6KPEP

KMF vs PEP: Complete Analysis 2026

KMFStock

Kayne Anderson NextGen Energy & Infrastructure, Inc. is a close-ended equity mutual fund launched and managed by KA Fund Advisors, LLC. It invests in public equity markets of North America. The fund primarily invests in companies in the midstream/energy sector consisting of Midstream MLPs, Midstream Companies, Other MLPs and Other Energy companies. It invests in stocks of companies across diversified market capitalizations. Kayne Anderson NextGen Energy & Infrastructure, Inc. was formed on November 24, 2010 and is domiciled in the United States.

Full KMF 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.

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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.