HomeCompareLRFC vs PEP

LRFC vs PEP: Dividend Comparison 2026

LRFC yields 5.50% · PEP yields 3.63%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $121.3K in total portfolio value· pulled ahead in Year 2
10 years
LRFC
LRFC
● Live price
5.50%
Share price
$19.08
Annual div
$1.05
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.6K
Annual income
$0.56
Full LRFC 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 — LRFC vs PEP

📍 PEP pulled ahead of the other in Year 2

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 PeriodLRFCPEP
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, LRFC + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

LRFC
Annual income on $10K today (after 15% tax)
$467.77/yr
After 10yr DRIP, annual income (after tax)
$0.48/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 $52,593.84/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LRFC: 50%PEP: 50%
100% PEP50/50100% LRFC
Portfolio after 10yr
$81.3K
Annual income
$30,938.12/yr
Blended yield
38.06%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

LRFC
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
-0.3
Piotroski
7/9
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)

LRFC buys
0
PEP buys
0
No recent congressional trades found for LRFC or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLRFCPEP
Forward yield5.50%3.63%
Annual dividend / share$1.05$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%40.4%
Portfolio after 10y$20.6K$141.9K
Annual income after 10y$0.56$61,875.67
Total dividends collected$559.00$123.0K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples
Analyst consensusBuyHold

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

YearLRFC PortfolioLRFC Income/yrPEP PortfolioPEP Income/yrGap
1$10,975$275.16$10,849$509.42+$126.00LRFC
2← crossover$11,885$141.12$11,969$750.47$84.00PEP
3$12,788$71.41$13,500$1,124.14$712.00PEP
4$13,719$35.90$15,680$1,721.66$2.0KPEP
5$14,697$18.00$18,929$2,715.34$4.2KPEP
6$15,735$9.01$24,023$4,450.80$8.3KPEP
7$16,841$4.51$32,510$7,669.92$15.7KPEP
8$18,022$2.25$47,709$14,093.60$29.7KPEP
9$19,285$1.13$77,415$28,083.48$58.1KPEP
10$20,635$0.56$141,922$61,875.67$121.3KPEP

LRFC vs PEP: Complete Analysis 2026

LRFCStock

Logan Ridge Finance Corporation, formerly known as, Capitala Finance Corp. is a Business Development Company specializing in senior subordinated debt and unitranche debt, unitranche loan, first-lien and second-lien loans, lower middle market and middle market, equity co-investment in sponsored companies. The fund targets companies in the Aerospace, defense, business services, education, food and beverage, Industrial & Environmental Services, logistics, distribution, media, telecommunication, manufacturing, consumer goods and health-care industries. It typically considers investments in the United States. The fund invests $5 million and $50 million per transaction in companies with EBITDA between $5 million to $50 million and enterprise value less than $250 million. The fund makes minority equity co-investments, alongside management or financial sponsors.

Full LRFC 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 LRFC vs PEP comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

LRFC vs SCHDLRFC vs JEPILRFC vs OLRFC vs KOLRFC vs MAINLRFC vs MOLRFC vs PMLRFC 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.