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LSGLX vs PEP: Dividend Comparison 2026

LSGLX yields 13.46% · PEP yields 3.63%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $93.4K in total portfolio value· pulled ahead in Year 7
10 years
LSGLX
LSGLX
● Live price
13.46%
Share price
$14.86
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.5K
Annual income
$3,104.14
Full LSGLX 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 — LSGLX vs PEP

📍 PEP pulled ahead of the other in Year 7

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 PeriodLSGLXPEP
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, LSGLX + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

LSGLX
Annual income on $10K today (after 15% tax)
$1,144.01/yr
After 10yr DRIP, annual income (after tax)
$2,638.52/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 $49,955.80/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LSGLX: 50%PEP: 50%
100% PEP50/50100% LSGLX
Portfolio after 10yr
$95.2K
Annual income
$32,489.91/yr
Blended yield
34.13%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

LSGLX
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)

LSGLX buys
0
PEP buys
0
No recent congressional trades found for LSGLX or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLSGLXPEP
Forward yield13.46%3.63%
Annual dividend / share$2.00$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$48.5K$141.9K
Annual income after 10y$3,104.14$61,875.67
Total dividends collected$21.9K$123.0K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearLSGLX PortfolioLSGLX Income/yrPEP PortfolioPEP Income/yrGap
1$12,046$1,345.90$10,849$509.42+$1.2KLSGLX
2$14,404$1,515.19$11,969$750.47+$2.4KLSGLX
3$17,106$1,693.31$13,500$1,124.14+$3.6KLSGLX
4$20,183$1,879.34$15,680$1,721.66+$4.5KLSGLX
5$23,668$2,072.31$18,929$2,715.34+$4.7KLSGLX
6$27,596$2,271.17$24,023$4,450.80+$3.6KLSGLX
7← crossover$32,002$2,474.85$32,510$7,669.92$508.00PEP
8$36,925$2,682.28$47,709$14,093.60$10.8KPEP
9$42,402$2,892.39$77,415$28,083.48$35.0KPEP
10$48,474$3,104.14$141,922$61,875.67$93.4KPEP

LSGLX vs PEP: Complete Analysis 2026

LSGLXStock

The investment seeks high total investment return through a combination of high current income and capital appreciation. The fund will normally invest at least 80% of its net assets (plus any borrowings made for investment purposes) in fixed-income securities (for example, bonds and other investments that Loomis Sayles believes have similar economic characteristics, such as notes, debentures and loans). It invests primarily in investment-grade fixed-income securities worldwide, although the fund may invest up to 20% of its assets in below investment-grade fixed-income securities (commonly known as "junk bonds").

Full LSGLX 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.