HomeComparePFINX vs PEP

PFINX vs PEP: Dividend Comparison 2026

PFINX yields 5.19% · PEP yields 3.66%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $116.6K in total portfolio value· pulled ahead in Year 4
10 years
PFINX
PFINX
● Live price
5.19%
Share price
$9.55
Annual div
$0.50
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.1K
Annual income
$723.41
Full PFINX 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 — PFINX vs PEP

📍 PEP pulled ahead of the other in Year 4

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 PeriodPFINXPEP
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, PFINX + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PFINX
Annual income on $10K today (after 15% tax)
$441.25/yr
After 10yr DRIP, annual income (after tax)
$614.90/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 $53,301.02/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PFINX: 50%PEP: 50%
100% PEP50/50100% PFINX
Portfolio after 10yr
$86.4K
Annual income
$32,076.95/yr
Blended yield
37.12%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

PFINX
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)

PFINX buys
0
PEP buys
6
PoliticianChamberTickerTypeAmountDate
Sheldon Whitehouse🏛 Senate$PEP▼ Sell$1,001 - $15,0002026-02-23
Sheldon Whitehouse🏛 Senate$PEP▼ Sell$1,001 - $15,0002026-02-23
Julia Letlow🏢 House$PEP▲ Buy$1,001 - $15,0002026-02-05
Julie Johnson🏢 House$PEP▼ Sell$1,001 - $15,0002025-12-18
Jared Moskowitz🏢 House$PEP▼ Sell$1,001 - $15,0002025-12-02
Jared Moskowitz🏢 House$PEP▼ Sell$1,001 - $15,0002025-12-02
Jared Moskowitz🏢 House$PEP▼ Sell$15,001 - $50,0002025-12-02
Julie Johnson🏢 House$PEP▼ Sell$1,001 - $15,0002025-11-13
Rich McCormick🏢 House$PEP▲ Buy$1,001 - $15,0002025-11-05
Scott DesJarlais🏢 House$PEP▼ Sell$1,001 - $15,0002025-10-28
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPFINXPEP
Forward yield5.19%3.66%
Annual dividend / share$0.50$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$28.1K$144.7K
Annual income after 10y$723.41$63,430.49
Total dividends collected$6.3K$125.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearPFINX PortfolioPFINX Income/yrPEP PortfolioPEP Income/yrGap
1$11,219$519.12$10,854$514.44+$365.00PFINX
2$12,549$544.31$11,982$758.21+$567.00PFINX
3$13,996$568.99$13,526$1,136.44+$470.00PFINX
4← crossover$15,569$593.10$15,727$1,741.93$158.00PEP
5$17,275$616.59$19,012$2,750.28$1.7KPEP
6$19,124$639.41$24,173$4,514.44$5.0KPEP
7$21,124$661.53$32,789$7,793.80$11.7KPEP
8$23,286$682.91$48,258$14,354.51$25.0KPEP
9$25,619$703.54$78,586$28,686.63$53.0KPEP
10$28,136$723.41$144,688$63,430.49$116.6KPEP

PFINX vs PEP: Complete Analysis 2026

PFINXStock

The investment seeks maximum total return, consistent with prudent investment management. The fund invests at least 80% of its assets in a diversified portfolio of preferred securities and Capital Securities. "Capital Securities" include securities issued by U.S. and non-U.S. financial institutions that can be used to satisfy their regulatory capital requirements. It will invest under normal circumstances at least 25% of its net assets in preferred securities. The fund may invest up to 20% of its total assets in common stock. It may also invest in contingent convertible securities.

Full PFINX 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 PFINX vs PEP comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

PFINX vs SCHDPFINX vs JEPIPFINX vs OPFINX vs KOPFINX vs MAINPFINX vs MOPFINX vs PMPFINX 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.