HomeComparePFXNL vs PEP

PFXNL vs PEP: Dividend Comparison 2026

PFXNL yields 6.12% · PEP yields 3.66%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PFXNL wins by $19814.00M in total portfolio value
10 years
PFXNL
PFXNL
● Live price
6.12%
Share price
$25.04
Annual div
$1.53
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19814.15M
Annual income
$19,210,947,797.81
Full PFXNL 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 — PFXNL vs PEP

📍 PFXNL pulled ahead of the other in Year 1

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 PeriodPFXNLPEP
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, PFXNL + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PFXNL
Annual income on $10K today (after 15% tax)
$520.05/yr
After 10yr DRIP, annual income (after tax)
$16,329,305,628.14/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, PFXNL beats the other by $16,329,251,712.22/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PFXNL: 50%PEP: 50%
100% PEP50/50100% PFXNL
Portfolio after 10yr
$9907.15M
Annual income
$9,605,505,614.16/yr
Blended yield
96.96%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

PFXNL
Analyst Ratings
1
Hold
Consensus: Hold
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)

PFXNL buys
0
PEP buys
0
No recent congressional trades found for PFXNL or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPFXNLPEP
Forward yield6.12%3.66%
Annual dividend / share$1.53$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%40.4%
Portfolio after 10y$19814.15M$144.7K
Annual income after 10y$19,210,947,797.81$63,430.49
Total dividends collected$19772.40M$125.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples
Analyst consensusHoldHold

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

YearPFXNL PortfolioPFXNL Income/yrPEP PortfolioPEP Income/yrGap
1← crossover$11,924$1,223.64$10,854$514.44+$1.1KPFXNL
2$15,485$2,727.15$11,982$758.21+$3.5KPFXNL
3$23,190$6,620.19$13,526$1,136.44+$9.7KPFXNL
4$43,343$18,530.49$15,727$1,741.93+$27.6KPFXNL
5$111,116$64,738.43$19,012$2,750.28+$92.1KPFXNL
6$429,108$310,214.11$24,173$4,514.44+$404.9KPFXNL
7$2,698,374$2,239,228.61$32,789$7,793.80+$2.67MPFXNL
8$29,206,913$26,319,652.25$48,258$14,354.51+$29.16MPFXNL
9$563,739,406$532,488,009.56$78,586$28,686.63+$563.66MPFXNL
10$19,814,148,962$19,210,947,797.81$144,688$63,430.49+$19814.00MPFXNL

PFXNL vs PEP: Complete Analysis 2026

PFXNLStock

PhenixFIN Corporation is a business development company. The firm seeks to invest in privately negotiated debt and equity securities of small and middle market companies. It primarily invests in the following sectors: business services; buildings and real estate; automobile; oil and gas; aerospace and defense; home and office furnishings, housewares, and durable consumer products; healthcare, education and childcare; personal, food, and miscellaneous services; retail stores, diversified or conglomerate manufacturing; telecommunications; mining, steel, iron, and non-precious metals; leisure, amusement, motion pictures, and entertainment; chemicals, plastics, and rubber; finance; personal and nondurable consumer products (manufacturing only); beverage, food, and tobacco; containers, packaging, and glass; structure finance securities; machinery (non-agriculture, non-construction, non-electric); diversified or conglomerate service; restaurant and franchise; electronics; and cargo transport. The fund seeks to invest in companies located in North America. The fund targets private debt transactions in companies with enterprise values or asset values between $25 million and $250 million. The fund seeks to invest in companies with debt investment values between $10 million and $50 million. It exits its investments between three years and seven years; it holds most of its investments to maturity or repayment, but may realize or sell some investments earlier. The fund may take a board seat on its investee companies and can also offer managerial assistance to certain portfolio companies. It structures its investments as first lien senior secured loans, second lien senior secured loans, senior secured notes, senior subordinated notes, subordinate notes, unitranche loans, and seeks warrants or other equity participation. The fund may co-invest in privately negotiated transactions under certain conditions. PhenixFIN Corporation was founded in 2010 and is headquartered in New York, New York.

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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.