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SMRSX vs PEP: Dividend Comparison 2026

SMRSX yields 3.91% · PEP yields 3.66%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SMRSX wins by $1610.66M in total portfolio value
10 years
SMRSX
SMRSX
● Live price
3.91%
Share price
$10.24
Annual div
$0.40
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1610.81M
Annual income
$1,535,447,371.50
Full SMRSX 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 — SMRSX vs PEP

📍 SMRSX 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 PeriodSMRSXPEP
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, SMRSX + PEP cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SMRSX pays
PEP pays
Both pay
Neither
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Tax Bracket Optimizer

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

SMRSX
Annual income on $10K today (after 15% tax)
$332.70/yr
After 10yr DRIP, annual income (after tax)
$1,305,130,265.77/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, SMRSX beats the other by $1,305,076,349.86/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

SMRSX: 50%PEP: 50%
100% PEP50/50100% SMRSX
Portfolio after 10yr
$805.48M
Annual income
$767,755,401.00/yr
Blended yield
95.32%
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Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

SMRSX
No analyst data
Altman Z
7.1
Piotroski
6/9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMRSX 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 →
MetricSMRSXPEP
Forward yield3.91%3.66%
Annual dividend / share$0.40$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%40.4%
Portfolio after 10y$1610.81M$144.7K
Annual income after 10y$1,535,447,371.50$63,430.49
Total dividends collected$1605.41M$125.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearSMRSX PortfolioSMRSX Income/yrPEP PortfolioPEP Income/yrGap
1← crossover$11,483$782.81$10,854$514.44+$629.00SMRSX
2$13,967$1,680.17$11,982$758.21+$2.0KSMRSX
3$18,764$3,819.85$13,526$1,136.44+$5.2KSMRSX
4$29,670$9,592.43$15,727$1,741.93+$13.9KSMRSX
5$60,098$28,350.69$19,012$2,750.28+$41.1KSMRSX
6$171,641$107,336.57$24,173$4,514.44+$147.5KSMRSX
7$756,659$573,002.79$32,789$7,793.80+$723.9KSMRSX
8$5,531,141$4,721,515.69$48,258$14,354.51+$5.48MSMRSX
9$70,430,573$64,512,252.39$78,586$28,686.63+$70.35MSMRSX
10$1,610,808,085$1,535,447,371.50$144,688$63,430.49+$1610.66MSMRSX

SMRSX vs PEP: Complete Analysis 2026

SMRSXStock

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in short- and intermediate-term fixed-income securities including government securities, corporate bonds or notes and agency securities. It may also invest in asset-backed securities, money market instruments, commercial loans, and foreign debt securities.

Full SMRSX 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.