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STMGX vs PEP: Dividend Comparison 2026

STMGX yields 36.75% · PEP yields 3.66%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 STMGX wins by $49.2K in total portfolio value
10 years
STMGX
STMGX
● Live price
36.75%
Share price
$23.93
Annual div
$8.79
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$193.9K
Annual income
$30,522.50
Full STMGX 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 — STMGX vs PEP

📍 STMGX 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 PeriodSTMGXPEP
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, STMGX + PEP cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
STMGX 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.

STMGX
Annual income on $10K today (after 15% tax)
$3,123.62/yr
After 10yr DRIP, annual income (after tax)
$25,944.13/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 $27,971.79/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 STMGX + PEP for your $10,000?

STMGX: 50%PEP: 50%
100% PEP50/50100% STMGX
Portfolio after 10yr
$169.3K
Annual income
$46,976.50/yr
Blended yield
27.75%
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Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

STMGX
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

STMGX buys
0
PEP buys
0
No recent congressional trades found for STMGX or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSTMGXPEP
Forward yield36.75%3.66%
Annual dividend / share$8.79$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$193.9K$144.7K
Annual income after 10y$30,522.50$63,430.49
Total dividends collected$142.1K$125.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearSTMGX PortfolioSTMGX Income/yrPEP PortfolioPEP Income/yrGap
1← crossover$14,375$3,674.84$10,854$514.44+$3.5KSTMGX
2$20,318$4,936.94$11,982$758.21+$8.3KSTMGX
3$28,262$6,521.58$13,526$1,136.44+$14.7KSTMGX
4$38,718$8,477.90$15,727$1,741.93+$23.0KSTMGX
5$52,283$10,854.70$19,012$2,750.28+$33.3KSTMGX
6$69,642$13,698.75$24,173$4,514.44+$45.5KSTMGX
7$91,570$17,053.17$32,789$7,793.80+$58.8KSTMGX
8$118,935$20,955.80$48,258$14,354.51+$70.7KSTMGX
9$152,699$25,437.81$78,586$28,686.63+$74.1KSTMGX
10$193,910$30,522.50$144,688$63,430.49+$49.2KSTMGX

STMGX vs PEP: Complete Analysis 2026

STMGXStock

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of medium capitalization companies. The fund's manager considers a company to be a medium capitalization company if it has a market capitalization (stock market worth), at the time of investment, between $1 billion and the market capitalization of the largest company in the Russell Midcap® Index.

Full STMGX 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.