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TAAAX vs PEP: Dividend Comparison 2026

TAAAX yields 7.82% · PEP yields 3.66%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $111.1K in total portfolio value· pulled ahead in Year 6
10 years
TAAAX
TAAAX
● Live price
7.82%
Share price
$19.45
Annual div
$1.52
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.6K
Annual income
$1,283.85
Full TAAAX 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 — TAAAX vs PEP

📍 PEP pulled ahead of the other in Year 6

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 PeriodTAAAXPEP
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, TAAAX + PEP cover 0 of 12 monthsgood coverage

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

TAAAX
Annual income on $10K today (after 15% tax)
$664.95/yr
After 10yr DRIP, annual income (after tax)
$1,091.27/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 $52,824.64/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TAAAX: 50%PEP: 50%
100% PEP50/50100% TAAAX
Portfolio after 10yr
$89.1K
Annual income
$32,357.18/yr
Blended yield
36.30%
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Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

TAAAX
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)

TAAAX buys
0
PEP buys
0
No recent congressional trades found for TAAAX or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTAAAXPEP
Forward yield7.82%3.66%
Annual dividend / share$1.52$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$33.6K$144.7K
Annual income after 10y$1,283.85$63,430.49
Total dividends collected$10.4K$125.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearTAAAX PortfolioTAAAX Income/yrPEP PortfolioPEP Income/yrGap
1$11,482$782.30$10,854$514.44+$628.00TAAAX
2$13,126$839.49$11,982$758.21+$1.1KTAAAX
3$14,941$896.86$13,526$1,136.44+$1.4KTAAAX
4$16,941$954.13$15,727$1,741.93+$1.2KTAAAX
5$19,138$1,011.07$19,012$2,750.28+$126.00TAAAX
6← crossover$21,545$1,067.47$24,173$4,514.44$2.6KPEP
7$24,177$1,123.11$32,789$7,793.80$8.6KPEP
8$27,047$1,177.82$48,258$14,354.51$21.2KPEP
9$30,171$1,231.45$78,586$28,686.63$48.4KPEP
10$33,567$1,283.85$144,688$63,430.49$111.1KPEP

TAAAX vs PEP: Complete Analysis 2026

TAAAXStock

The investment seeks long-term capital growth. The fund pursues its objective by investing in a combination of other funds managed by the Adviser and directly held financial instruments. It is designed for investors who seek greater long-term capital growth and are comfortable with higher levels of risk and volatility. The fund allocates 75%-100% of its assets in equity securities, and 0%-25% in debt securities.

Full TAAAX 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.