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TGTIX vs PEP: Dividend Comparison 2026

TGTIX yields 6.04% · PEP yields 3.66%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $114.9K in total portfolio value· pulled ahead in Year 5
10 years
TGTIX
TGTIX
● Live price
6.04%
Share price
$33.12
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.8K
Annual income
$887.30
Full TGTIX 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 — TGTIX vs PEP

📍 PEP pulled ahead of the other in Year 5

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 PeriodTGTIXPEP
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, TGTIX + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

TGTIX
Annual income on $10K today (after 15% tax)
$513.29/yr
After 10yr DRIP, annual income (after tax)
$754.20/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 $53,161.71/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TGTIX: 50%PEP: 50%
100% PEP50/50100% TGTIX
Portfolio after 10yr
$87.2K
Annual income
$32,158.90/yr
Blended yield
36.86%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

TGTIX
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)

TGTIX buys
0
PEP buys
0
No recent congressional trades found for TGTIX or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTGTIXPEP
Forward yield6.04%3.66%
Annual dividend / share$2.00$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$29.8K$144.7K
Annual income after 10y$887.30$63,430.49
Total dividends collected$7.5K$125.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

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

YearTGTIX PortfolioTGTIX Income/yrPEP PortfolioPEP Income/yrGap
1$11,304$603.86$10,854$514.44+$450.00TGTIX
2$12,733$637.94$11,982$758.21+$751.00TGTIX
3$14,296$671.59$13,526$1,136.44+$770.00TGTIX
4$16,001$704.70$15,727$1,741.93+$274.00TGTIX
5← crossover$17,859$737.16$19,012$2,750.28$1.2KPEP
6$19,878$768.90$24,173$4,514.44$4.3KPEP
7$22,069$799.84$32,789$7,793.80$10.7KPEP
8$24,444$829.92$48,258$14,354.51$23.8KPEP
9$27,014$859.09$78,586$28,686.63$51.6KPEP
10$29,792$887.30$144,688$63,430.49$114.9KPEP

TGTIX vs PEP: Complete Analysis 2026

TGTIXStock

The investment seeks long-term capital growth and current income primarily through investments in stocks. The fund&#39;s primary focus is on capital appreciation. While most assets will typically be invested in U.S. common stocks, the fund may invest in foreign stocks in keeping with the fund&#39;s objective. It may sell securities for a variety of reasons, such as to secure gains, limit losses, or redeploy assets into more promising opportunities.

Full TGTIX 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.