HomeCompareAAHTX vs STAG

AAHTX vs STAG: Dividend Comparison 2026

AAHTX yields 6.03% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AAHTX wins by $11.4K in total portfolio value
10 years
AAHTX
AAHTX
● Live price
6.03%
Share price
$23.17
Annual div
$1.40
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.8K
Annual income
$885.51
Full AAHTX calculator →
STAG
STAG Industrial Inc.
● Live price
3.44%
Share price
$36.06
Annual div
$1.24
5Y div CAGR
0.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$18.3K
Annual income
$462.70
Full STAG calculator →

Portfolio growth — AAHTX vs STAG

📍 AAHTX 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 PeriodAAHTXSTAG
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, AAHTX + STAG cover 0 of 12 monthsgood coverage

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

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

AAHTX
Annual income on $10K today (after 15% tax)
$512.53/yr
After 10yr DRIP, annual income (after tax)
$752.68/yr
STAG
Annual income on $10K today (after 15% tax)
$292.69/yr
After 10yr DRIP, annual income (after tax)
$393.29/yr
At 15% tax rate, AAHTX beats the other by $359.39/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AAHTX + STAG for your $10,000?

AAHTX: 50%STAG: 50%
100% STAG50/50100% AAHTX
Portfolio after 10yr
$24.1K
Annual income
$674.11/yr
Blended yield
2.80%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

AAHTX
No analyst data
STAG
Analyst Ratings
9
Buy
9
Hold
3
Sell
Consensus: Buy
Price Target
$45.00
+24.8% upside vs current
Range: $39.00 — $59.00
Altman Z
1.2
Piotroski
5/9
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)

AAHTX buys
0
STAG buys
0
No recent congressional trades found for AAHTX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAAHTXSTAG
Forward yield6.03%3.44%
Annual dividend / share$1.40$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$29.8K$18.3K
Annual income after 10y$885.51$462.70
Total dividends collected$7.5K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

Year-by-year: AAHTX vs STAG ($10,000, DRIP)

YearAAHTX PortfolioAAHTX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,303$602.98$10,665$345.38+$638.00AAHTX
2$12,731$636.96$11,365$358.01+$1.4KAAHTX
3$14,293$670.50$12,099$370.76+$2.2KAAHTX
4$15,997$703.51$12,870$383.63+$3.1KAAHTX
5$17,852$735.87$13,678$396.60+$4.2KAAHTX
6$19,870$767.50$14,526$409.67+$5.3KAAHTX
7$22,059$798.34$15,413$422.82+$6.6KAAHTX
8$24,431$828.32$16,343$436.05+$8.1KAAHTX
9$26,999$857.39$17,315$449.35+$9.7KAAHTX
10$29,774$885.51$18,332$462.70+$11.4KAAHTX

AAHTX vs STAG: Complete Analysis 2026

AAHTXStock

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Full AAHTX Calculator →

STAGREIT

STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant, industrial properties throughout the United States. By targeting this type of property, STAG has developed an investment strategy that helps investors find a powerful balance of income plus growth.

Full STAG 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.