Is BAEIX or STAG a better dividend investment in 2026?

BAEIX currently yields 27.72% with a 5% 5-year dividend growth rate. STAG yields 3.44% with 1% growth. The better choice depends on your goal: BAEIX offers higher current income.

What is the dividend yield difference between BAEIX and STAG?

BAEIX has a forward dividend yield of 27.72% ($4.67/share annually). STAG yields 3.44% ($1.24/share annually). The yield gap is 24.28 percentage points.

Home › Compare › BAEIX vs STAG

BAEIX vs STAG: Dividend Comparison 2026

BAEIX yields 27.72% · STAG yields 3.44%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 BAEIX wins by $97.6K in total portfolio value

INVESTMENT

TIME HORIZON10 years

BAEIX

● Live price

27.72%

Share price

$16.85

Annual div

$4.67

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$115.9K

Annual income

$14,318.66

Full BAEIX calculator →

STAG

STAG Industrial Inc.

● Live price

3.44%

Share price

$36.09

Annual div

$1.24

5Y div CAGR

0.3%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$18.3K

Annual income

$462.22

Full STAG calculator →

Portfolio growth — BAEIX vs STAG

📍 BAEIX 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 Period	BAEIX	STAG
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, BAEIX + STAG cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

BAEIX 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.

BAEIX

Annual income on $10K today (after 15% tax)

$2,356.09/yr

After 10yr DRIP, annual income (after tax)

$12,170.86/yr

STAG

Annual income on $10K today (after 15% tax)

$292.45/yr

After 10yr DRIP, annual income (after tax)

$392.89/yr

At 15% tax rate, BAEIX beats the other by $11,777.97/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 BAEIX + STAG for your $10,000?

BAEIX: 50%STAG: 50%

100% STAG50/50100% BAEIX

Portfolio after 10yr

$67.1K

Annual income

$7,390.44/yr

Blended yield

11.01%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

BAEIX

No analyst data

STAG

Analyst Ratings

Buy

Hold

Sell

Consensus: Buy

Price Target

$45.00

+24.7% 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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BAEIX buys

STAG buys

No recent congressional trades found for BAEIX or STAG in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricBAEIXSTAG

Forward yield	27.72% ✓	3.44%
Annual dividend / share	$4.67 ✓	$1.24
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0.3% ✓
Portfolio after 10y	$115.9K ✓	$18.3K
Annual income after 10y	$14,318.66 ✓	$462.22
Total dividends collected	$76.7K ✓	$4.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	BAEIX Portfolio	BAEIX Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$13,472	$2,771.87	$10,665	$345.09	+$2.8K → BAEIX
2	$17,905	$3,489.93	$11,364	$357.70	+$6.5K → BAEIX
3	$23,493	$4,334.86	$12,098	$370.43	+$11.4K → BAEIX
4	$30,453	$5,315.70	$12,869	$383.28	+$17.6K → BAEIX
5	$39,025	$6,439.78	$13,677	$396.23	+$25.3K → BAEIX
6	$49,469	$7,712.48	$14,524	$409.27	+$34.9K → BAEIX
7	$62,069	$9,136.99	$15,411	$422.41	+$46.7K → BAEIX
8	$77,128	$10,714.20	$16,339	$435.61	+$60.8K → BAEIX
9	$94,969	$12,442.67	$17,311	$448.89	+$77.7K → BAEIX
10	$115,936	$14,318.66	$18,327	$462.22	+$97.6K → BAEIX

BAEIX vs STAG: Complete Analysis 2026

BAEIX — Stock

The investment seeks capital growth and current income. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It invests, under normal market conditions, primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividend rates. The fund may also invest in U.S. traded common stocks of foreign companies, including American Depositary Receipts.

Full BAEIX Calculator →

STAG — REIT

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.