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BAHAX vs STAG: Dividend Comparison 2026

BAHAX yields 7.96% · STAG yields 3.99%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BAHAX wins by $14.4K in total portfolio value
10 years
BAHAX
BAHAX
● Live price
7.96%
Share price
$16.63
Annual div
$1.32
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.9K
Annual income
$1,317.67
Full BAHAX calculator →
STAG
STAG Industrial Inc.
● Live price
3.99%
Share price
$36.80
Annual div
$1.47
5Y div CAGR
1%
Payout ratio
72%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.4K
Annual income
$606.20
Full STAG calculator →

Portfolio growth — BAHAX vs STAG

📍 BAHAX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodBAHAXSTAG
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%.
📅

Dividend Calendar Overlap

Combined, BAHAX + STAG cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
BAHAX pays
STAG pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

BAHAX
Annual income on $10K today (after 15% tax)
$676.69/yr
After 10yr DRIP, annual income (after tax)
$1,120.02/yr
STAG
Annual income on $10K today (after 15% tax)
$339.54/yr
After 10yr DRIP, annual income (after tax)
$515.27/yr
At 15% tax rate, BAHAX beats the other by $604.75/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BAHAX: 50%STAG: 50%
100% STAG50/50100% BAHAX
Portfolio after 10yr
$26.7K
Annual income
$961.93/yr
Blended yield
3.61%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

BAHAX
No analyst data
STAG
Analyst Ratings
9
Buy
9
Hold
3
Sell
Consensus: Buy
Price Target
$45.00
+22.3% 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)

BAHAX buys
0
STAG buys
0
No recent congressional trades found for BAHAX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBAHAXSTAG
Forward yield7.96% ✓3.99%
Annual dividend / share$1.32$1.47 ✓
Payout ratio50% ✓72%
1-year div growth0%0.5% ✓
5-year div CAGR0%1% ✓
Portfolio after 10y$33.9K ✓$19.4K
Annual income after 10y$1,317.67 ✓$606.20
Total dividends collected$10.6K ✓$5.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearBAHAX PortfolioBAHAX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,496$796.11$10,723$403.45+$773.00 → BAHAX
2$13,156$855.34$11,490$423.42+$1.7K → BAHAX
3$14,992$914.82$12,302$444.01+$2.7K → BAHAX
4$17,016$974.27$13,161$465.24+$3.9K → BAHAX
5$19,240$1,033.44$14,069$487.12+$5.2K → BAHAX
6$21,679$1,092.10$15,029$509.63+$6.7K → BAHAX
7$24,347$1,150.03$16,042$532.80+$8.3K → BAHAX
8$27,258$1,207.05$17,112$556.61+$10.1K → BAHAX
9$30,429$1,262.98$18,241$581.08+$12.2K → BAHAX
10$33,877$1,317.67$19,431$606.20+$14.4K → BAHAX

BAHAX vs STAG: Complete Analysis 2026

BAHAX — Stock

Under normal conditions, the fund seeks to achieve its investment objective by investing at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of companies which are domiciled in or exercise the predominant part of their economic activity in Europe - defined as countries included in the MSCI Europe Index.

Full BAHAX Calculator →

STAG — REIT

STAG Industrial is a single-tenant industrial REIT paying monthly dividends. Its portfolio of 500+ warehouses and distribution centers benefits from e-commerce growth. Amazon is its largest tenant. Monthly income frequency makes it attractive for investors who prefer regular cash flow over quarterly payments.

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.