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BALGX vs STAG: Dividend Comparison 2026

BALGX yields 35.32% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BALGX wins by $160.7K in total portfolio value
10 years
BALGX
BALGX
● Live price
35.32%
Share price
$20.40
Annual div
$7.21
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$179.1K
Annual income
$27,258.45
Full BALGX 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 — BALGX vs STAG

📍 BALGX 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 PeriodBALGXSTAG
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, BALGX + STAG cover 0 of 12 monthsgood coverage

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

BALGX
Annual income on $10K today (after 15% tax)
$3,002.19/yr
After 10yr DRIP, annual income (after tax)
$23,169.68/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, BALGX beats the other by $22,776.39/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BALGX: 50%STAG: 50%
100% STAG50/50100% BALGX
Portfolio after 10yr
$98.7K
Annual income
$13,860.57/yr
Blended yield
14.04%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

BALGX
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BALGX buys
0
STAG buys
0
No recent congressional trades found for BALGX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBALGXSTAG
Forward yield35.32%3.44%
Annual dividend / share$7.21$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$179.1K$18.3K
Annual income after 10y$27,258.45$462.70
Total dividends collected$129.6K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearBALGX PortfolioBALGX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$14,232$3,531.99$10,665$345.38+$3.6KBALGX
2$19,926$4,697.87$11,365$358.01+$8.6KBALGX
3$27,468$6,147.16$12,099$370.76+$15.4KBALGX
4$37,310$7,919.48$12,870$383.63+$24.4KBALGX
5$49,975$10,053.41$13,678$396.60+$36.3KBALGX
6$66,059$12,585.12$14,526$409.67+$51.5KBALGX
7$86,230$15,547.05$15,413$422.82+$70.8KBALGX
8$111,233$18,966.69$16,343$436.05+$94.9KBALGX
9$141,885$22,865.58$17,315$449.35+$124.6KBALGX
10$179,075$27,258.45$18,332$462.70+$160.7KBALGX

BALGX vs STAG: Complete Analysis 2026

BALGXStock

The investment seeks to provide capital appreciation. The fund invests at least 80% of its assets in common stocks of large-sized U.S. companies similar in size, at the time of purchase, to those within the Russell 1000® Growth Index. The Adviser selects stocks using a unique, growth-oriented approach, focusing on high quality companies with sustainable earnings growth that are available at reasonable prices, which combines the use of proprietary analytical tools and the qualitative judgments of the investment team.

Full BALGX 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.