HomeCompareBARAX vs ADC

BARAX vs ADC: Dividend Comparison 2026

BARAX yields 12.49% · ADC yields 4.39%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BARAX wins by $22.0K in total portfolio value
10 years
BARAX
BARAX
● Live price
12.49%
Share price
$81.39
Annual div
$10.17
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.6K
Annual income
$2,719.45
Full BARAX calculator →
ADC
Agree Realty Corporation
● Live price
4.39%
Share price
$68.40
Annual div
$3.00
5Y div CAGR
5.2%
Payout ratio
73%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.5K
Annual income
$1,093.74
Full ADC calculator →

Portfolio growth — BARAX vs ADC

📍 BARAX 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 PeriodBARAXADC
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, BARAX + ADC cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

BARAX
Annual income on $10K today (after 15% tax)
$1,061.64/yr
After 10yr DRIP, annual income (after tax)
$2,311.53/yr
ADC
Annual income on $10K today (after 15% tax)
$372.81/yr
After 10yr DRIP, annual income (after tax)
$929.68/yr
At 15% tax rate, BARAX beats the other by $1,381.85/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of BARAX + ADC for your $10,000?

BARAX: 50%ADC: 50%
100% ADC50/50100% BARAX
Portfolio after 10yr
$34.5K
Annual income
$1,906.59/yr
Blended yield
5.52%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on ADC right now

BARAX
No analyst data
ADC
Analyst Ratings
1
Strong
22
Buy
9
Hold
Consensus: Buy
Price Target
$81.06
+18.5% upside vs current
Range: $75.00 — $84.50
Altman Z
1.6
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)

BARAX buys
0
ADC buys
0
No recent congressional trades found for BARAX or ADC in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBARAXADC
Forward yield12.49%4.39%
Annual dividend / share$10.17$3.00
Payout ratio50%73%
1-year div growth0%2.8%
5-year div CAGR0%5.2%
Portfolio after 10y$45.6K$23.5K
Annual income after 10y$2,719.45$1,093.74
Total dividends collected$19.6K$7.4K
Payment frequencyquarterlymonthly
SectorStockREIT

Year-by-year: BARAX vs ADC ($10,000, DRIP)

YearBARAX PortfolioBARAX Income/yrADC PortfolioADC Income/yrGap
1← crossover$11,949$1,248.99$10,871$461.40+$1.1KBARAX
2$14,180$1,394.78$11,824$506.91+$2.4KBARAX
3$16,720$1,546.94$12,866$557.16+$3.9KBARAX
4$19,595$1,704.65$14,006$612.66+$5.6KBARAX
5$22,833$1,867.08$15,254$674.00+$7.6KBARAX
6$26,465$2,033.35$16,622$741.82+$9.8KBARAX
7$30,520$2,202.57$18,120$816.86+$12.4KBARAX
8$35,031$2,373.89$19,763$899.90+$15.3KBARAX
9$40,029$2,546.45$21,565$991.86+$18.5KBARAX
10$45,551$2,719.45$23,543$1,093.74+$22.0KBARAX

BARAX vs ADC: Complete Analysis 2026

BARAXStock

The fund invests for the long term primarily in equity securities in the form of common stock of U.S. mid-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines mid-sized companies as those, at the time of purchase, with market capitalizations above $2.5 billion or the smallest market cap stock in the Russell Midcap Growth Index at reconstitution, whichever is larger, and below the largest market cap stock in the Russell Midcap Growth Index at reconstitution.

Full BARAX Calculator →

ADCREIT

Agree Realty is a net-lease REIT focused on high-quality retail tenants including Walmart, Home Depot, and Tractor Supply. Its monthly dividend and focus on investment-grade tenants make it a conservative REIT alternative to Realty Income. Conservative leverage and disciplined acquisition strategy set it apart.

Full ADC Calculator →
📬

Get this BARAX vs ADC comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

BARAX vs SCHDBARAX vs JEPIBARAX vs OBARAX vs KOBARAX vs MAINBARAX vs NNNBARAX vs EPRTBARAX vs FCPT

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.