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CTFAX vs STAG: Dividend Comparison 2026

CTFAX yields 3.11% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CTFAX wins by $6.1K in total portfolio value
10 years
CTFAX
CTFAX
● Live price
3.11%
Share price
$17.82
Annual div
$0.55
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.4K
Annual income
$380.27
Full CTFAX 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 — CTFAX vs STAG

📍 CTFAX 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 PeriodCTFAXSTAG
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, CTFAX + STAG cover 0 of 12 monthsgood coverage

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

CTFAX
Annual income on $10K today (after 15% tax)
$264.52/yr
After 10yr DRIP, annual income (after tax)
$323.23/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, STAG beats the other by $70.07/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CTFAX: 50%STAG: 50%
100% STAG50/50100% CTFAX
Portfolio after 10yr
$21.4K
Annual income
$421.48/yr
Blended yield
1.97%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

CTFAX
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)

CTFAX buys
0
STAG buys
0
No recent congressional trades found for CTFAX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCTFAXSTAG
Forward yield3.11%3.44%
Annual dividend / share$0.55$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$24.4K$18.3K
Annual income after 10y$380.27$462.70
Total dividends collected$3.5K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearCTFAX PortfolioCTFAX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,011$311.20$10,665$345.38+$346.00CTFAX
2$12,102$320.25$11,365$358.01+$737.00CTFAX
3$13,278$328.96$12,099$370.76+$1.2KCTFAX
4$14,545$337.31$12,870$383.63+$1.7KCTFAX
5$15,909$345.32$13,678$396.60+$2.2KCTFAX
6$17,375$352.98$14,526$409.67+$2.8KCTFAX
7$18,952$360.30$15,413$422.82+$3.5KCTFAX
8$20,646$367.29$16,343$436.05+$4.3KCTFAX
9$22,465$373.94$17,315$449.35+$5.2KCTFAX
10$24,418$380.27$18,332$462.70+$6.1KCTFAX

CTFAX vs STAG: Complete Analysis 2026

CTFAXStock

The fund is primarily managed as a fund that invests in other funds that seeks to achieve its investment objective by investing its assets among a selected group of underlying stock and bond mutual funds and ETFs. It allocates at least 95% of its net assets (stock/bond assets) among the portfolio funds according to an asset allocation table based on the current level of the Standard & Poor’s (S&P) 500® Index. The fund may invest up to 5% of net assets plus any cash received that day in cash, high quality short-term paper and government securities.

Full CTFAX 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.