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CVTCX vs STAG: Dividend Comparison 2026

CVTCX yields 7.33% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CVTCX wins by $14.1K in total portfolio value
10 years
CVTCX
CVTCX
● Live price
7.33%
Share price
$50.96
Annual div
$3.73
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.5K
Annual income
$1,166.26
Full CVTCX 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 — CVTCX vs STAG

📍 CVTCX 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 PeriodCVTCXSTAG
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, CVTCX + STAG cover 0 of 12 monthsgood coverage

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

CVTCX
Annual income on $10K today (after 15% tax)
$622.81/yr
After 10yr DRIP, annual income (after tax)
$991.32/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, CVTCX beats the other by $598.03/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CVTCX: 50%STAG: 50%
100% STAG50/50100% CVTCX
Portfolio after 10yr
$25.4K
Annual income
$814.48/yr
Blended yield
3.21%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

CVTCX
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)

CVTCX buys
0
STAG buys
0
No recent congressional trades found for CVTCX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCVTCXSTAG
Forward yield7.33%3.44%
Annual dividend / share$3.73$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$32.5K$18.3K
Annual income after 10y$1,166.26$462.70
Total dividends collected$9.5K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearCVTCX PortfolioCVTCX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,433$732.71$10,665$345.38+$768.00CVTCX
2$13,016$782.89$11,365$358.01+$1.7KCVTCX
3$14,760$832.99$12,099$370.76+$2.7KCVTCX
4$16,676$882.81$12,870$383.63+$3.8KCVTCX
5$18,775$932.16$13,678$396.60+$5.1KCVTCX
6$21,071$980.86$14,526$409.67+$6.5KCVTCX
7$23,574$1,028.75$15,413$422.82+$8.2KCVTCX
8$26,300$1,075.69$16,343$436.05+$10.0KCVTCX
9$29,263$1,121.56$17,315$449.35+$11.9KCVTCX
10$32,477$1,166.26$18,332$462.70+$14.1KCVTCX

CVTCX vs STAG: Complete Analysis 2026

CVTCXStock

The investment seeks high long-term total return through growth and current income. The fund invests primarily in a diversified portfolio of convertible, equity and fixed-income securities of U.S. companies without regard to market capitalization. The Advisor attempts to utilize these different types of securities to strike, in the investment adviser&#39;s opinion, the appropriate balance between risk and reward in terms of growth and income. The average term to maturity of the convertible and fixed-income securities purchased by the fund will typically range from two to ten years.

Full CVTCX 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.