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EIPFX vs STAG: Dividend Comparison 2026

EIPFX yields 12.89% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 EIPFX wins by $28.4K in total portfolio value
10 years
EIPFX
EIPFX
● Live price
12.89%
Share price
$20.00
Annual div
$2.58
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$46.7K
Annual income
$2,874.23
Full EIPFX calculator →
STAG
STAG Industrial Inc.
● Live price
3.44%
Share price
$36.09
Annual div
$1.24
5Y div CAGR
0.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$18.3K
Annual income
$462.22
Full STAG calculator →

Portfolio growth — EIPFX vs STAG

📍 EIPFX 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 PeriodEIPFXSTAG
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, EIPFX + STAG cover 0 of 12 monthsgood coverage

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

EIPFX
Annual income on $10K today (after 15% tax)
$1,095.65/yr
After 10yr DRIP, annual income (after tax)
$2,443.10/yr
STAG
Annual income on $10K today (after 15% tax)
$292.45/yr
After 10yr DRIP, annual income (after tax)
$392.89/yr
At 15% tax rate, EIPFX beats the other by $2,050.21/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EIPFX: 50%STAG: 50%
100% STAG50/50100% EIPFX
Portfolio after 10yr
$32.5K
Annual income
$1,668.22/yr
Blended yield
5.13%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

EIPFX
No analyst data
STAG
Analyst Ratings
9
Buy
9
Hold
3
Sell
Consensus: Buy
Price Target
$45.00
+24.7% 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)

EIPFX buys
0
STAG buys
0
No recent congressional trades found for EIPFX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEIPFXSTAG
Forward yield12.89%3.44%
Annual dividend / share$2.58$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$46.7K$18.3K
Annual income after 10y$2,874.23$462.22
Total dividends collected$20.6K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearEIPFX PortfolioEIPFX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,989$1,289.00$10,665$345.09+$1.3KEIPFX
2$14,273$1,444.28$11,364$357.70+$2.9KEIPFX
3$16,878$1,606.89$12,098$370.43+$4.8KEIPFX
4$19,836$1,775.97$12,869$383.28+$7.0KEIPFX
5$23,175$1,950.61$13,677$396.23+$9.5KEIPFX
6$26,927$2,129.88$14,524$409.27+$12.4KEIPFX
7$31,125$2,312.82$15,411$422.41+$15.7KEIPFX
8$35,802$2,498.47$16,339$435.61+$19.5KEIPFX
9$40,994$2,685.91$17,311$448.89+$23.7KEIPFX
10$46,738$2,874.23$18,327$462.22+$28.4KEIPFX

EIPFX vs STAG: Complete Analysis 2026

EIPFXStock

The investment seeks to provide a high level of total shareholder return that is balanced between current income and growth; it seeks low volatility as a secondary objective. Under normal market conditions, the fund pursues its objectives by investing primarily in a diversified portfolio of equity securities of issuers in the energy industry ("Energy Companies") that seek to pay out as dividends or distributions a portion of income or distributable cash flow in excess of the average for listed equities as a whole. It concentrates its investments in the Energy Industry and may invest without limit in Energy Companies of any market capitalization.

Full EIPFX 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.