HomeCompareFAMVX vs STAG

FAMVX vs STAG: Dividend Comparison 2026

FAMVX yields 4.97% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FAMVX wins by $9.4K in total portfolio value
10 years
FAMVX
FAMVX
● Live price
4.97%
Share price
$98.01
Annual div
$4.87
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.7K
Annual income
$682.50
Full FAMVX 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 — FAMVX vs STAG

📍 FAMVX 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 PeriodFAMVXSTAG
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, FAMVX + STAG cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FAMVX
Annual income on $10K today (after 15% tax)
$422.20/yr
After 10yr DRIP, annual income (after tax)
$580.13/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, FAMVX beats the other by $186.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FAMVX: 50%STAG: 50%
100% STAG50/50100% FAMVX
Portfolio after 10yr
$23.0K
Annual income
$572.60/yr
Blended yield
2.49%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

FAMVX
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)

FAMVX buys
0
STAG buys
0
No recent congressional trades found for FAMVX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFAMVXSTAG
Forward yield4.97%3.44%
Annual dividend / share$4.87$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$27.7K$18.3K
Annual income after 10y$682.50$462.70
Total dividends collected$5.9K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearFAMVX PortfolioFAMVX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,197$496.70$10,665$345.38+$532.00FAMVX
2$12,500$519.76$11,365$358.01+$1.1KFAMVX
3$13,918$542.31$12,099$370.76+$1.8KFAMVX
4$15,456$564.30$12,870$383.63+$2.6KFAMVX
5$17,124$585.68$13,678$396.60+$3.4KFAMVX
6$18,929$606.42$14,526$409.67+$4.4KFAMVX
7$20,880$626.50$15,413$422.82+$5.5KFAMVX
8$22,988$645.87$16,343$436.05+$6.6KFAMVX
9$25,261$664.55$17,315$449.35+$7.9KFAMVX
10$27,712$682.50$18,332$462.70+$9.4KFAMVX

FAMVX vs STAG: Complete Analysis 2026

FAMVXStock

The fund's adviser employs a "value approach" in making its common stock selections. Generally, the adviser will attempt to remain fully invested in common stocks and securities that are convertible into common stocks, such as convertible bonds and convertible preferred stocks. The fund may invest in the securities of issuers of all sizes and market capitalizations. It may also invest in the securities of both domestic and foreign issuers and it may invest in shares of other investment companies, including exchange-traded funds ("ETFs").

Full FAMVX 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 →
📬

Get this FAMVX vs STAG comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

FAMVX vs SCHDFAMVX vs JEPIFAMVX vs OFAMVX vs KOFAMVX vs MAINFAMVX vs PLDFAMVX vs EQRFAMVX vs VICI

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