HomeCompareFGTRX vs STAG

FGTRX vs STAG: Dividend Comparison 2026

FGTRX yields 9.14% · STAG yields 3.99%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FGTRX wins by $17.2K in total portfolio value
10 years
FGTRX
FGTRX
● Live price
9.14%
Share price
$20.77
Annual div
$1.90
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.6K
Annual income
$1,624.77
Full FGTRX calculator →
STAG
STAG Industrial Inc.
● Live price
3.99%
Share price
$36.80
Annual div
$1.47
5Y div CAGR
1%
Payout ratio
72%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.4K
Annual income
$606.20
Full STAG calculator →

Portfolio growth — FGTRX vs STAG

📍 FGTRX 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 PeriodFGTRXSTAG
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, FGTRX + STAG cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FGTRX
Annual income on $10K today (after 15% tax)
$776.50/yr
After 10yr DRIP, annual income (after tax)
$1,381.05/yr
STAG
Annual income on $10K today (after 15% tax)
$339.54/yr
After 10yr DRIP, annual income (after tax)
$515.27/yr
At 15% tax rate, FGTRX beats the other by $865.78/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FGTRX: 50%STAG: 50%
100% STAG50/50100% FGTRX
Portfolio after 10yr
$28.0K
Annual income
$1,115.49/yr
Blended yield
3.98%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

FGTRX
No analyst data
STAG
Analyst Ratings
9
Buy
9
Hold
3
Sell
Consensus: Buy
Price Target
$45.00
+22.3% 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)

FGTRX buys
0
STAG buys
0
No recent congressional trades found for FGTRX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFGTRXSTAG
Forward yield9.14%3.99%
Annual dividend / share$1.90$1.47
Payout ratio50%72%
1-year div growth0%0.5%
5-year div CAGR0%1%
Portfolio after 10y$36.6K$19.4K
Annual income after 10y$1,624.77$606.20
Total dividends collected$12.7K$5.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearFGTRX PortfolioFGTRX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,614$913.53$10,723$403.45+$891.00FGTRX
2$13,418$991.52$11,490$423.42+$1.9KFGTRX
3$15,428$1,070.64$12,302$444.01+$3.1KFGTRX
4$17,658$1,150.48$13,161$465.24+$4.5KFGTRX
5$20,125$1,230.66$14,069$487.12+$6.1KFGTRX
6$22,845$1,310.81$15,029$509.63+$7.8KFGTRX
7$25,834$1,390.61$16,042$532.80+$9.8KFGTRX
8$29,112$1,469.72$17,112$556.61+$12.0KFGTRX
9$32,698$1,547.86$18,241$581.08+$14.5KFGTRX
10$36,612$1,624.77$19,431$606.20+$17.2KFGTRX

FGTRX vs STAG: Complete Analysis 2026

FGTRXStock

The investment seeks the highest level of long-term total return. The fund is a "fund of funds" meaning that it seeks to achieve its investment goal by investing its assets primarily in other funds, predominantly other Franklin Templeton and Legg Mason mutual funds and ETFs. The investment manager uses the following as a general guide in allocating the fund&#39;s assets among the broad asset classes: 80% equity funds; and 20% fixed-income funds. These percentages may be changed from time to time by the fund&#39;s investment manager without the approval of shareholders, and may vary up to 10% from these percentages of fund assets.

Full FGTRX Calculator →

STAGREIT

STAG Industrial is a single-tenant industrial REIT paying monthly dividends. Its portfolio of 500+ warehouses and distribution centers benefits from e-commerce growth. Amazon is its largest tenant. Monthly income frequency makes it attractive for investors who prefer regular cash flow over quarterly payments.

Full STAG Calculator →
📬

Get this FGTRX vs STAG comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

FGTRX vs SCHDFGTRX vs JEPIFGTRX vs OFGTRX vs KOFGTRX vs MAINFGTRX vs PLDFGTRX vs EQRFGTRX 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.