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FHATX vs STAG: Dividend Comparison 2026

FHATX yields 3.07% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FHATX wins by $6.0K in total portfolio value
10 years
FHATX
FHATX
● Live price
3.07%
Share price
$12.42
Annual div
$0.38
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$373.79
Full FHATX 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 — FHATX vs STAG

📍 FHATX 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 PeriodFHATXSTAG
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, FHATX + STAG cover 0 of 12 monthsgood coverage

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

FHATX
Annual income on $10K today (after 15% tax)
$260.75/yr
After 10yr DRIP, annual income (after tax)
$317.72/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, STAG beats the other by $75.17/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FHATX: 50%STAG: 50%
100% STAG50/50100% FHATX
Portfolio after 10yr
$21.3K
Annual income
$418.00/yr
Blended yield
1.96%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

FHATX
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)

FHATX buys
0
STAG buys
0
No recent congressional trades found for FHATX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFHATXSTAG
Forward yield3.07%3.44%
Annual dividend / share$0.38$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$24.3K$18.3K
Annual income after 10y$373.79$462.22
Total dividends collected$3.4K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearFHATX PortfolioFHATX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,007$306.76$10,665$345.09+$342.00FHATX
2$12,093$315.56$11,364$357.70+$729.00FHATX
3$13,263$324.01$12,098$370.43+$1.2KFHATX
4$14,524$332.13$12,869$383.28+$1.7KFHATX
5$15,880$339.90$13,677$396.23+$2.2KFHATX
6$17,339$347.33$14,524$409.27+$2.8KFHATX
7$18,908$354.43$15,411$422.41+$3.5KFHATX
8$20,592$361.20$16,339$435.61+$4.3KFHATX
9$22,401$367.65$17,311$448.89+$5.1KFHATX
10$24,343$373.79$18,327$462.22+$6.0KFHATX

FHATX vs STAG: Complete Analysis 2026

FHATXStock

The investment seeks high total return until its target retirement date; thereafter the fund's objective will be to seek high current income and, as a secondary objective, capital appreciation. The fund invests primarily in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity® funds). The adviser allocates assets according to a neutral asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom® Blend Income Fund, approximately 10 to 19 years after the year 2030.

Full FHATX 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.