HomeCompareFMRHX vs STAG

FMRHX vs STAG: Dividend Comparison 2026

FMRHX yields 1.41% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FMRHX wins by $3.4K in total portfolio value
10 years
FMRHX
FMRHX
● Live price
1.41%
Share price
$11.15
Annual div
$0.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.7K
Annual income
$154.26
Full FMRHX 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 — FMRHX vs STAG

📍 FMRHX 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 PeriodFMRHXSTAG
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, FMRHX + STAG cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FMRHX
Annual income on $10K today (after 15% tax)
$119.69/yr
After 10yr DRIP, annual income (after tax)
$131.12/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, STAG beats the other by $262.17/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FMRHX: 50%STAG: 50%
100% STAG50/50100% FMRHX
Portfolio after 10yr
$20.0K
Annual income
$308.48/yr
Blended yield
1.54%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

FMRHX
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)

FMRHX buys
0
STAG buys
0
No recent congressional trades found for FMRHX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFMRHXSTAG
Forward yield1.41%3.44%
Annual dividend / share$0.16$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$21.7K$18.3K
Annual income after 10y$154.26$462.70
Total dividends collected$1.5K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearFMRHX PortfolioFMRHX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$10,841$140.81$10,665$345.38+$176.00FMRHX
2$11,742$142.66$11,365$358.01+$377.00FMRHX
3$12,709$144.41$12,099$370.76+$610.00FMRHX
4$13,744$146.07$12,870$383.63+$874.00FMRHX
5$14,854$147.64$13,678$396.60+$1.2KFMRHX
6$16,043$149.13$14,526$409.67+$1.5KFMRHX
7$17,317$150.53$15,413$422.82+$1.9KFMRHX
8$18,681$151.85$16,343$436.05+$2.3KFMRHX
9$20,141$153.09$17,315$449.35+$2.8KFMRHX
10$21,705$154.26$18,332$462.70+$3.4KFMRHX

FMRHX vs STAG: Complete Analysis 2026

FMRHXStock

The fund invests in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds to seek to achieve the fund's investment objective consistent with a payment strategy to be administered through a complementary systematic withdrawal plan.

Full FMRHX 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 FMRHX vs STAG comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

FMRHX vs SCHDFMRHX vs JEPIFMRHX vs OFMRHX vs KOFMRHX vs MAINFMRHX vs PLDFMRHX vs EQRFMRHX 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.