Is FTUAX or STAG a better dividend investment in 2026?

FTUAX currently yields 2.04% with a 5% 5-year dividend growth rate. STAG yields 3.99% with 1% growth. The better choice depends on your goal: STAG offers higher current income.

What is the dividend yield difference between FTUAX and STAG?

FTUAX has a forward dividend yield of 2.04% ($1.36/share annually). STAG yields 3.99% ($1.47/share annually). The yield gap is 1.95 percentage points.

Home › Compare › FTUAX vs STAG

FTUAX vs STAG: Dividend Comparison 2026

FTUAX yields 2.04% · STAG yields 3.99%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 FTUAX wins by $69.16M in total portfolio value

INVESTMENT

TIME HORIZON10 years

FTUAX

● Live price

2.04%

Share price

$66.87

Annual div

$1.36

5Y div CAGR

100%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$69.18M

Annual income

$63,216,117.66

Full FTUAX calculator →

STAG

STAG Industrial Inc.

● Live price

3.99%

Share price

$36.80

Annual div

$1.47

5Y div CAGR

Payout ratio

72%

After 10 yrs · $10,000 · DRIP

Portfolio value

$19.4K

Annual income

$606.20

Full STAG calculator →

Portfolio growth — FTUAX vs STAG

📍 FTUAX 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 Period	FTUAX	STAG
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, FTUAX + STAG cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

FTUAX 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.

FTUAX

Annual income on $10K today (after 15% tax)

$173.00/yr

After 10yr DRIP, annual income (after tax)

$53,733,700.01/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, FTUAX beats the other by $53,733,184.74/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

FTUAX: 50%STAG: 50%

100% STAG50/50100% FTUAX

Portfolio after 10yr

$34.60M

Annual income

$31,608,361.93/yr

Blended yield

91.35%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

FTUAX

No analyst data

Altman Z

0.2

Piotroski

6/9

STAG

Analyst Ratings

Buy

Hold

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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FTUAX buys

STAG buys

No recent congressional trades found for FTUAX or STAG in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricFTUAXSTAG

Forward yield	2.04%	3.99% ✓
Annual dividend / share	$1.36	$1.47 ✓
Payout ratio	50% ✓	72%
1-year div growth	0%	0.5% ✓
5-year div CAGR	100% ✓	1%
Portfolio after 10y	$69.18M ✓	$19.4K
Annual income after 10y	$63,216,117.66 ✓	$606.20
Total dividends collected	$68.70M ✓	$5.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	FTUAX Portfolio	FTUAX Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$11,107	$407.06	$10,723	$403.45	+$384.00 → FTUAX
2	$12,730	$845.09	$11,490	$423.42	+$1.2K → FTUAX
3	$15,431	$1,810.36	$12,302	$444.01	+$3.1K → FTUAX
4	$20,613	$4,101.96	$13,161	$465.24	+$7.5K → FTUAX
5	$32,298	$10,242.06	$14,069	$487.12	+$18.2K → FTUAX
6	$64,555	$29,996.20	$15,029	$509.63	+$49.5K → FTUAX
7	$181,138	$112,063.93	$16,042	$532.80	+$165.1K → FTUAX
8	$781,564	$587,746.54	$17,112	$556.61	+$764.5K → FTUAX
9	$5,576,415	$4,740,140.88	$18,241	$581.08	+$5.56M → FTUAX
10	$69,182,881	$63,216,117.66	$19,431	$606.20	+$69.16M → FTUAX

FTUAX vs STAG: Complete Analysis 2026

FTUAX — Stock

The fund invests primarily in common stocks. It normally investing at least 80% of assets in securities of companies principally engaged in the development, production, or distribution of telecommunications services. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.

Full FTUAX Calculator →

STAG — REIT

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 →

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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.