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HACAX vs STAG: Dividend Comparison 2026

HACAX yields 13.10% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HACAX wins by $29.1K in total portfolio value
10 years
HACAX
HACAX
● Live price
13.10%
Share price
$100.12
Annual div
$13.12
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.4K
Annual income
$2,959.49
Full HACAX 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 — HACAX vs STAG

📍 HACAX 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 PeriodHACAXSTAG
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, HACAX + STAG cover 0 of 12 monthsgood coverage

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

HACAX
Annual income on $10K today (after 15% tax)
$1,113.87/yr
After 10yr DRIP, annual income (after tax)
$2,515.57/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, HACAX beats the other by $2,122.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HACAX: 50%STAG: 50%
100% STAG50/50100% HACAX
Portfolio after 10yr
$32.9K
Annual income
$1,711.09/yr
Blended yield
5.21%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

HACAX
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HACAX buys
0
STAG buys
0
No recent congressional trades found for HACAX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHACAXSTAG
Forward yield13.10%3.44%
Annual dividend / share$13.12$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$47.4K$18.3K
Annual income after 10y$2,959.49$462.70
Total dividends collected$21.1K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearHACAX PortfolioHACAX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$12,010$1,310.44$10,665$345.38+$1.3KHACAX
2$14,322$1,470.93$11,365$358.01+$3.0KHACAX
3$16,964$1,639.29$12,099$370.76+$4.9KHACAX
4$19,966$1,814.65$12,870$383.63+$7.1KHACAX
5$23,360$1,996.06$13,678$396.60+$9.7KHACAX
6$27,177$2,182.56$14,526$409.67+$12.7KHACAX
7$31,453$2,373.14$15,413$422.82+$16.0KHACAX
8$36,222$2,566.80$16,343$436.05+$19.9KHACAX
9$41,520$2,762.57$17,315$449.35+$24.2KHACAX
10$47,386$2,959.49$18,332$462.70+$29.1KHACAX

HACAX vs STAG: Complete Analysis 2026

HACAXStock

The fund invests primarily in equity securities, principally common and preferred stocks, of U.S. companies with market capitalizations of at least $1 billion at the time of purchase and that the Subadviser considers to have above average prospects for growth. The stocks of mid and large cap companies in the fund's portfolio are those the Subadviser expects to maintain or achieve above average earnings growth. The fund may invest up to 20% of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets.

Full HACAX 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.