Is HBLFX or STAG a better dividend investment in 2026?

HBLFX currently yields 8.20% with a 5% 5-year dividend growth rate. STAG yields 3.44% with 1% growth. The better choice depends on your goal: HBLFX offers higher current income.

What is the dividend yield difference between HBLFX and STAG?

HBLFX has a forward dividend yield of 8.20% ($1.18/share annually). STAG yields 3.44% ($1.24/share annually). The yield gap is 4.76 percentage points.

Home › Compare › HBLFX vs STAG

HBLFX vs STAG: Dividend Comparison 2026

HBLFX yields 8.20% · STAG yields 3.44%● Live data

vsPost on X →

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

🏆 HBLFX wins by $16.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

HBLFX

● Live price

8.20%

Share price

$14.45

Annual div

$1.18

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$34.4K

Annual income

$1,376.95

Full HBLFX 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 — HBLFX vs STAG

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

HBLFX 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.

HBLFX

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

$696.89/yr

After 10yr DRIP, annual income (after tax)

$1,170.41/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, HBLFX beats the other by $777.11/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 HBLFX + STAG for your $10,000?

HBLFX: 50%STAG: 50%

100% STAG50/50100% HBLFX

Portfolio after 10yr

$26.4K

Annual income

$919.83/yr

Blended yield

3.49%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

HBLFX

No analyst data

STAG

Analyst Ratings

Buy

Hold

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)

HBLFX buys

STAG buys

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

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

MetricHBLFXSTAG

Forward yield	8.20% ✓	3.44%
Annual dividend / share	$1.18	$1.24 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0.3% ✓
Portfolio after 10y	$34.4K ✓	$18.3K
Annual income after 10y	$1,376.95 ✓	$462.70
Total dividends collected	$11.0K ✓	$4.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	HBLFX Portfolio	HBLFX Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$11,520	$819.87	$10,665	$345.38	+$855.00 → HBLFX
2	$13,209	$882.69	$11,365	$358.01	+$1.8K → HBLFX
3	$15,079	$945.90	$12,099	$370.76	+$3.0K → HBLFX
4	$17,144	$1,009.20	$12,870	$383.63	+$4.3K → HBLFX
5	$19,417	$1,072.33	$13,678	$396.60	+$5.7K → HBLFX
6	$21,911	$1,135.01	$14,526	$409.67	+$7.4K → HBLFX
7	$24,642	$1,197.02	$15,413	$422.82	+$9.2K → HBLFX
8	$27,625	$1,258.13	$16,343	$436.05	+$11.3K → HBLFX
9	$30,877	$1,318.17	$17,315	$449.35	+$13.6K → HBLFX
10	$34,415	$1,376.95	$18,332	$462.70	+$16.1K → HBLFX

HBLFX vs STAG: Complete Analysis 2026

HBLFX — Stock

The fund targets an allocation of approximately 45% equity securities and 55% fixed income investments, with the allocation generally varying by no more than +/-5%. The equity portion of the fund invests primarily in common stocks with a history of above-average dividends or expectations of increasing dividends. It may invest up to 20% of the fixed income portion of the portfolio in domestic non-investment grade debt.

Full HBLFX Calculator →

STAG — REIT

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.