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HCKAX vs STAG: Dividend Comparison 2026

HCKAX yields 7.41% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HCKAX wins by $14.3K in total portfolio value
10 years
HCKAX
HCKAX
● Live price
7.41%
Share price
$9.86
Annual div
$0.73
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.7K
Annual income
$1,185.16
Full HCKAX 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 — HCKAX vs STAG

📍 HCKAX 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 PeriodHCKAXSTAG
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, HCKAX + STAG cover 0 of 12 monthsgood coverage

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

HCKAX
Annual income on $10K today (after 15% tax)
$629.72/yr
After 10yr DRIP, annual income (after tax)
$1,007.39/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, HCKAX beats the other by $614.09/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HCKAX: 50%STAG: 50%
100% STAG50/50100% HCKAX
Portfolio after 10yr
$25.5K
Annual income
$823.93/yr
Blended yield
3.23%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

HCKAX
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)

HCKAX buys
0
STAG buys
0
No recent congressional trades found for HCKAX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHCKAXSTAG
Forward yield7.41%3.44%
Annual dividend / share$0.73$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$32.7K$18.3K
Annual income after 10y$1,185.16$462.70
Total dividends collected$9.7K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearHCKAX PortfolioHCKAX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,441$740.85$10,665$345.38+$776.00HCKAX
2$13,034$792.15$11,365$358.01+$1.7KHCKAX
3$14,790$843.41$12,099$370.76+$2.7KHCKAX
4$16,719$894.41$12,870$383.63+$3.8KHCKAX
5$18,835$944.96$13,678$396.60+$5.2KHCKAX
6$21,148$994.88$14,526$409.67+$6.6KHCKAX
7$23,672$1,043.99$15,413$422.82+$8.3KHCKAX
8$26,422$1,092.16$16,343$436.05+$10.1KHCKAX
9$29,410$1,139.25$17,315$449.35+$12.1KHCKAX
10$32,654$1,185.16$18,332$462.70+$14.3KHCKAX

HCKAX vs STAG: Complete Analysis 2026

HCKAXStock

The fund invests in a combination of Hartford Funds ("underlying funds"): the Hartford Capital Appreciation Fund, which normally invests at least 65% of its net assets in common stocks; the Hartford Dividend and Growth Fund, which invests primarily in a portfolio of equity securities that typically have above average dividend yields; and the Hartford Total Return Bond ETF, which under normal circumstances invests at least 80% of its net assets in bonds.

Full HCKAX 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.