Is HDGFX or STAG a better dividend investment in 2026?

HDGFX currently yields 13.45% with a 5% 5-year dividend growth rate. STAG yields 3.44% with 1% growth. The better choice depends on your goal: HDGFX offers higher current income.

What is the dividend yield difference between HDGFX and STAG?

HDGFX has a forward dividend yield of 13.45% ($4.45/share annually). STAG yields 3.44% ($1.24/share annually). The yield gap is 10.01 percentage points.

Home › Compare › HDGFX vs STAG

HDGFX vs STAG: Dividend Comparison 2026

HDGFX yields 13.45% · STAG yields 3.44%● Live data

vsPost on X →

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

🏆 HDGFX wins by $30.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

HDGFX

● Live price

13.45%

Share price

$33.05

Annual div

$4.45

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$48.4K

Annual income

$3,100.61

Full HDGFX 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 — HDGFX vs STAG

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

HDGFX 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.

HDGFX

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

$1,143.29/yr

After 10yr DRIP, annual income (after tax)

$2,635.52/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, HDGFX beats the other by $2,242.22/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 HDGFX + STAG for your $10,000?

HDGFX: 50%STAG: 50%

100% STAG50/50100% HDGFX

Portfolio after 10yr

$33.4K

Annual income

$1,781.66/yr

Blended yield

5.34%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

HDGFX

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)

HDGFX buys

STAG buys

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

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

MetricHDGFXSTAG

Forward yield	13.45% ✓	3.44%
Annual dividend / share	$4.45 ✓	$1.24
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0.3% ✓
Portfolio after 10y	$48.4K ✓	$18.3K
Annual income after 10y	$3,100.61 ✓	$462.70
Total dividends collected	$21.9K ✓	$4.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	HDGFX Portfolio	HDGFX Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$12,045	$1,345.04	$10,665	$345.38	+$1.4K → HDGFX
2	$14,402	$1,514.12	$11,365	$358.01	+$3.0K → HDGFX
3	$17,102	$1,692.00	$12,099	$370.76	+$5.0K → HDGFX
4	$20,177	$1,877.78	$12,870	$383.63	+$7.3K → HDGFX
5	$23,660	$2,070.46	$13,678	$396.60	+$10.0K → HDGFX
6	$27,586	$2,269.02	$14,526	$409.67	+$13.1K → HDGFX
7	$31,989	$2,472.38	$15,413	$422.82	+$16.6K → HDGFX
8	$36,908	$2,679.48	$16,343	$436.05	+$20.6K → HDGFX
9	$42,380	$2,889.23	$17,315	$449.35	+$25.1K → HDGFX
10	$48,448	$3,100.61	$18,332	$462.70	+$30.1K → HDGFX

HDGFX vs STAG: Complete Analysis 2026

HDGFX — Stock

The fund invests primarily in a portfolio of equity securities that typically have above average dividend yields and whose prospects for capital appreciation are considered favorable by the sub-adviser. Under normal market and economic conditions, at least 80% of its net assets are invested in dividend paying equity securities. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.

Full HDGFX 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.