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HFQIX vs STAG: Dividend Comparison 2026

HFQIX yields 6.58% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HFQIX wins by $12.6K in total portfolio value
10 years
HFQIX
HFQIX
● Live price
6.58%
Share price
$7.65
Annual div
$0.50
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.9K
Annual income
$999.44
Full HFQIX 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 — HFQIX vs STAG

📍 HFQIX 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 PeriodHFQIXSTAG
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, HFQIX + STAG cover 0 of 12 monthsgood coverage

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

HFQIX
Annual income on $10K today (after 15% tax)
$559.09/yr
After 10yr DRIP, annual income (after tax)
$849.52/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, HFQIX beats the other by $456.23/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HFQIX: 50%STAG: 50%
100% STAG50/50100% HFQIX
Portfolio after 10yr
$24.6K
Annual income
$731.07/yr
Blended yield
2.97%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

HFQIX
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HFQIX buys
0
STAG buys
0
No recent congressional trades found for HFQIX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFQIXSTAG
Forward yield6.58%3.44%
Annual dividend / share$0.50$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$30.9K$18.3K
Annual income after 10y$999.44$462.70
Total dividends collected$8.3K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearHFQIX PortfolioHFQIX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,358$657.75$10,665$345.38+$693.00HFQIX
2$12,851$698.19$11,365$358.01+$1.5KHFQIX
3$14,489$738.30$12,099$370.76+$2.4KHFQIX
4$16,281$777.94$12,870$383.63+$3.4KHFQIX
5$18,238$816.97$13,678$396.60+$4.6KHFQIX
6$20,370$855.29$14,526$409.67+$5.8KHFQIX
7$22,688$892.77$15,413$422.82+$7.3KHFQIX
8$25,206$929.34$16,343$436.05+$8.9KHFQIX
9$27,935$964.92$17,315$449.35+$10.6KHFQIX
10$30,890$999.44$18,332$462.70+$12.6KHFQIX

HFQIX vs STAG: Complete Analysis 2026

HFQIXStock

The fund pursues its investment objectives by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of income-producing equity securities, such as common and preferred dividend-paying stocks. The adviser invests in U.S. and non-U.S. issuers and will typically invest at least 40% of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding the United States.

Full HFQIX 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.