HomeCompareHRCAX vs STAG

HRCAX vs STAG: Dividend Comparison 2026

HRCAX yields 13.41% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HRCAX wins by $30.0K in total portfolio value
10 years
HRCAX
HRCAX
● Live price
13.41%
Share price
$97.83
Annual div
$13.12
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.3K
Annual income
$3,084.36
Full HRCAX 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 — HRCAX vs STAG

📍 HRCAX 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 PeriodHRCAXSTAG
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, HRCAX + STAG cover 0 of 12 monthsgood coverage

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

HRCAX
Annual income on $10K today (after 15% tax)
$1,139.95/yr
After 10yr DRIP, annual income (after tax)
$2,621.71/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, HRCAX beats the other by $2,228.41/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HRCAX: 50%STAG: 50%
100% STAG50/50100% HRCAX
Portfolio after 10yr
$33.3K
Annual income
$1,773.53/yr
Blended yield
5.32%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

HRCAX
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)

HRCAX buys
0
STAG buys
0
No recent congressional trades found for HRCAX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHRCAXSTAG
Forward yield13.41%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$48.3K$18.3K
Annual income after 10y$3,084.36$462.70
Total dividends collected$21.8K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearHRCAX PortfolioHRCAX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$12,041$1,341.11$10,665$345.38+$1.4KHRCAX
2$14,393$1,509.21$11,365$358.01+$3.0KHRCAX
3$17,087$1,685.99$12,099$370.76+$5.0KHRCAX
4$20,153$1,870.56$12,870$383.63+$7.3KHRCAX
5$23,626$2,061.95$13,678$396.60+$9.9KHRCAX
6$27,539$2,259.11$14,526$409.67+$13.0KHRCAX
7$31,928$2,460.99$15,413$422.82+$16.5KHRCAX
8$36,829$2,666.53$16,343$436.05+$20.5KHRCAX
9$42,282$2,874.66$17,315$449.35+$25.0KHRCAX
10$48,326$3,084.36$18,332$462.70+$30.0KHRCAX

HRCAX vs STAG: Complete Analysis 2026

HRCAXStock

The investment seeks long-term growth of capital. 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&#39;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 HRCAX 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.