HomeCompareHSFNX vs STAG

HSFNX vs STAG: Dividend Comparison 2026

HSFNX yields 10.80% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HSFNX wins by $22.5K in total portfolio value
10 years
HSFNX
HSFNX
● Live price
10.80%
Share price
$27.89
Annual div
$3.01
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.8K
Annual income
$2,126.26
Full HSFNX 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 — HSFNX vs STAG

📍 HSFNX 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 PeriodHSFNXSTAG
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, HSFNX + STAG cover 0 of 12 monthsgood coverage

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

HSFNX
Annual income on $10K today (after 15% tax)
$918.35/yr
After 10yr DRIP, annual income (after tax)
$1,807.32/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, HSFNX beats the other by $1,414.03/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HSFNX: 50%STAG: 50%
100% STAG50/50100% HSFNX
Portfolio after 10yr
$29.6K
Annual income
$1,294.48/yr
Blended yield
4.38%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

HSFNX
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)

HSFNX buys
0
STAG buys
0
No recent congressional trades found for HSFNX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHSFNXSTAG
Forward yield10.80%3.44%
Annual dividend / share$3.01$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$40.8K$18.3K
Annual income after 10y$2,126.26$462.70
Total dividends collected$16.0K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearHSFNX PortfolioHSFNX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,780$1,080.41$10,665$345.38+$1.1KHSFNX
2$13,795$1,189.50$11,365$358.01+$2.4KHSFNX
3$16,062$1,301.75$12,099$370.76+$4.0KHSFNX
4$18,603$1,416.56$12,870$383.63+$5.7KHSFNX
5$21,438$1,533.31$13,678$396.60+$7.8KHSFNX
6$24,590$1,651.43$14,526$409.67+$10.1KHSFNX
7$28,082$1,770.32$15,413$422.82+$12.7KHSFNX
8$31,937$1,889.43$16,343$436.05+$15.6KHSFNX
9$36,181$2,008.24$17,315$449.35+$18.9KHSFNX
10$40,840$2,126.26$18,332$462.70+$22.5KHSFNX

HSFNX vs STAG: Complete Analysis 2026

HSFNXStock

Under normal circumstances, the fund invests at least 80% of its net assets in securities of small-cap companies principally engaged in the business of providing financial services. The fund's manager considers a small-cap company to be one that has a market capitalization of less than $3 billion, measured at the time of purchase. It will not invest more than 5% of its total assets in the equity-related securities of any one company that derives more than 15% of its revenues from brokerage or investment management activities. The fund is non-diversified.

Full HSFNX 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.