Is IIMFX or STAG a better dividend investment in 2026?

IIMFX currently yields 10.26% with a 5% 5-year dividend growth rate. STAG yields 3.44% with 1% growth. The better choice depends on your goal: IIMFX offers higher current income.

What is the dividend yield difference between IIMFX and STAG?

IIMFX has a forward dividend yield of 10.26% ($2.28/share annually). STAG yields 3.44% ($1.24/share annually). The yield gap is 6.82 percentage points.

Home › Compare › IIMFX vs STAG

IIMFX vs STAG: Dividend Comparison 2026

IIMFX yields 10.26% · STAG yields 3.44%● Live data

vsPost on X →

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

🏆 IIMFX wins by $21.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

IIMFX

● Live price

10.26%

Share price

$22.22

Annual div

$2.28

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$39.4K

Annual income

$1,952.83

Full IIMFX calculator →

STAG

STAG Industrial Inc.

● Live price

3.44%

Share price

$36.09

Annual div

$1.24

5Y div CAGR

0.3%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$18.3K

Annual income

$462.22

Full STAG calculator →

Portfolio growth — IIMFX vs STAG

📍 IIMFX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	IIMFX	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%.

📅

Dividend Calendar Overlap

Combined, IIMFX + STAG cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

IIMFX pays

STAG pays

Both pay

Neither

💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

IIMFX

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

$871.81/yr

After 10yr DRIP, annual income (after tax)

$1,659.91/yr

STAG

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

$292.45/yr

After 10yr DRIP, annual income (after tax)

$392.89/yr

At 15% tax rate, IIMFX beats the other by $1,267.02/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

IIMFX: 50%STAG: 50%

100% STAG50/50100% IIMFX

Portfolio after 10yr

$28.9K

Annual income

$1,207.52/yr

Blended yield

4.18%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

IIMFX

No analyst data

STAG

Analyst Ratings

Buy

Hold

Sell

Consensus: Buy

Price Target

$45.00

+24.7% 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)

IIMFX buys

STAG buys

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

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

MetricIIMFXSTAG

Forward yield	10.26% ✓	3.44%
Annual dividend / share	$2.28 ✓	$1.24
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0.3% ✓
Portfolio after 10y	$39.4K ✓	$18.3K
Annual income after 10y	$1,952.83 ✓	$462.22
Total dividends collected	$14.9K ✓	$4.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	IIMFX Portfolio	IIMFX Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$11,726	$1,025.66	$10,665	$345.09	+$1.1K → IIMFX
2	$13,670	$1,123.97	$11,364	$357.70	+$2.3K → IIMFX
3	$15,852	$1,224.66	$12,098	$370.43	+$3.8K → IIMFX
4	$18,289	$1,327.20	$12,869	$383.28	+$5.4K → IIMFX
5	$21,000	$1,431.05	$13,677	$396.23	+$7.3K → IIMFX
6	$24,006	$1,535.70	$14,524	$409.27	+$9.5K → IIMFX
7	$27,327	$1,640.65	$15,411	$422.41	+$11.9K → IIMFX
8	$30,985	$1,745.44	$16,339	$435.61	+$14.6K → IIMFX
9	$35,004	$1,849.64	$17,311	$448.89	+$17.7K → IIMFX
10	$39,407	$1,952.83	$18,327	$462.22	+$21.1K → IIMFX

IIMFX vs STAG: Complete Analysis 2026

IIMFX — Stock

Bluerock High Income Institutional Credit Fund is a closed-end investment fund, which engages in investment activities. Its investment objective is to generate income, while secondarily seeking long-term risk-adjusted returns to the broader markets. The company was founded on August 19, 2021 and is headquartered in New York, NY.

Full IIMFX 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 →

📬

Get this IIMFX vs STAG comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IIMFX vs SCHD IIMFX vs JEPI IIMFX vs O IIMFX vs KO IIMFX vs MAIN IIMFX vs PLD IIMFX vs EQR IIMFX vs VICI

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.