Is JAVTX or STAG a better dividend investment in 2026?

JAVTX currently yields 6.04% with a 5% 5-year dividend growth rate. STAG yields 3.44% with 1% growth. The better choice depends on your goal: JAVTX offers higher current income.

What is the dividend yield difference between JAVTX and STAG?

JAVTX has a forward dividend yield of 6.04% ($4.73/share annually). STAG yields 3.44% ($1.24/share annually). The yield gap is 2.60 percentage points.

Home › Compare › JAVTX vs STAG

JAVTX vs STAG: Dividend Comparison 2026

JAVTX yields 6.04% · STAG yields 3.44%● Live data

vsPost on X →

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

🏆 JAVTX wins by $11.5K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JAVTX

● Live price

6.04%

Share price

$78.33

Annual div

$4.73

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.8K

Annual income

$887.89

Full JAVTX 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 — JAVTX vs STAG

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

JAVTX pays

STAG pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

JAVTX

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

$513.53/yr

After 10yr DRIP, annual income (after tax)

$754.71/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, JAVTX beats the other by $361.41/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

JAVTX: 50%STAG: 50%

100% STAG50/50100% JAVTX

Portfolio after 10yr

$24.1K

Annual income

$675.29/yr

Blended yield

2.81%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

JAVTX

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.

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JAVTX buys

STAG buys

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

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

MetricJAVTXSTAG

Forward yield	6.04% ✓	3.44%
Annual dividend / share	$4.73 ✓	$1.24
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0.3% ✓
Portfolio after 10y	$29.8K ✓	$18.3K
Annual income after 10y	$887.89 ✓	$462.70
Total dividends collected	$7.5K ✓	$4.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	JAVTX Portfolio	JAVTX Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$11,304	$604.15	$10,665	$345.38	+$639.00 → JAVTX
2	$12,734	$638.27	$11,365	$358.01	+$1.4K → JAVTX
3	$14,297	$671.95	$12,099	$370.76	+$2.2K → JAVTX
4	$16,003	$705.09	$12,870	$383.63	+$3.1K → JAVTX
5	$17,861	$737.58	$13,678	$396.60	+$4.2K → JAVTX
6	$19,880	$769.36	$14,526	$409.67	+$5.4K → JAVTX
7	$22,072	$800.33	$15,413	$422.82	+$6.7K → JAVTX
8	$24,448	$830.44	$16,343	$436.05	+$8.1K → JAVTX
9	$27,019	$859.64	$17,315	$449.35	+$9.7K → JAVTX
10	$29,798	$887.89	$18,332	$462.70	+$11.5K → JAVTX

JAVTX vs STAG: Complete Analysis 2026

JAVTX — Stock

The fund pursues its investment objective by investing at least 50% of its equity assets in small-sized companies. It may also invest in larger companies with strong growth potential. Small-sized companies are defined by the portfolio manager as those companies whose market capitalization falls within the range of companies in the Russell 2000® Growth Index at the time of initial purchase. The fund may also invest in foreign securities, which may include investments in emerging markets.

Full JAVTX 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 JAVTX vs STAG comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JAVTX vs SCHD JAVTX vs JEPI JAVTX vs O JAVTX vs KO JAVTX vs MAIN JAVTX vs PLD JAVTX vs EQR JAVTX 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.