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JBFRX vs STAG: Dividend Comparison 2026

JBFRX yields 4.47% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JBFRX wins by $8.5K in total portfolio value
10 years
JBFRX
JBFRX
● Live price
4.47%
Share price
$13.50
Annual div
$0.60
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.8K
Annual income
$594.76
Full JBFRX 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 — JBFRX vs STAG

📍 JBFRX 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 PeriodJBFRXSTAG
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, JBFRX + STAG cover 0 of 12 monthsgood coverage

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

JBFRX
Annual income on $10K today (after 15% tax)
$379.69/yr
After 10yr DRIP, annual income (after tax)
$505.55/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, JBFRX beats the other by $112.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JBFRX: 50%STAG: 50%
100% STAG50/50100% JBFRX
Portfolio after 10yr
$22.6K
Annual income
$528.73/yr
Blended yield
2.34%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

JBFRX
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)

JBFRX buys
0
STAG buys
0
No recent congressional trades found for JBFRX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJBFRXSTAG
Forward yield4.47%3.44%
Annual dividend / share$0.60$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$26.8K$18.3K
Annual income after 10y$594.76$462.70
Total dividends collected$5.2K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearJBFRX PortfolioJBFRX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,147$446.69$10,665$345.38+$482.00JBFRX
2$12,392$465.34$11,365$358.01+$1.0KJBFRX
3$13,743$483.49$12,099$370.76+$1.6KJBFRX
4$15,206$501.12$12,870$383.63+$2.3KJBFRX
5$16,789$518.20$13,678$396.60+$3.1KJBFRX
6$18,499$534.70$14,526$409.67+$4.0KJBFRX
7$20,345$550.62$15,413$422.82+$4.9KJBFRX
8$22,335$565.93$16,343$436.05+$6.0KJBFRX
9$24,479$580.65$17,315$449.35+$7.2KJBFRX
10$26,787$594.76$18,332$462.70+$8.5KJBFRX

JBFRX vs STAG: Complete Analysis 2026

JBFRXStock

The investment seeks a high level of current income consistent with prudent investment risk. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of bonds. The advisor contemplates that at least 75% of its net assets will be in investment-grade debt securities and cash and cash equivalents. It will not invest more than 10% of its total assets in securities denominated in foreign currencies. Under normal market conditions, the advisor does not anticipate investing more than 25% of its total assets in U.S. dollar-denominated foreign securities (excluding Canadian securities).

Full JBFRX 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.