HomeCompareJCMAX vs STAG

JCMAX vs STAG: Dividend Comparison 2026

JCMAX yields 6.33% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JCMAX wins by $12.0K in total portfolio value
10 years
JCMAX
JCMAX
● Live price
6.33%
Share price
$60.12
Annual div
$3.80
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.4K
Annual income
$946.59
Full JCMAX 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 — JCMAX vs STAG

📍 JCMAX 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 PeriodJCMAXSTAG
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, JCMAX + STAG cover 0 of 12 monthsgood coverage

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

JCMAX
Annual income on $10K today (after 15% tax)
$537.82/yr
After 10yr DRIP, annual income (after tax)
$804.60/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, JCMAX beats the other by $411.71/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JCMAX: 50%STAG: 50%
100% STAG50/50100% JCMAX
Portfolio after 10yr
$24.4K
Annual income
$704.41/yr
Blended yield
2.89%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

JCMAX
No analyst data
STAG
Analyst Ratings
9
Buy
9
Hold
3
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)

JCMAX buys
0
STAG buys
0
No recent congressional trades found for JCMAX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJCMAXSTAG
Forward yield6.33%3.44%
Annual dividend / share$3.80$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$30.4K$18.3K
Annual income after 10y$946.59$462.22
Total dividends collected$7.9K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearJCMAX PortfolioJCMAX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,333$632.73$10,665$345.09+$668.00JCMAX
2$12,796$670.15$11,364$357.70+$1.4KJCMAX
3$14,399$707.19$12,098$370.43+$2.3KJCMAX
4$16,151$743.71$12,869$383.28+$3.3KJCMAX
5$18,061$779.61$13,677$396.23+$4.4KJCMAX
6$20,140$814.78$14,524$409.27+$5.6KJCMAX
7$22,399$849.14$15,411$422.41+$7.0KJCMAX
8$24,849$882.60$16,339$435.61+$8.5KJCMAX
9$27,504$915.10$17,311$448.89+$10.2KJCMAX
10$30,376$946.59$18,327$462.22+$12.0KJCMAX

JCMAX vs STAG: Complete Analysis 2026

JCMAXStock

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. Assets means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap® Index at the time of purchase.

Full JCMAX 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.