HomeCompareJDCAX vs STAG

JDCAX vs STAG: Dividend Comparison 2026

JDCAX yields 14.90% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JDCAX wins by $34.8K in total portfolio value
10 years
JDCAX
JDCAX
● Live price
14.90%
Share price
$46.77
Annual div
$6.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$53.1K
Annual income
$3,739.32
Full JDCAX 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 — JDCAX vs STAG

📍 JDCAX 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 PeriodJDCAXSTAG
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, JDCAX + STAG cover 0 of 12 monthsgood coverage

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

JDCAX
Annual income on $10K today (after 15% tax)
$1,266.17/yr
After 10yr DRIP, annual income (after tax)
$3,178.42/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, JDCAX beats the other by $2,785.54/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JDCAX: 50%STAG: 50%
100% STAG50/50100% JDCAX
Portfolio after 10yr
$35.7K
Annual income
$2,100.77/yr
Blended yield
5.88%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

JDCAX
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)

JDCAX buys
0
STAG buys
0
No recent congressional trades found for JDCAX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJDCAXSTAG
Forward yield14.90%3.44%
Annual dividend / share$6.97$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$53.1K$18.3K
Annual income after 10y$3,739.32$462.22
Total dividends collected$25.6K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearJDCAX PortfolioJDCAX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$12,190$1,489.62$10,665$345.09+$1.5KJDCAX
2$14,740$1,697.00$11,364$357.70+$3.4KJDCAX
3$17,689$1,917.79$12,098$370.43+$5.6KJDCAX
4$21,079$2,150.99$12,869$383.28+$8.2KJDCAX
5$24,950$2,395.43$13,677$396.23+$11.3KJDCAX
6$29,346$2,649.85$14,524$409.27+$14.8KJDCAX
7$34,313$2,912.87$15,411$422.41+$18.9KJDCAX
8$39,898$3,183.08$16,339$435.61+$23.6KJDCAX
9$46,150$3,459.05$17,311$448.89+$28.8KJDCAX
10$53,120$3,739.32$18,327$462.22+$34.8KJDCAX

JDCAX vs STAG: Complete Analysis 2026

JDCAXStock

The fund pursues its investment objective by normally investing primarily in a core group of 30-40 common stocks selected for their growth potential. It may invest in companies of any size, but will invest primarily in larger, well-established companies. The fund may also invest in foreign securities, which may include investments in emerging markets. It is non-diversified.

Full JDCAX 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.