Is JDGTX or STAG a better dividend investment in 2026?

JDGTX currently yields 13.73% with a 5% 5-year dividend growth rate. STAG yields 3.44% with 1% growth. The better choice depends on your goal: JDGTX offers higher current income.

What is the dividend yield difference between JDGTX and STAG?

JDGTX has a forward dividend yield of 13.73% ($2.00/share annually). STAG yields 3.44% ($1.24/share annually). The yield gap is 10.29 percentage points.

Home › Compare › JDGTX vs STAG

JDGTX vs STAG: Dividend Comparison 2026

JDGTX yields 13.73% · STAG yields 3.44%● Live data

vsPost on X →

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

🏆 JDGTX wins by $31.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JDGTX

● Live price

13.73%

Share price

$14.57

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$49.3K

Annual income

$3,216.91

Full JDGTX 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 — JDGTX vs STAG

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

JDGTX pays

STAG pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

JDGTX

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

$1,166.86/yr

After 10yr DRIP, annual income (after tax)

$2,734.37/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, JDGTX beats the other by $2,341.08/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

JDGTX: 50%STAG: 50%

100% STAG50/50100% JDGTX

Portfolio after 10yr

$33.8K

Annual income

$1,839.80/yr

Blended yield

5.44%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

JDGTX

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)

JDGTX buys

STAG buys

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

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

MetricJDGTXSTAG

Forward yield	13.73% ✓	3.44%
Annual dividend / share	$2.00 ✓	$1.24
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0.3% ✓
Portfolio after 10y	$49.3K ✓	$18.3K
Annual income after 10y	$3,216.91 ✓	$462.70
Total dividends collected	$22.6K ✓	$4.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	JDGTX Portfolio	JDGTX Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$12,073	$1,372.78	$10,665	$345.38	+$1.4K → JDGTX
2	$14,467	$1,548.90	$11,365	$358.01	+$3.1K → JDGTX
3	$17,214	$1,734.62	$12,099	$370.76	+$5.1K → JDGTX
4	$20,348	$1,929.00	$12,870	$383.63	+$7.5K → JDGTX
5	$23,903	$2,131.02	$13,678	$396.60	+$10.2K → JDGTX
6	$27,916	$2,339.60	$14,526	$409.67	+$13.4K → JDGTX
7	$32,424	$2,553.61	$15,413	$422.82	+$17.0K → JDGTX
8	$37,466	$2,771.92	$16,343	$436.05	+$21.1K → JDGTX
9	$43,082	$2,993.39	$17,315	$449.35	+$25.8K → JDGTX
10	$49,314	$3,216.91	$18,332	$462.70	+$31.0K → JDGTX

JDGTX vs STAG: Complete Analysis 2026

JDGTX — Stock

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in dividend-paying securities. It invests primarily in common stocks from the universe of the MSCI World High Dividend Yield Index, utilizing INTECH's mathematical investment process, applying a managed volatility approach. The MSCI World High Dividend Yield Index is designed to reflect the performance of the high dividend yield securities contained within the broader MSCI World Indexsm.

Full JDGTX 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 JDGTX vs STAG comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

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