HomeCompareJFRDX vs STAG

JFRDX vs STAG: Dividend Comparison 2026

JFRDX yields 15.59% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JFRDX wins by $37.2K in total portfolio value
10 years
JFRDX
JFRDX
● Live price
15.59%
Share price
$44.68
Annual div
$6.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$55.5K
Annual income
$4,077.13
Full JFRDX 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 — JFRDX vs STAG

📍 JFRDX 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 PeriodJFRDXSTAG
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, JFRDX + STAG cover 0 of 12 monthsgood coverage

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

JFRDX
Annual income on $10K today (after 15% tax)
$1,325.40/yr
After 10yr DRIP, annual income (after tax)
$3,465.56/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, JFRDX beats the other by $3,072.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JFRDX: 50%STAG: 50%
100% STAG50/50100% JFRDX
Portfolio after 10yr
$36.9K
Annual income
$2,269.92/yr
Blended yield
6.15%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

JFRDX
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JFRDX buys
0
STAG buys
0
No recent congressional trades found for JFRDX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJFRDXSTAG
Forward yield15.59%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$55.5K$18.3K
Annual income after 10y$4,077.13$462.70
Total dividends collected$27.5K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearJFRDX PortfolioJFRDX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$12,259$1,559.30$10,665$345.38+$1.6KJFRDX
2$14,904$1,786.53$11,365$358.01+$3.5KJFRDX
3$17,977$2,029.85$12,099$370.76+$5.9KJFRDX
4$21,524$2,288.22$12,870$383.63+$8.7KJFRDX
5$25,591$2,560.42$13,678$396.60+$11.9KJFRDX
6$30,227$2,845.08$14,526$409.67+$15.7KJFRDX
7$35,484$3,140.69$15,413$422.82+$20.1KJFRDX
8$41,413$3,445.66$16,343$436.05+$25.1KJFRDX
9$48,071$3,758.37$17,315$449.35+$30.8KJFRDX
10$55,513$4,077.13$18,332$462.70+$37.2KJFRDX

JFRDX vs STAG: Complete Analysis 2026

JFRDXStock

The fund pursues its investment objective by normally investing primarily in a portfolio 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. It is non-diversified.

Full JFRDX 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.