Is JHBIX or STAG a better dividend investment in 2026?

JHBIX currently yields 4.23% with a 5% 5-year dividend growth rate. STAG yields 3.44% with 1% growth. The better choice depends on your goal: JHBIX offers higher current income.

What is the dividend yield difference between JHBIX and STAG?

JHBIX has a forward dividend yield of 4.23% ($0.57/share annually). STAG yields 3.44% ($1.24/share annually). The yield gap is 0.79 percentage points.

Home › Compare › JHBIX vs STAG

JHBIX vs STAG: Dividend Comparison 2026

JHBIX yields 4.23% · STAG yields 3.44%● Live data

vsPost on X →

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

🏆 JHBIX wins by $8.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JHBIX

● Live price

4.23%

Share price

$13.52

Annual div

$0.57

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$26.4K

Annual income

$554.62

Full JHBIX 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 — JHBIX vs STAG

📍 JHBIX 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 Period	JHBIX	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%.

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Dividend Calendar Overlap

Combined, JHBIX + STAG cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

JHBIX 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.

JHBIX

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

$359.43/yr

After 10yr DRIP, annual income (after tax)

$471.43/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, JHBIX beats the other by $78.13/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

JHBIX: 50%STAG: 50%

100% STAG50/50100% JHBIX

Portfolio after 10yr

$22.3K

Annual income

$508.66/yr

Blended yield

2.28%

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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

JHBIX

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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JHBIX buys

STAG buys

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

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

MetricJHBIXSTAG

Forward yield	4.23% ✓	3.44%
Annual dividend / share	$0.57	$1.24 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0.3% ✓
Portfolio after 10y	$26.4K ✓	$18.3K
Annual income after 10y	$554.62 ✓	$462.70
Total dividends collected	$4.9K ✓	$4.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	JHBIX Portfolio	JHBIX Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$11,123	$422.86	$10,665	$345.38	+$458.00 → JHBIX
2	$12,341	$439.57	$11,365	$358.01	+$976.00 → JHBIX
3	$13,661	$455.80	$12,099	$370.76	+$1.6K → JHBIX
4	$15,088	$471.53	$12,870	$383.63	+$2.2K → JHBIX
5	$16,631	$486.75	$13,678	$396.60	+$3.0K → JHBIX
6	$18,297	$501.42	$14,526	$409.67	+$3.8K → JHBIX
7	$20,093	$515.55	$15,413	$422.82	+$4.7K → JHBIX
8	$22,029	$529.12	$16,343	$436.05	+$5.7K → JHBIX
9	$24,113	$542.15	$17,315	$449.35	+$6.8K → JHBIX
10	$26,356	$554.62	$18,332	$462.70	+$8.0K → JHBIX

JHBIX vs STAG: Complete Analysis 2026

JHBIX — Stock

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 JHBIX 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 →

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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.