HomeCompareJMOSX vs STAG

JMOSX vs STAG: Dividend Comparison 2026

JMOSX yields 5.75% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JMOSX wins by $10.9K in total portfolio value
10 years
JMOSX
JMOSX
● Live price
5.75%
Share price
$12.86
Annual div
$0.74
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.2K
Annual income
$830.78
Full JMOSX 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 — JMOSX vs STAG

📍 JMOSX 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 PeriodJMOSXSTAG
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, JMOSX + STAG cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JMOSX pays
STAG pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

JMOSX
Annual income on $10K today (after 15% tax)
$489.17/yr
After 10yr DRIP, annual income (after tax)
$706.16/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, JMOSX beats the other by $312.87/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JMOSX: 50%STAG: 50%
100% STAG50/50100% JMOSX
Portfolio after 10yr
$23.8K
Annual income
$646.74/yr
Blended yield
2.72%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

JMOSX
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JMOSX buys
0
STAG buys
0
No recent congressional trades found for JMOSX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJMOSXSTAG
Forward yield5.75%3.44%
Annual dividend / share$0.74$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$29.2K$18.3K
Annual income after 10y$830.78$462.70
Total dividends collected$7.1K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearJMOSX PortfolioJMOSX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,275$575.50$10,665$345.38+$610.00JMOSX
2$12,671$606.45$11,365$358.01+$1.3KJMOSX
3$14,195$636.93$12,099$370.76+$2.1KJMOSX
4$15,856$666.86$12,870$383.63+$3.0KJMOSX
5$17,662$696.13$13,678$396.60+$4.0KJMOSX
6$19,623$724.70$14,526$409.67+$5.1KJMOSX
7$21,749$752.49$15,413$422.82+$6.3KJMOSX
8$24,051$779.46$16,343$436.05+$7.7KJMOSX
9$26,540$805.56$17,315$449.35+$9.2KJMOSX
10$29,228$830.78$18,332$462.70+$10.9KJMOSX

JMOSX vs STAG: Complete Analysis 2026

JMOSXStock

The fund invests in other Janus Henderson mutual funds and ETFs that represent a variety of asset classes and investment styles and provide exposure to issuers that are economically tied to countries throughout the world. It will have approximately 40% to 65% of its net assets allocated to non-U.S. investments. The fund invests in a diversified portfolio of underlying funds, resulting in an allocation of the fund’s investments that normally provides exposure to equity investments, fixed-income securities, money market instruments and, if available, alternative investments.

Full JMOSX 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 →
📬

Get this JMOSX vs STAG comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JMOSX vs SCHDJMOSX vs JEPIJMOSX vs OJMOSX vs KOJMOSX vs MAINJMOSX vs PLDJMOSX vs EQRJMOSX 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.