Is JPFAX or STAG a better dividend investment in 2026?

JPFAX currently yields 5.83% with a 5% 5-year dividend growth rate. STAG yields 3.44% with 1% growth. The better choice depends on your goal: JPFAX offers higher current income.

What is the dividend yield difference between JPFAX and STAG?

JPFAX has a forward dividend yield of 5.83% ($2.00/share annually). STAG yields 3.44% ($1.24/share annually). The yield gap is 2.39 percentage points.

Home › Compare › JPFAX vs STAG

JPFAX vs STAG: Dividend Comparison 2026

JPFAX yields 5.83% · STAG yields 3.44%● Live data

vsPost on X →

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

🏆 JPFAX wins by $11.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JPFAX

● Live price

5.83%

Share price

$34.30

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.4K

Annual income

$845.74

Full JPFAX 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 — JPFAX vs STAG

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

JPFAX pays

STAG pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

JPFAX

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

$495.63/yr

After 10yr DRIP, annual income (after tax)

$718.88/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, JPFAX beats the other by $325.58/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

JPFAX: 50%STAG: 50%

100% STAG50/50100% JPFAX

Portfolio after 10yr

$23.9K

Annual income

$654.22/yr

Blended yield

2.74%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

JPFAX

Analyst Ratings

Buy

Consensus: Buy

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)

JPFAX buys

STAG buys

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

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

MetricJPFAXSTAG

Forward yield	5.83% ✓	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	$29.4K ✓	$18.3K
Annual income after 10y	$845.74 ✓	$462.70
Total dividends collected	$7.2K ✓	$4.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT
Analyst consensus	Buy	Buy

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

Year	JPFAX Portfolio	JPFAX Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$11,283	$583.09	$10,665	$345.38	+$618.00 → JPFAX
2	$12,688	$614.87	$11,365	$358.01	+$1.3K → JPFAX
3	$14,222	$646.18	$12,099	$370.76	+$2.1K → JPFAX
4	$15,895	$676.94	$12,870	$383.63	+$3.0K → JPFAX
5	$17,714	$707.05	$13,678	$396.60	+$4.0K → JPFAX
6	$19,691	$736.44	$14,526	$409.67	+$5.2K → JPFAX
7	$21,834	$765.06	$15,413	$422.82	+$6.4K → JPFAX
8	$24,155	$792.84	$16,343	$436.05	+$7.8K → JPFAX
9	$26,666	$819.74	$17,315	$449.35	+$9.4K → JPFAX
10	$29,378	$845.74	$18,332	$462.70	+$11.0K → JPFAX

JPFAX vs STAG: Complete Analysis 2026

JPFAX — Stock

The investment seeks long term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets, plus the amount of borrowings for investment purposes. It typically invests in equity securities with market capitalizations of $1 billion or more.

Full JPFAX 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 JPFAX vs STAG comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

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