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JPIEX vs STAG: Dividend Comparison 2026

JPIEX yields 7.39% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JPIEX wins by $14.3K in total portfolio value
10 years
JPIEX
JPIEX
● Live price
7.39%
Share price
$27.07
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.6K
Annual income
$1,180.44
Full JPIEX 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 — JPIEX vs STAG

📍 JPIEX 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 PeriodJPIEXSTAG
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, JPIEX + STAG cover 0 of 12 monthsgood coverage

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

JPIEX
Annual income on $10K today (after 15% tax)
$628.00/yr
After 10yr DRIP, annual income (after tax)
$1,003.37/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, JPIEX beats the other by $610.08/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JPIEX: 50%STAG: 50%
100% STAG50/50100% JPIEX
Portfolio after 10yr
$25.5K
Annual income
$821.57/yr
Blended yield
3.23%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

JPIEX
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)

JPIEX buys
0
STAG buys
0
No recent congressional trades found for JPIEX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJPIEXSTAG
Forward yield7.39%3.44%
Annual dividend / share$2.00$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$32.6K$18.3K
Annual income after 10y$1,180.44$462.70
Total dividends collected$9.6K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearJPIEX PortfolioJPIEX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,439$738.83$10,665$345.38+$774.00JPIEX
2$13,029$789.84$11,365$358.01+$1.7KJPIEX
3$14,782$840.81$12,099$370.76+$2.7KJPIEX
4$16,709$891.52$12,870$383.63+$3.8KJPIEX
5$18,820$941.77$13,678$396.60+$5.1KJPIEX
6$21,129$991.38$14,526$409.67+$6.6KJPIEX
7$23,648$1,040.19$15,413$422.82+$8.2KJPIEX
8$26,391$1,088.05$16,343$436.05+$10.0KJPIEX
9$29,373$1,134.83$17,315$449.35+$12.1KJPIEX
10$32,610$1,180.44$18,332$462.70+$14.3KJPIEX

JPIEX vs STAG: Complete Analysis 2026

JPIEXStock

The investment seeks to provide a consistently high total return from a broadly diversified portfolio of equity securities with risk characteristics similar to the Standard and Poor&#39;s 500 Composite Stock Price Index (S&P 500 Index). The fund invests at least 80% of its net assets plus the amount of borrowings for investment purposes. It primarily invests in the common stocks of U.S. companies in the S&P 500 Index (which includes both large cap and mid cap companies). The fund may also invest in securities not included within the S&P 500 Index.

Full JPIEX 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.