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JRSSX vs STAG: Dividend Comparison 2026

JRSSX yields 10.07% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JRSSX wins by $20.6K in total portfolio value
10 years
JRSSX
JRSSX
● Live price
10.07%
Share price
$11.69
Annual div
$1.18
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.9K
Annual income
$1,896.81
Full JRSSX 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 — JRSSX vs STAG

📍 JRSSX 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 PeriodJRSSXSTAG
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, JRSSX + STAG cover 0 of 12 monthsgood coverage

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

JRSSX
Annual income on $10K today (after 15% tax)
$856.25/yr
After 10yr DRIP, annual income (after tax)
$1,612.29/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, JRSSX beats the other by $1,218.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JRSSX: 50%STAG: 50%
100% STAG50/50100% JRSSX
Portfolio after 10yr
$28.6K
Annual income
$1,179.76/yr
Blended yield
4.12%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

JRSSX
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)

JRSSX buys
0
STAG buys
0
No recent congressional trades found for JRSSX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJRSSXSTAG
Forward yield10.07%3.44%
Annual dividend / share$1.18$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$38.9K$18.3K
Annual income after 10y$1,896.81$462.70
Total dividends collected$14.5K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearJRSSX PortfolioJRSSX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,707$1,007.35$10,665$345.38+$1.0KJRSSX
2$13,629$1,102.18$11,365$358.01+$2.3KJRSSX
3$15,782$1,199.16$12,099$370.76+$3.7KJRSSX
4$18,185$1,297.77$12,870$383.63+$5.3KJRSSX
5$20,855$1,397.50$13,678$396.60+$7.2KJRSSX
6$23,813$1,497.87$14,526$409.67+$9.3KJRSSX
7$27,078$1,598.42$15,413$422.82+$11.7KJRSSX
8$30,672$1,698.69$16,343$436.05+$14.3KJRSSX
9$34,618$1,798.28$17,315$449.35+$17.3KJRSSX
10$38,938$1,896.81$18,332$462.70+$20.6KJRSSX

JRSSX vs STAG: Complete Analysis 2026

JRSSXStock

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, including, but not limited to, common stocks, depositary receipts, and real-estate investment trusts (“REITs”). It seeks to achieve market-like returns with lower volatility over a full market cycle than the Russell 1000® Index. The fund seeks to generate such returns with volatility that can range from approximately 0% to 40% lower than the Russell 1000 Index.

Full JRSSX 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.