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JVLIX vs STAG: Dividend Comparison 2026

JVLIX yields 6.68% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JVLIX wins by $12.8K in total portfolio value
10 years
JVLIX
JVLIX
● Live price
6.68%
Share price
$24.56
Annual div
$1.64
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.1K
Annual income
$1,021.42
Full JVLIX 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 — JVLIX vs STAG

📍 JVLIX 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 PeriodJVLIXSTAG
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, JVLIX + STAG cover 0 of 12 monthsgood coverage

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

JVLIX
Annual income on $10K today (after 15% tax)
$567.77/yr
After 10yr DRIP, annual income (after tax)
$868.21/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, JVLIX beats the other by $474.91/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JVLIX: 50%STAG: 50%
100% STAG50/50100% JVLIX
Portfolio after 10yr
$24.7K
Annual income
$742.06/yr
Blended yield
3.00%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

JVLIX
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)

JVLIX buys
0
STAG buys
0
No recent congressional trades found for JVLIX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJVLIXSTAG
Forward yield6.68%3.44%
Annual dividend / share$1.64$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$31.1K$18.3K
Annual income after 10y$1,021.42$462.70
Total dividends collected$8.5K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearJVLIX PortfolioJVLIX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,368$667.96$10,665$345.38+$703.00JVLIX
2$12,873$709.66$11,365$358.01+$1.5KJVLIX
3$14,526$751.07$12,099$370.76+$2.4KJVLIX
4$16,334$792.02$12,870$383.63+$3.5KJVLIX
5$18,310$832.38$13,678$396.60+$4.6KJVLIX
6$20,464$872.02$14,526$409.67+$5.9KJVLIX
7$22,807$910.83$15,413$422.82+$7.4KJVLIX
8$25,352$948.72$16,343$436.05+$9.0KJVLIX
9$28,113$985.61$17,315$449.35+$10.8KJVLIX
10$31,102$1,021.42$18,332$462.70+$12.8KJVLIX

JVLIX vs STAG: Complete Analysis 2026

JVLIXStock

The fund normally invests at least 80% of its net assets in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with a market capitalization of $1 billion or greater and identified by the manager as having value characteristics. It may also invest up to 20% of its total assets in foreign currency-denominated securities. The fund may participate as a purchaser in initial public offerings of securities (IPO).

Full JVLIX 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.