HomeCompareLKBAX vs STAG

LKBAX vs STAG: Dividend Comparison 2026

LKBAX yields 5.74% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LKBAX wins by $10.9K in total portfolio value
10 years
LKBAX
LKBAX
● Live price
5.74%
Share price
$27.63
Annual div
$1.59
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.2K
Annual income
$828.52
Full LKBAX 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 — LKBAX vs STAG

📍 LKBAX 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 PeriodLKBAXSTAG
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, LKBAX + STAG cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

LKBAX
Annual income on $10K today (after 15% tax)
$488.19/yr
After 10yr DRIP, annual income (after tax)
$704.24/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, LKBAX beats the other by $310.95/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LKBAX: 50%STAG: 50%
100% STAG50/50100% LKBAX
Portfolio after 10yr
$23.8K
Annual income
$645.61/yr
Blended yield
2.72%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

LKBAX
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)

LKBAX buys
0
STAG buys
0
No recent congressional trades found for LKBAX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLKBAXSTAG
Forward yield5.74%3.44%
Annual dividend / share$1.59$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$828.52$462.70
Total dividends collected$7.1K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearLKBAX PortfolioLKBAX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,274$574.35$10,665$345.38+$609.00LKBAX
2$12,669$605.18$11,365$358.01+$1.3KLKBAX
3$14,191$635.54$12,099$370.76+$2.1KLKBAX
4$15,850$665.33$12,870$383.63+$3.0KLKBAX
5$17,654$694.48$13,678$396.60+$4.0KLKBAX
6$19,612$722.92$14,526$409.67+$5.1KLKBAX
7$21,736$750.59$15,413$422.82+$6.3KLKBAX
8$24,035$777.44$16,343$436.05+$7.7KLKBAX
9$26,521$803.42$17,315$449.35+$9.2KLKBAX
10$29,206$828.52$18,332$462.70+$10.9KLKBAX

LKBAX vs STAG: Complete Analysis 2026

LKBAXStock

The fund seeks to achieve its investment objective by investing primarily in a portfolio of equity and fixed income securities. It seeks to invest in the equity securities of high quality companies that typically exhibit certain characteristics, including high profitability levels, strong balance sheet quality, competitive advantages, ability to generate excess cash flows, meaningful management ownership stakes, attractive reinvestment opportunities, strong market share positions, and/or attractive relative valuation.

Full LKBAX 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 LKBAX vs STAG comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

LKBAX vs SCHDLKBAX vs JEPILKBAX vs OLKBAX vs KOLKBAX vs MAINLKBAX vs PLDLKBAX vs EQRLKBAX 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.