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LTXFX vs STAG: Dividend Comparison 2026

LTXFX yields 2.58% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 LTXFX wins by $5.2K in total portfolio value
10 years
LTXFX
LTXFX
● Live price
2.58%
Share price
$15.56
Annual div
$0.40
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.5K
Annual income
$304.94
Full LTXFX 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 — LTXFX vs STAG

📍 LTXFX 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 PeriodLTXFXSTAG
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, LTXFX + STAG cover 0 of 12 monthsgood coverage

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

LTXFX
Annual income on $10K today (after 15% tax)
$219.42/yr
After 10yr DRIP, annual income (after tax)
$259.20/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, STAG beats the other by $134.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LTXFX: 50%STAG: 50%
100% STAG50/50100% LTXFX
Portfolio after 10yr
$20.9K
Annual income
$383.82/yr
Blended yield
1.83%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

LTXFX
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)

LTXFX buys
0
STAG buys
0
No recent congressional trades found for LTXFX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLTXFXSTAG
Forward yield2.58%3.44%
Annual dividend / share$0.40$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$23.5K$18.3K
Annual income after 10y$304.94$462.70
Total dividends collected$2.8K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearLTXFX PortfolioLTXFX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$10,958$258.14$10,665$345.38+$293.00LTXFX
2$11,990$264.37$11,365$358.01+$625.00LTXFX
3$13,099$270.33$12,099$370.76+$1.0KLTXFX
4$14,292$276.03$12,870$383.63+$1.4KLTXFX
5$15,574$281.46$13,678$396.60+$1.9KLTXFX
6$16,951$286.64$14,526$409.67+$2.4KLTXFX
7$18,429$291.57$15,413$422.82+$3.0KLTXFX
8$20,015$296.26$16,343$436.05+$3.7KLTXFX
9$21,717$300.71$17,315$449.35+$4.4KLTXFX
10$23,542$304.94$18,332$462.70+$5.2KLTXFX

LTXFX vs STAG: Complete Analysis 2026

LTXFXStock

The investment seeks to provide current income exempt from regular federal income tax, consistent with the maturity and quality standards, and to preserve capital. The fund will invest at least 80% of its assets in, or derive at least 80% of its income from, securities that are exempt from regular federal income tax and that do not subject the investors to federal alternative minimum tax. It invests primarily in debt securities rated A- or better or A3 or better, or unrated but determined by the fund&#39;s investment adviser to be of equivalent quality. The dollar-weighted average effective maturity of the fund&#39;s portfolio is between three and 10 years.

Full LTXFX 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.