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MVALX vs STAG: Dividend Comparison 2026

MVALX yields 13.11% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MVALX wins by $29.1K in total portfolio value
10 years
MVALX
MVALX
● Live price
13.11%
Share price
$38.99
Annual div
$5.11
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.4K
Annual income
$2,961.09
Full MVALX calculator →
STAG
STAG Industrial Inc.
● Live price
3.44%
Share price
$36.09
Annual div
$1.24
5Y div CAGR
0.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$18.3K
Annual income
$462.22
Full STAG calculator →

Portfolio growth — MVALX vs STAG

📍 MVALX 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 PeriodMVALXSTAG
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, MVALX + STAG cover 0 of 12 monthsgood coverage

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

MVALX
Annual income on $10K today (after 15% tax)
$1,114.21/yr
After 10yr DRIP, annual income (after tax)
$2,516.93/yr
STAG
Annual income on $10K today (after 15% tax)
$292.45/yr
After 10yr DRIP, annual income (after tax)
$392.89/yr
At 15% tax rate, MVALX beats the other by $2,124.04/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MVALX: 50%STAG: 50%
100% STAG50/50100% MVALX
Portfolio after 10yr
$32.9K
Annual income
$1,711.66/yr
Blended yield
5.21%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

MVALX
No analyst data
STAG
Analyst Ratings
9
Buy
9
Hold
3
Sell
Consensus: Buy
Price Target
$45.00
+24.7% 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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MVALX buys
0
STAG buys
0
No recent congressional trades found for MVALX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMVALXSTAG
Forward yield13.11%3.44%
Annual dividend / share$5.11$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$47.4K$18.3K
Annual income after 10y$2,961.09$462.22
Total dividends collected$21.1K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearMVALX PortfolioMVALX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$12,011$1,310.84$10,665$345.09+$1.3KMVALX
2$14,323$1,471.43$11,364$357.70+$3.0KMVALX
3$16,966$1,639.90$12,098$370.43+$4.9KMVALX
4$19,968$1,815.37$12,869$383.28+$7.1KMVALX
5$23,363$1,996.91$13,677$396.23+$9.7KMVALX
6$27,182$2,183.55$14,524$409.27+$12.7KMVALX
7$31,459$2,374.27$15,411$422.41+$16.0KMVALX
8$36,229$2,568.09$16,339$435.61+$19.9KMVALX
9$41,530$2,764.02$17,311$448.89+$24.2KMVALX
10$47,398$2,961.09$18,327$462.22+$29.1KMVALX

MVALX vs STAG: Complete Analysis 2026

MVALXStock

The Advisor emphasizes stocks which the Investment Adviser believes are undervalued in relation to the business' (or issuer's) long-term earnings power or asset value, or the stock market in general. The advisor intends to invest at least 65% of its total assets in common stocks and equity-related securities (such as convertible debt securities and warrants). It may invest up to 35% of its total assets in debt or fixed income securities, including higher yield, higher risk, lower rated or unrated corporate bonds commonly referred to as "junk bonds."

Full MVALX 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.