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MWTRX vs STAG: Dividend Comparison 2026

MWTRX yields 3.40% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MWTRX wins by $6.6K in total portfolio value
10 years
MWTRX
MWTRX
● Live price
3.40%
Share price
$9.10
Annual div
$0.31
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.9K
Annual income
$422.56
Full MWTRX 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 — MWTRX vs STAG

📍 MWTRX 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 PeriodMWTRXSTAG
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, MWTRX + STAG cover 0 of 12 monthsgood coverage

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

MWTRX
Annual income on $10K today (after 15% tax)
$288.67/yr
After 10yr DRIP, annual income (after tax)
$359.18/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 $34.12/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MWTRX: 50%STAG: 50%
100% STAG50/50100% MWTRX
Portfolio after 10yr
$21.6K
Annual income
$442.63/yr
Blended yield
2.05%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

MWTRX
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)

MWTRX buys
0
STAG buys
0
No recent congressional trades found for MWTRX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMWTRXSTAG
Forward yield3.40%3.44%
Annual dividend / share$0.31$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$24.9K$18.3K
Annual income after 10y$422.56$462.70
Total dividends collected$3.8K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearMWTRX PortfolioMWTRX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,040$339.62$10,665$345.38+$375.00MWTRX
2$12,163$350.39$11,365$358.01+$798.00MWTRX
3$13,375$360.79$12,099$370.76+$1.3KMWTRX
4$14,682$370.79$12,870$383.63+$1.8KMWTRX
5$16,090$380.40$13,678$396.60+$2.4KMWTRX
6$17,606$389.61$14,526$409.67+$3.1KMWTRX
7$19,237$398.43$15,413$422.82+$3.8KMWTRX
8$20,990$406.85$16,343$436.05+$4.6KMWTRX
9$22,875$414.89$17,315$449.35+$5.6KMWTRX
10$24,898$422.56$18,332$462.70+$6.6KMWTRX

MWTRX vs STAG: Complete Analysis 2026

MWTRXStock

The investment seeks to maximize long-term total return. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets in investment grade fixed income securities or unrated securities determined by the Adviser to be of comparable quality. Up to 20% of the fund&#39;s net assets may be invested in securities rated below investment grade or unrated securities determined by the Adviser to be of comparable quality. The fund also invests at least 80% of its net assets, plus any borrowings for investment purposes in fixed income securities it regards as bonds.

Full MWTRX 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.