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PFPMX vs STAG: Dividend Comparison 2026

PFPMX yields 10.64% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PFPMX wins by $22.1K in total portfolio value
10 years
PFPMX
PFPMX
● Live price
10.64%
Share price
$37.65
Annual div
$4.01
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.4K
Annual income
$2,073.45
Full PFPMX 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 — PFPMX vs STAG

📍 PFPMX 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 PeriodPFPMXSTAG
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, PFPMX + STAG cover 0 of 12 monthsgood coverage

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

PFPMX
Annual income on $10K today (after 15% tax)
$904.43/yr
After 10yr DRIP, annual income (after tax)
$1,762.43/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, PFPMX beats the other by $1,369.55/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PFPMX: 50%STAG: 50%
100% STAG50/50100% PFPMX
Portfolio after 10yr
$29.4K
Annual income
$1,267.84/yr
Blended yield
4.32%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

PFPMX
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)

PFPMX buys
0
STAG buys
0
No recent congressional trades found for PFPMX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPFPMXSTAG
Forward yield10.64%3.44%
Annual dividend / share$4.01$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$40.4K$18.3K
Annual income after 10y$2,073.45$462.22
Total dividends collected$15.6K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearPFPMX PortfolioPFPMX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,764$1,064.04$10,665$345.09+$1.1KPFPMX
2$13,757$1,169.85$11,364$357.70+$2.4KPFPMX
3$15,999$1,278.57$12,098$370.43+$3.9KPFPMX
4$18,509$1,389.62$12,869$383.28+$5.6KPFPMX
5$21,307$1,502.43$13,677$396.23+$7.6KPFPMX
6$24,414$1,616.41$14,524$409.27+$9.9KPFPMX
7$27,854$1,731.01$15,411$422.41+$12.4KPFPMX
8$31,650$1,845.71$16,339$435.61+$15.3KPFPMX
9$35,825$1,960.01$17,311$448.89+$18.5KPFPMX
10$40,407$2,073.45$18,327$462.22+$22.1KPFPMX

PFPMX vs STAG: Complete Analysis 2026

PFPMXStock

The fund normally invests at least 80% of its net assets in mid-sized companies. The fund's managers consider a mid-sized company to be one that has a market capitalization between that of the smallest and largest constituents of the Russell Midcap® Index measured at the time of purchase. The Russell Midcap® Index includes approximately 800 of the smallest companies in the Russell 1000® Index. The fund may normally invest up to 20% of its net assets in smaller- and larger-capitalization companies.

Full PFPMX 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.