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PHYQX vs STAG: Dividend Comparison 2026

PHYQX yields 7.04% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PHYQX wins by $13.5K in total portfolio value
10 years
PHYQX
PHYQX
● Live price
7.04%
Share price
$4.76
Annual div
$0.34
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.9K
Annual income
$1,101.15
Full PHYQX 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 — PHYQX vs STAG

📍 PHYQX 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 PeriodPHYQXSTAG
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, PHYQX + STAG cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PHYQX
Annual income on $10K today (after 15% tax)
$598.52/yr
After 10yr DRIP, annual income (after tax)
$935.98/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, PHYQX beats the other by $542.68/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PHYQX: 50%STAG: 50%
100% STAG50/50100% PHYQX
Portfolio after 10yr
$25.1K
Annual income
$781.92/yr
Blended yield
3.12%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

PHYQX
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)

PHYQX buys
0
STAG buys
0
No recent congressional trades found for PHYQX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPHYQXSTAG
Forward yield7.04%3.44%
Annual dividend / share$0.34$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$31.9K$18.3K
Annual income after 10y$1,101.15$462.70
Total dividends collected$9.1K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearPHYQX PortfolioPHYQX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,404$704.14$10,665$345.38+$739.00PHYQX
2$12,953$750.48$11,365$358.01+$1.6KPHYQX
3$14,656$796.63$12,099$370.76+$2.6KPHYQX
4$16,525$842.42$12,870$383.63+$3.7KPHYQX
5$18,569$887.67$13,678$396.60+$4.9KPHYQX
6$20,801$932.24$14,526$409.67+$6.3KPHYQX
7$23,233$975.98$15,413$422.82+$7.8KPHYQX
8$25,878$1,018.78$16,343$436.05+$9.5KPHYQX
9$28,750$1,060.53$17,315$449.35+$11.4KPHYQX
10$31,864$1,101.15$18,332$462.70+$13.5KPHYQX

PHYQX vs STAG: Complete Analysis 2026

PHYQXStock

The fund normally invests at least 80% of its investable assets in a diversified portfolio of high yield fixed-income instruments rated Ba or lower by Moody's Investors Service ("Moody's") or BB or lower by S&P Global Ratings ("S&P"), and instruments either comparably rated by another nationally recognized statistical rating organization ("NRSRO"), or considered to be of comparable quality, that is, junk bonds.

Full PHYQX 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.