HomeComparePMJIX vs STAG

PMJIX vs STAG: Dividend Comparison 2026

PMJIX yields 4.27% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PMJIX wins by $8.1K in total portfolio value
10 years
PMJIX
PMJIX
● Live price
4.27%
Share price
$11.75
Annual div
$0.50
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.4K
Annual income
$562.08
Full PMJIX 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 — PMJIX vs STAG

📍 PMJIX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodPMJIXSTAG
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%.
📅

Dividend Calendar Overlap

Combined, PMJIX + STAG cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PMJIX
Annual income on $10K today (after 15% tax)
$363.24/yr
After 10yr DRIP, annual income (after tax)
$477.77/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, PMJIX beats the other by $84.47/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PMJIX: 50%STAG: 50%
100% STAG50/50100% PMJIX
Portfolio after 10yr
$22.4K
Annual income
$512.39/yr
Blended yield
2.29%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

PMJIX
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)

PMJIX buys
0
STAG buys
0
No recent congressional trades found for PMJIX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPMJIXSTAG
Forward yield4.27%3.44%
Annual dividend / share$0.50$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$26.4K$18.3K
Annual income after 10y$562.08$462.70
Total dividends collected$5.0K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearPMJIX PortfolioPMJIX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,127$427.34$10,665$345.38+$462.00PMJIX
2$12,351$444.40$11,365$358.01+$986.00PMJIX
3$13,676$460.99$12,099$370.76+$1.6KPMJIX
4$15,111$477.07$12,870$383.63+$2.2KPMJIX
5$16,661$492.62$13,678$396.60+$3.0KPMJIX
6$18,335$507.63$14,526$409.67+$3.8KPMJIX
7$20,140$522.09$15,413$422.82+$4.7KPMJIX
8$22,086$535.98$16,343$436.05+$5.7KPMJIX
9$24,182$549.31$17,315$449.35+$6.9KPMJIX
10$26,436$562.08$18,332$462.70+$8.1KPMJIX

PMJIX vs STAG: Complete Analysis 2026

PMJIXStock

The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its assets in securities of small companies economically tied to the United States. Specifically, under normal circumstances, the fund will obtain exposure to a portfolio of stocks of small U.S. companies. The stocks are selected by the fund's sub-adviser, Research Affiliates, LLC, from a broad universe of companies which satisfy certain liquidity and capacity requirements.

Full PMJIX 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 →
📬

Get this PMJIX vs STAG comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

PMJIX vs SCHDPMJIX vs JEPIPMJIX vs OPMJIX vs KOPMJIX vs MAINPMJIX vs PLDPMJIX vs EQRPMJIX vs VICI

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.