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PTTRX vs STAG: Dividend Comparison 2026

PTTRX yields 4.54% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PTTRX wins by $8.6K in total portfolio value
10 years
PTTRX
PTTRX
● Live price
4.54%
Share price
$8.71
Annual div
$0.40
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.9K
Annual income
$607.71
Full PTTRX 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 — PTTRX vs STAG

📍 PTTRX 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 PeriodPTTRXSTAG
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, PTTRX + STAG cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PTTRX
Annual income on $10K today (after 15% tax)
$386.11/yr
After 10yr DRIP, annual income (after tax)
$516.55/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, PTTRX beats the other by $123.67/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTTRX: 50%STAG: 50%
100% STAG50/50100% PTTRX
Portfolio after 10yr
$22.6K
Annual income
$534.96/yr
Blended yield
2.36%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

PTTRX
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PTTRX buys
0
STAG buys
0
No recent congressional trades found for PTTRX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTTRXSTAG
Forward yield4.54%3.44%
Annual dividend / share$0.40$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$26.9K$18.3K
Annual income after 10y$607.71$462.22
Total dividends collected$5.3K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearPTTRX PortfolioPTTRX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,154$454.25$10,665$345.09+$489.00PTTRX
2$12,409$473.53$11,364$357.70+$1.0KPTTRX
3$13,769$492.32$12,098$370.43+$1.7KPTTRX
4$15,244$510.58$12,869$383.28+$2.4KPTTRX
5$16,839$528.27$13,677$396.23+$3.2KPTTRX
6$18,563$545.38$14,524$409.27+$4.0KPTTRX
7$20,425$561.89$15,411$422.41+$5.0KPTTRX
8$22,432$577.78$16,339$435.61+$6.1KPTTRX
9$24,596$593.06$17,311$448.89+$7.3KPTTRX
10$26,925$607.71$18,327$462.22+$8.6KPTTRX

PTTRX vs STAG: Complete Analysis 2026

PTTRXStock

The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. The fund invests at least 65% of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. It invests primarily in investment-grade debt securities, but may invest up to 20% of its total assets in high yield securities. It may invest up to 30% of its total assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.

Full PTTRX 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.