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RSEGX vs STAG: Dividend Comparison 2026

RSEGX yields 3.54% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 RSEGX wins by $6.8K in total portfolio value
10 years
RSEGX
RSEGX
● Live price
3.54%
Share price
$56.47
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$444.76
Full RSEGX 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 — RSEGX vs STAG

📍 RSEGX 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 PeriodRSEGXSTAG
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, RSEGX + STAG cover 0 of 12 monthsgood coverage

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

RSEGX
Annual income on $10K today (after 15% tax)
$301.04/yr
After 10yr DRIP, annual income (after tax)
$378.05/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 $15.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

RSEGX: 50%STAG: 50%
100% STAG50/50100% RSEGX
Portfolio after 10yr
$21.7K
Annual income
$453.73/yr
Blended yield
2.09%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

RSEGX
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RSEGX buys
0
STAG buys
0
No recent congressional trades found for RSEGX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRSEGXSTAG
Forward yield3.54%3.44%
Annual dividend / share$2.00$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$25.1K$18.3K
Annual income after 10y$444.76$462.70
Total dividends collected$4.0K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearRSEGX PortfolioRSEGX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,054$354.17$10,665$345.38+$389.00RSEGX
2$12,194$365.89$11,365$358.01+$829.00RSEGX
3$13,425$377.21$12,099$370.76+$1.3KRSEGX
4$14,752$388.12$12,870$383.63+$1.9KRSEGX
5$16,184$398.60$13,678$396.60+$2.5KRSEGX
6$17,725$408.67$14,526$409.67+$3.2KRSEGX
7$19,384$418.31$15,413$422.82+$4.0KRSEGX
8$21,169$427.54$16,343$436.05+$4.8KRSEGX
9$23,087$436.35$17,315$449.35+$5.8KRSEGX
10$25,148$444.76$18,332$462.70+$6.8KRSEGX

RSEGX vs STAG: Complete Analysis 2026

RSEGXStock

The investment seeks to provide long-term capital growth. The fund normally invests at least 80% of its assets in small-capitalization companies. The adviser currently considers a company to be a small-capitalization company if its market capitalization (at the time of purchase) is less than $3 billion or 120% of the market capitalization of the largest company included in the Russell 2000® Index, whichever is greater. The fund typically invests in equity securities of U.S. companies but may also invest any portion of its assets in foreign securities, including depositary receipts such as ADRs and GDRs.

Full RSEGX 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.