HomeCompareSBFIX vs STAG

SBFIX vs STAG: Dividend Comparison 2026

SBFIX yields 6.69% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SBFIX wins by $12.8K in total portfolio value
10 years
SBFIX
SBFIX
● Live price
6.69%
Share price
$21.88
Annual div
$1.46
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.1K
Annual income
$1,024.21
Full SBFIX 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 — SBFIX vs STAG

📍 SBFIX 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 PeriodSBFIXSTAG
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, SBFIX + STAG cover 0 of 12 monthsgood coverage

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

SBFIX
Annual income on $10K today (after 15% tax)
$568.87/yr
After 10yr DRIP, annual income (after tax)
$870.58/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, SBFIX beats the other by $477.69/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SBFIX: 50%STAG: 50%
100% STAG50/50100% SBFIX
Portfolio after 10yr
$24.7K
Annual income
$743.21/yr
Blended yield
3.01%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

SBFIX
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)

SBFIX buys
0
STAG buys
0
No recent congressional trades found for SBFIX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSBFIXSTAG
Forward yield6.69%3.44%
Annual dividend / share$1.46$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$31.1K$18.3K
Annual income after 10y$1,024.21$462.22
Total dividends collected$8.5K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearSBFIX PortfolioSBFIX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,369$669.26$10,665$345.09+$704.00SBFIX
2$12,876$711.12$11,364$357.70+$1.5KSBFIX
3$14,530$752.68$12,098$370.43+$2.4KSBFIX
4$16,341$793.80$12,869$383.28+$3.5KSBFIX
5$18,319$834.33$13,677$396.23+$4.6KSBFIX
6$20,476$874.14$14,524$409.27+$6.0KSBFIX
7$22,822$913.13$15,411$422.41+$7.4KSBFIX
8$25,371$951.18$16,339$435.61+$9.0KSBFIX
9$28,135$988.23$17,311$448.89+$10.8KSBFIX
10$31,129$1,024.21$18,327$462.22+$12.8KSBFIX

SBFIX vs STAG: Complete Analysis 2026

SBFIXStock

The fund will invest in a diversified mix of various asset classes, which may include, but are not limited to, equity and fixed-income investments, in any proportion. It will generally allocate a substantial amount of its total assets to non-U.S. investments. The fund will allocate its assets among various regions and countries, including the United States, but in no fewer than three different countries.

Full SBFIX 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.