HomeCompareSCMIX vs STAG

SCMIX vs STAG: Dividend Comparison 2026

SCMIX yields 7.91% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCMIX wins by $15.4K in total portfolio value
10 years
SCMIX
SCMIX
● Live price
7.91%
Share price
$192.08
Annual div
$15.20
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.8K
Annual income
$1,306.18
Full SCMIX 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 — SCMIX vs STAG

📍 SCMIX 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 PeriodSCMIXSTAG
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, SCMIX + STAG cover 0 of 12 monthsgood coverage

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

SCMIX
Annual income on $10K today (after 15% tax)
$672.72/yr
After 10yr DRIP, annual income (after tax)
$1,110.25/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, SCMIX beats the other by $717.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SCMIX: 50%STAG: 50%
100% STAG50/50100% SCMIX
Portfolio after 10yr
$26.1K
Annual income
$884.20/yr
Blended yield
3.39%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

SCMIX
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)

SCMIX buys
0
STAG buys
0
No recent congressional trades found for SCMIX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSCMIXSTAG
Forward yield7.91%3.44%
Annual dividend / share$15.20$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$33.8K$18.3K
Annual income after 10y$1,306.18$462.22
Total dividends collected$10.5K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearSCMIX PortfolioSCMIX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,491$791.44$10,665$345.09+$826.00SCMIX
2$13,146$849.98$11,364$357.70+$1.8KSCMIX
3$14,975$908.73$12,098$370.43+$2.9KSCMIX
4$16,990$967.44$12,869$383.28+$4.1KSCMIX
5$19,206$1,025.85$13,677$396.23+$5.5KSCMIX
6$21,634$1,083.74$14,524$409.27+$7.1KSCMIX
7$24,289$1,140.89$15,411$422.41+$8.9KSCMIX
8$27,186$1,197.13$16,339$435.61+$10.8KSCMIX
9$30,342$1,252.27$17,311$448.89+$13.0KSCMIX
10$33,772$1,306.18$18,327$462.22+$15.4KSCMIX

SCMIX vs STAG: Complete Analysis 2026

SCMIXStock

The investment seeks to provide shareholders with capital gain. Under normal market conditions, the fund invests at least 80% of its net assets in securities of technology and information companies. These companies in which the adviser will concentrate are companies operating in the information technology and communications services sectors, applying a global industry classification standard, as may be amended from time to time, to determine industry/sector classifications, as well as other related industries. The fund may invest up to 25% of its net assets in foreign investments. It is non-diversified.

Full SCMIX 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.