Is SMCWX or STAG a better dividend investment in 2026?

SMCWX currently yields 4.90% with a 5% 5-year dividend growth rate. STAG yields 3.44% with 1% growth. The better choice depends on your goal: SMCWX offers higher current income.

What is the dividend yield difference between SMCWX and STAG?

SMCWX has a forward dividend yield of 4.90% ($3.55/share annually). STAG yields 3.44% ($1.24/share annually). The yield gap is 1.46 percentage points.

Home › Compare › SMCWX vs STAG

SMCWX vs STAG: Dividend Comparison 2026

SMCWX yields 4.90% · STAG yields 3.44%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 SMCWX wins by $9.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SMCWX

● Live price

4.90%

Share price

$72.52

Annual div

$3.55

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$27.6K

Annual income

$669.75

Full SMCWX 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 — SMCWX vs STAG

📍 SMCWX 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 Period	SMCWX	STAG
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, SMCWX + STAG cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SMCWX 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.

SMCWX

Annual income on $10K today (after 15% tax)

$416.16/yr

After 10yr DRIP, annual income (after tax)

$569.29/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, SMCWX beats the other by $175.99/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

SMCWX: 50%STAG: 50%

100% STAG50/50100% SMCWX

Portfolio after 10yr

$23.0K

Annual income

$566.22/yr

Blended yield

2.47%

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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

SMCWX

No analyst data

STAG

Analyst Ratings

Buy

Hold

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)

SMCWX buys

STAG buys

Politician	Chamber	Ticker	Type	Amount	Date
John Rose	🏢 House	$SMCWX	▼ Sell	$500,001 - $1,000,000	2025-06-03
John Rose	🏢 House	$SMCWX	▼ Sell	$500,001 - $1,000,000	2025-06-03

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricSMCWXSTAG

Forward yield	4.90% ✓	3.44%
Annual dividend / share	$3.55 ✓	$1.24
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0.3% ✓
Portfolio after 10y	$27.6K ✓	$18.3K
Annual income after 10y	$669.75 ✓	$462.70
Total dividends collected	$5.8K ✓	$4.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	SMCWX Portfolio	SMCWX Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$11,190	$489.60	$10,665	$345.38	+$525.00 → SMCWX
2	$12,485	$512.01	$11,365	$358.01	+$1.1K → SMCWX
3	$13,893	$533.90	$12,099	$370.76	+$1.8K → SMCWX
4	$15,420	$555.24	$12,870	$383.63	+$2.5K → SMCWX
5	$17,076	$575.98	$13,678	$396.60	+$3.4K → SMCWX
6	$18,867	$596.08	$14,526	$409.67	+$4.3K → SMCWX
7	$20,803	$615.53	$15,413	$422.82	+$5.4K → SMCWX
8	$22,894	$634.30	$16,343	$436.05	+$6.6K → SMCWX
9	$25,149	$652.37	$17,315	$449.35	+$7.8K → SMCWX
10	$27,579	$669.75	$18,332	$462.70	+$9.2K → SMCWX

SMCWX vs STAG: Complete Analysis 2026

SMCWX — Stock

Normally the fund invests at least 80% of its net assets in common stocks and other equity-type securities (such as preferred stocks, convertible preferred stocks and convertible bonds) of companies with small market capitalizations, including growth-oriented stocks. Under normal circumstances, the fund will invest a significant portion of its assets outside the United States, including in emerging markets.

Full SMCWX Calculator →

STAG — REIT

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.