HomeCompareTBWAX vs STAG

TBWAX vs STAG: Dividend Comparison 2026

TBWAX yields 1.12% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TBWAX wins by $2.9K in total portfolio value
10 years
TBWAX
TBWAX
● Live price
1.12%
Share price
$21.05
Annual div
$0.24
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.3K
Annual income
$120.07
Full TBWAX 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 — TBWAX vs STAG

📍 TBWAX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodTBWAXSTAG
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%.
📅

Dividend Calendar Overlap

Combined, TBWAX + STAG cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

TBWAX
Annual income on $10K today (after 15% tax)
$94.93/yr
After 10yr DRIP, annual income (after tax)
$102.06/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 $291.24/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TBWAX: 50%STAG: 50%
100% STAG50/50100% TBWAX
Portfolio after 10yr
$19.8K
Annual income
$291.38/yr
Blended yield
1.47%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

TBWAX
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TBWAX buys
0
STAG buys
0
No recent congressional trades found for TBWAX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTBWAXSTAG
Forward yield1.12%3.44%
Annual dividend / share$0.24$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$21.3K$18.3K
Annual income after 10y$120.07$462.70
Total dividends collected$1.2K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearTBWAX PortfolioTBWAX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$10,812$111.68$10,665$345.38+$147.00TBWAX
2$11,681$112.84$11,365$358.01+$316.00TBWAX
3$12,613$113.94$12,099$370.76+$514.00TBWAX
4$13,611$114.98$12,870$383.63+$741.00TBWAX
5$14,680$115.96$13,678$396.60+$1.0KTBWAX
6$15,824$116.88$14,526$409.67+$1.3KTBWAX
7$17,049$117.75$15,413$422.82+$1.6KTBWAX
8$18,362$118.57$16,343$436.05+$2.0KTBWAX
9$19,766$119.34$17,315$449.35+$2.5KTBWAX
10$21,270$120.07$18,332$462.70+$2.9KTBWAX

TBWAX vs STAG: Complete Analysis 2026

TBWAXStock

The fund invests primarily in a broad range of foreign equity securities or depositary receipts of foreign equity securities. The advisor combines fundamental research on issuers with analysis of significant ESG characteristics, which Thornburg defines as those ESG factors that may materially affect an issuer’s risk and return profile and the issuer’s long-term investment performance. It may invest in any stock or other equity security which Thornburg believes may assist the fund in pursuing its goal, including common stocks, preferred stocks and publicly traded real estate investment trusts.

Full TBWAX 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.