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TLVAX vs STAG: Dividend Comparison 2026

TLVAX yields 8.86% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 TLVAX wins by $17.6K in total portfolio value
10 years
TLVAX
TLVAX
● Live price
8.86%
Share price
$22.44
Annual div
$1.99
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.0K
Annual income
$1,550.28
Full TLVAX 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 — TLVAX vs STAG

📍 TLVAX 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 PeriodTLVAXSTAG
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, TLVAX + STAG cover 0 of 12 monthsgood coverage

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

TLVAX
Annual income on $10K today (after 15% tax)
$753.33/yr
After 10yr DRIP, annual income (after tax)
$1,317.74/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, TLVAX beats the other by $924.44/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TLVAX: 50%STAG: 50%
100% STAG50/50100% TLVAX
Portfolio after 10yr
$27.1K
Annual income
$1,006.49/yr
Blended yield
3.71%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

TLVAX
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)

TLVAX buys
0
STAG buys
0
No recent congressional trades found for TLVAX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTLVAXSTAG
Forward yield8.86%3.44%
Annual dividend / share$1.99$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$36.0K$18.3K
Annual income after 10y$1,550.28$462.70
Total dividends collected$12.2K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearTLVAX PortfolioTLVAX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,586$886.27$10,665$345.38+$921.00TLVAX
2$13,357$959.68$11,365$358.01+$2.0KTLVAX
3$15,326$1,033.97$12,099$370.76+$3.2KTLVAX
4$17,508$1,108.78$12,870$383.63+$4.6KTLVAX
5$19,917$1,183.75$13,678$396.60+$6.2KTLVAX
6$22,570$1,258.55$14,526$409.67+$8.0KTLVAX
7$25,482$1,332.87$15,413$422.82+$10.1KTLVAX
8$28,672$1,406.44$16,343$436.05+$12.3KTLVAX
9$32,159$1,478.98$17,315$449.35+$14.8KTLVAX
10$35,960$1,550.28$18,332$462.70+$17.6KTLVAX

TLVAX vs STAG: Complete Analysis 2026

TLVAXStock

The fund normally invests in U.S. common stocks. It will normally invest at least 80% of its total assets in companies whose total market capitalization exceeds $2 billion. The fund invests using a value investing style. Value funds typically emphasize stocks whose prices are below average in relation to such measures as earnings and book value; these stocks often have above-average dividend yields.

Full TLVAX 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.