Is TRBRX or STAG a better dividend investment in 2026?

TRBRX currently yields 2.57% with a 5% 5-year dividend growth rate. STAG yields 3.44% with 1% growth. The better choice depends on your goal: STAG offers higher current income.

What is the dividend yield difference between TRBRX and STAG?

TRBRX has a forward dividend yield of 2.57% ($0.33/share annually). STAG yields 3.44% ($1.24/share annually). The yield gap is 0.87 percentage points.

Home › Compare › TRBRX vs STAG

TRBRX vs STAG: Dividend Comparison 2026

TRBRX yields 2.57% · STAG yields 3.44%● Live data

vsPost on X →

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

🏆 TRBRX wins by $69.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

TRBRX

● Live price

2.57%

Share price

$12.73

Annual div

$0.33

5Y div CAGR

42.2%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$87.7K

Annual income

$26,865.10

Full TRBRX 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 — TRBRX vs STAG

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

TRBRX 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.

TRBRX

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

$218.34/yr

After 10yr DRIP, annual income (after tax)

$22,835.34/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, TRBRX beats the other by $22,442.45/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 TRBRX + STAG for your $10,000?

TRBRX: 50%STAG: 50%

100% STAG50/50100% TRBRX

Portfolio after 10yr

$53.0K

Annual income

$13,663.66/yr

Blended yield

25.77%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

TRBRX

No analyst data

Altman Z

1.4

Piotroski

3/9

STAG

Analyst Ratings

Buy

Hold

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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TRBRX buys

STAG buys

No recent congressional trades found for TRBRX or STAG in the last 90 days.

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

MetricTRBRXSTAG

Forward yield	2.57%	3.44% ✓
Annual dividend / share	$0.33	$1.24 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	42.2% ✓	0.3%
Portfolio after 10y	$87.7K ✓	$18.3K
Annual income after 10y	$26,865.10 ✓	$462.22
Total dividends collected	$61.4K ✓	$4.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	TRBRX Portfolio	TRBRX Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$11,065	$365.27	$10,665	$345.09	+$400.00 → TRBRX
2	$12,377	$537.15	$11,364	$357.70	+$1.0K → TRBRX
3	$14,042	$798.48	$12,098	$370.43	+$1.9K → TRBRX
4	$16,229	$1,203.90	$12,869	$383.28	+$3.4K → TRBRX
5	$19,214	$1,849.12	$13,677	$396.23	+$5.5K → TRBRX
6	$23,468	$2,909.46	$14,524	$409.27	+$8.9K → TRBRX
7	$29,834	$4,722.75	$15,411	$422.41	+$14.4K → TRBRX
8	$39,901	$7,978.81	$16,339	$435.61	+$23.6K → TRBRX
9	$56,876	$14,181.72	$17,311	$448.89	+$39.6K → TRBRX
10	$87,722	$26,865.10	$18,327	$462.22	+$69.4K → TRBRX

TRBRX vs STAG: Complete Analysis 2026

TRBRX — Stock

The fund pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond mutual funds that represent various asset classes and sectors. The fund's allocation among T. Rowe Price mutual funds will change over time in relation to its target retirement date. It is designed for an investor who retired at or about the target date and who plans to withdraw the value of the account in the fund gradually after retirement.

Full TRBRX 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.