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TRRVX vs STAG: Dividend Comparison 2026

TRRVX yields 7.25% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TRRVX wins by $14.0K in total portfolio value
10 years
TRRVX
TRRVX
● Live price
7.25%
Share price
$13.31
Annual div
$0.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.3K
Annual income
$1,147.51
Full TRRVX 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 — TRRVX vs STAG

📍 TRRVX 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 PeriodTRRVXSTAG
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, TRRVX + STAG cover 0 of 12 monthsgood coverage

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

TRRVX
Annual income on $10K today (after 15% tax)
$615.88/yr
After 10yr DRIP, annual income (after tax)
$975.38/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, TRRVX beats the other by $582.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TRRVX: 50%STAG: 50%
100% STAG50/50100% TRRVX
Portfolio after 10yr
$25.3K
Annual income
$804.86/yr
Blended yield
3.18%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

TRRVX
Analyst Ratings
1
Buy
2
Hold
Consensus: Hold
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TRRVX buys
0
STAG buys
0
No recent congressional trades found for TRRVX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTRRVXSTAG
Forward yield7.25%3.44%
Annual dividend / share$0.96$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$32.3K$18.3K
Annual income after 10y$1,147.51$462.22
Total dividends collected$9.4K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT
Analyst consensusHoldBuy

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

YearTRRVX PortfolioTRRVX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,425$724.57$10,665$345.09+$760.00TRRVX
2$12,998$773.63$11,364$357.70+$1.6KTRRVX
3$14,730$822.59$12,098$370.43+$2.6KTRRVX
4$16,633$871.25$12,869$383.28+$3.8KTRRVX
5$18,716$919.41$13,677$396.23+$5.0KTRRVX
6$20,993$966.90$14,524$409.27+$6.5KTRRVX
7$23,477$1,013.59$15,411$422.41+$8.1KTRRVX
8$26,179$1,059.32$16,339$435.61+$9.8KTRRVX
9$29,116$1,104.00$17,311$448.89+$11.8KTRRVX
10$32,301$1,147.51$18,327$462.22+$14.0KTRRVX

TRRVX vs STAG: Complete Analysis 2026

TRRVXStock

The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. 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. It is managed based on the specific retirement year (target date 2025) included in its name and assumes a retirement age of 65. The target date refers to the approximate year an investor in the fund would plan to retire and likely stop making new investments in the fund.

Full TRRVX 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.