HomeCompareTVSVX vs STAG

TVSVX vs STAG: Dividend Comparison 2026

TVSVX yields 3.50% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TVSVX wins by $6.8K in total portfolio value
10 years
TVSVX
TVSVX
● Live price
3.50%
Share price
$21.10
Annual div
$0.74
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$438.69
Full TVSVX 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 — TVSVX vs STAG

📍 TVSVX 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 PeriodTVSVXSTAG
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, TVSVX + STAG cover 0 of 12 monthsgood coverage

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

TVSVX
Annual income on $10K today (after 15% tax)
$297.68/yr
After 10yr DRIP, annual income (after tax)
$372.89/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, STAG beats the other by $20.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TVSVX: 50%STAG: 50%
100% STAG50/50100% TVSVX
Portfolio after 10yr
$21.7K
Annual income
$450.45/yr
Blended yield
2.08%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

TVSVX
No analyst data
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TVSVX buys
0
STAG buys
0
No recent congressional trades found for TVSVX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTVSVXSTAG
Forward yield3.50%3.44%
Annual dividend / share$0.74$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$25.1K$18.3K
Annual income after 10y$438.69$462.22
Total dividends collected$4.0K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearTVSVX PortfolioTVSVX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,050$350.21$10,665$345.09+$385.00TVSVX
2$12,185$361.68$11,364$357.70+$821.00TVSVX
3$13,411$372.74$12,098$370.43+$1.3KTVSVX
4$14,733$383.39$12,869$383.28+$1.9KTVSVX
5$16,158$393.64$13,677$396.23+$2.5KTVSVX
6$17,693$403.47$14,524$409.27+$3.2KTVSVX
7$19,344$412.88$15,411$422.41+$3.9KTVSVX
8$21,120$421.89$16,339$435.61+$4.8KTVSVX
9$23,029$430.49$17,311$448.89+$5.7KTVSVX
10$25,080$438.69$18,327$462.22+$6.8KTVSVX

TVSVX vs STAG: Complete Analysis 2026

TVSVXStock

The fund seeks to achieve its objective by acquiring equity securities, including common stocks and convertible securities, of well-financed small companies at a discount to what the Adviser believes is their intrinsic value. The advisor expects to invest at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in securities of companies that are considered small. It also invests in both domestic and foreign securities.

Full TVSVX 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.