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VBMFX vs STAG: Dividend Comparison 2026

VBMFX yields 3.83% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 VBMFX wins by $7.3K in total portfolio value
10 years
VBMFX
VBMFX
● Live price
3.83%
Share price
$9.66
Annual div
$0.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.6K
Annual income
$489.71
Full VBMFX 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 — VBMFX vs STAG

📍 VBMFX 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 PeriodVBMFXSTAG
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, VBMFX + STAG cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

VBMFX
Annual income on $10K today (after 15% tax)
$325.48/yr
After 10yr DRIP, annual income (after tax)
$416.25/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, VBMFX beats the other by $23.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VBMFX: 50%STAG: 50%
100% STAG50/50100% VBMFX
Portfolio after 10yr
$22.0K
Annual income
$475.96/yr
Blended yield
2.16%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

VBMFX
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)

VBMFX buys
0
STAG buys
0
No recent congressional trades found for VBMFX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVBMFXSTAG
Forward yield3.83%3.44%
Annual dividend / share$0.37$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$25.6K$18.3K
Annual income after 10y$489.71$462.22
Total dividends collected$4.4K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearVBMFX PortfolioVBMFX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,083$382.92$10,665$345.09+$418.00VBMFX
2$12,255$396.62$11,364$357.70+$891.00VBMFX
3$13,523$409.89$12,098$370.43+$1.4KVBMFX
4$14,892$422.70$12,869$383.28+$2.0KVBMFX
5$16,370$435.05$13,677$396.23+$2.7KVBMFX
6$17,963$446.93$14,524$409.27+$3.4KVBMFX
7$19,678$458.33$15,411$422.41+$4.3KVBMFX
8$21,525$469.26$16,339$435.61+$5.2KVBMFX
9$23,512$479.72$17,311$448.89+$6.2KVBMFX
10$25,647$489.71$18,327$462.22+$7.3KVBMFX

VBMFX vs STAG: Complete Analysis 2026

VBMFXStock

The investment seeks to track the performance of the Bloomberg U.S. Aggregate Float Adjusted Index. This index measures the performance of a wide spectrum of public, investment-grade, taxable, fixed income securities in the United States-including government, corporate, and international dollar-denominated bonds, as well as mortgage-backed and asset-backed securities-all with maturities of more than 1 year. All of the fund&#39;s investments will be selected through the sampling process, and at least 80% of its assets will be invested in bonds held in the index.

Full VBMFX 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.