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VMVAX vs STAG: Dividend Comparison 2026

VMVAX yields 1.47% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 VMVAX wins by $3.5K in total portfolio value
10 years
VMVAX
VMVAX
● Live price
1.47%
Share price
$93.99
Annual div
$1.38
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.8K
Annual income
$161.70
Full VMVAX 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 — VMVAX vs STAG

📍 VMVAX 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 PeriodVMVAXSTAG
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, VMVAX + STAG cover 0 of 12 monthsgood coverage

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

VMVAX
Annual income on $10K today (after 15% tax)
$124.95/yr
After 10yr DRIP, annual income (after tax)
$137.45/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 $255.44/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VMVAX: 50%STAG: 50%
100% STAG50/50100% VMVAX
Portfolio after 10yr
$20.1K
Annual income
$311.96/yr
Blended yield
1.55%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

VMVAX
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)

VMVAX buys
0
STAG buys
0
No recent congressional trades found for VMVAX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVMVAXSTAG
Forward yield1.47%3.44%
Annual dividend / share$1.38$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$21.8K$18.3K
Annual income after 10y$161.70$462.22
Total dividends collected$1.5K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearVMVAX PortfolioVMVAX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$10,847$147.01$10,665$345.09+$182.00VMVAX
2$11,755$149.02$11,364$357.70+$391.00VMVAX
3$12,729$150.94$12,098$370.43+$631.00VMVAX
4$13,773$152.75$12,869$383.28+$904.00VMVAX
5$14,891$154.46$13,677$396.23+$1.2KVMVAX
6$16,090$156.08$14,524$409.27+$1.6KVMVAX
7$17,374$157.61$15,411$422.41+$2.0KVMVAX
8$18,749$159.05$16,339$435.61+$2.4KVMVAX
9$20,222$160.41$17,311$448.89+$2.9KVMVAX
10$21,799$161.70$18,327$462.22+$3.5KVMVAX

VMVAX vs STAG: Complete Analysis 2026

VMVAXStock

This low-cost index fund offers exposure to mid-capitalization U.S. value stocks. Value stocks are those that may be temporarily undervalued by investors. These companies typically grow at a slower pace than the broader group of mid-sized companies. One of the fund’s key risks is that mid-capitalization stocks tend to be more volatile than large-company stocks. Investors looking to add a passively managed, mid-cap value allocation to an already diversified portfolio may wish to consider this option.

Full VMVAX 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.