HomeCompareVWENX vs STAG

VWENX vs STAG: Dividend Comparison 2026

VWENX yields 12.01% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VWENX wins by $25.8K in total portfolio value
10 years
VWENX
VWENX
● Live price
12.01%
Share price
$74.20
Annual div
$8.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.2K
Annual income
$2,540.93
Full VWENX calculator →
STAG
STAG Industrial Inc.
● Live price
3.44%
Share price
$36.06
Annual div
$1.24
5Y div CAGR
0.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$18.3K
Annual income
$462.70
Full STAG calculator →

Portfolio growth — VWENX vs STAG

📍 VWENX 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 PeriodVWENXSTAG
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, VWENX + STAG cover 0 of 12 monthsgood coverage

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

VWENX
Annual income on $10K today (after 15% tax)
$1,020.81/yr
After 10yr DRIP, annual income (after tax)
$2,159.79/yr
STAG
Annual income on $10K today (after 15% tax)
$292.69/yr
After 10yr DRIP, annual income (after tax)
$393.29/yr
At 15% tax rate, VWENX beats the other by $1,766.50/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 VWENX + STAG for your $10,000?

VWENX: 50%STAG: 50%
100% STAG50/50100% VWENX
Portfolio after 10yr
$31.2K
Annual income
$1,501.81/yr
Blended yield
4.81%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

VWENX
No analyst data
STAG
Analyst Ratings
9
Buy
9
Hold
3
Sell
Consensus: Buy
Price Target
$45.00
+24.8% 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)

VWENX buys
0
STAG buys
0
No recent congressional trades found for VWENX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVWENXSTAG
Forward yield12.01%3.44%
Annual dividend / share$8.91$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$44.2K$18.3K
Annual income after 10y$2,540.93$462.70
Total dividends collected$18.6K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearVWENX PortfolioVWENX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,901$1,200.95$10,665$345.38+$1.2KVWENX
2$14,070$1,335.74$11,365$358.01+$2.7KVWENX
3$16,531$1,475.86$12,099$370.76+$4.4KVWENX
4$19,308$1,620.54$12,870$383.63+$6.4KVWENX
5$22,429$1,769.02$13,678$396.60+$8.8KVWENX
6$25,919$1,920.49$14,526$409.67+$11.4KVWENX
7$29,808$2,074.18$15,413$422.82+$14.4KVWENX
8$34,124$2,229.30$16,343$436.05+$17.8KVWENX
9$38,897$2,385.12$17,315$449.35+$21.6KVWENX
10$44,161$2,540.93$18,332$462.70+$25.8KVWENX

VWENX vs STAG: Complete Analysis 2026

VWENXStock

Founded in 1929, Wellington Fund is Vanguard’s oldest mutual fund and the nation’s oldest balanced fund. It offers exposure to stocks (about two-thirds of the portfolio) and bonds (one-third of the portfolio). Another key attribute is broad diversification—the fund invests in stocks and bonds across all economic sectors. This is important because one or two holdings should not have a sizeable impact on the fund. Investors with a long-term time horizon who want growth and are willing to accept stock market volatility may wish to consider this as a core holding in their portfolio.

Full VWENX 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.