HomeCompareVWNFX vs STAG

VWNFX vs STAG: Dividend Comparison 2026

VWNFX yields 11.58% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VWNFX wins by $24.6K in total portfolio value
10 years
VWNFX
VWNFX
● Live price
11.58%
Share price
$46.50
Annual div
$5.39
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.0K
Annual income
$2,389.49
Full VWNFX 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 — VWNFX vs STAG

📍 VWNFX 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 PeriodVWNFXSTAG
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, VWNFX + STAG cover 0 of 12 monthsgood coverage

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

VWNFX
Annual income on $10K today (after 15% tax)
$984.70/yr
After 10yr DRIP, annual income (after tax)
$2,031.07/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, VWNFX beats the other by $1,637.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VWNFX: 50%STAG: 50%
100% STAG50/50100% VWNFX
Portfolio after 10yr
$30.6K
Annual income
$1,426.09/yr
Blended yield
4.65%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

VWNFX
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VWNFX buys
0
STAG buys
0
No recent congressional trades found for VWNFX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVWNFXSTAG
Forward yield11.58%3.44%
Annual dividend / share$5.39$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$43.0K$18.3K
Annual income after 10y$2,389.49$462.70
Total dividends collected$17.6K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearVWNFX PortfolioVWNFX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,858$1,158.48$10,665$345.38+$1.2KVWNFX
2$13,972$1,283.90$11,365$358.01+$2.6KVWNFX
3$16,364$1,413.81$12,099$370.76+$4.3KVWNFX
4$19,057$1,547.51$12,870$383.63+$6.2KVWNFX
5$22,076$1,684.28$13,678$396.60+$8.4KVWNFX
6$25,444$1,823.40$14,526$409.67+$10.9KVWNFX
7$29,190$1,964.16$15,413$422.82+$13.8KVWNFX
8$33,339$2,105.86$16,343$436.05+$17.0KVWNFX
9$37,920$2,247.84$17,315$449.35+$20.6KVWNFX
10$42,964$2,389.49$18,332$462.70+$24.6KVWNFX

VWNFX vs STAG: Complete Analysis 2026

VWNFXStock

Like many individuals making a big purchase, Windsor II Fund’s investment managers are mindful of price. While this large-cap value stock fund carries the same risk associated with the stock market, this “value” conscious approach may provide a less bumpy ride. That said, the fund may not keep up in a strong bull market. If you have a long-term investment goal and want less market volatility than might be present in a more aggressive investment, the fund could be a good fit for you.

Full VWNFX 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.