HomeCompareWFMDX vs STAG

WFMDX vs STAG: Dividend Comparison 2026

WFMDX yields 11.02% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WFMDX wins by $23.1K in total portfolio value
10 years
WFMDX
WFMDX
● Live price
11.02%
Share price
$45.48
Annual div
$5.01
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.4K
Annual income
$2,196.99
Full WFMDX 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 — WFMDX vs STAG

📍 WFMDX 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 PeriodWFMDXSTAG
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, WFMDX + STAG cover 0 of 12 monthsgood coverage

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

WFMDX
Annual income on $10K today (after 15% tax)
$936.66/yr
After 10yr DRIP, annual income (after tax)
$1,867.44/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, WFMDX beats the other by $1,474.15/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WFMDX: 50%STAG: 50%
100% STAG50/50100% WFMDX
Portfolio after 10yr
$29.9K
Annual income
$1,329.85/yr
Blended yield
4.45%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

WFMDX
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)

WFMDX buys
0
STAG buys
0
No recent congressional trades found for WFMDX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWFMDXSTAG
Forward yield11.02%3.44%
Annual dividend / share$5.01$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$41.4K$18.3K
Annual income after 10y$2,196.99$462.70
Total dividends collected$16.4K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearWFMDX PortfolioWFMDX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,802$1,101.95$10,665$345.38+$1.1KWFMDX
2$13,844$1,215.44$11,365$358.01+$2.5KWFMDX
3$16,145$1,332.42$12,099$370.76+$4.0KWFMDX
4$18,727$1,452.28$12,870$383.63+$5.9KWFMDX
5$21,613$1,574.37$13,678$396.60+$7.9KWFMDX
6$24,824$1,698.06$14,526$409.67+$10.3KWFMDX
7$28,384$1,822.75$15,413$422.82+$13.0KWFMDX
8$32,319$1,947.83$16,343$436.05+$16.0KWFMDX
9$36,654$2,072.75$17,315$449.35+$19.3KWFMDX
10$41,417$2,196.99$18,332$462.70+$23.1KWFMDX

WFMDX vs STAG: Complete Analysis 2026

WFMDXStock

The fund normally invests at least 80% of its net assets in equity securities of medium-capitalization companies. It invests principally in equity securities of medium-capitalization companies, which the manager defines as securities of companies with market capitalizations within the range of the Russell Midcap® Index at the time of purchase.

Full WFMDX 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.