Is WMKTX or STAG a better dividend investment in 2026?

WMKTX currently yields 4.26% with a 5% 5-year dividend growth rate. STAG yields 3.44% with 1% growth. The better choice depends on your goal: WMKTX offers higher current income.

What is the dividend yield difference between WMKTX and STAG?

WMKTX has a forward dividend yield of 4.26% ($0.55/share annually). STAG yields 3.44% ($1.24/share annually). The yield gap is 0.82 percentage points.

Home › Compare › WMKTX vs STAG

WMKTX vs STAG: Dividend Comparison 2026

WMKTX yields 4.26% · STAG yields 3.44%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 WMKTX wins by $8.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

WMKTX

● Live price

4.26%

Share price

$12.95

Annual div

$0.55

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$26.4K

Annual income

$559.76

Full WMKTX 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 — WMKTX vs STAG

📍 WMKTX 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 Period	WMKTX	STAG
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, WMKTX + STAG cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

WMKTX 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.

WMKTX

Annual income on $10K today (after 15% tax)

$362.05/yr

After 10yr DRIP, annual income (after tax)

$475.80/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, WMKTX beats the other by $82.50/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 WMKTX + STAG for your $10,000?

WMKTX: 50%STAG: 50%

100% STAG50/50100% WMKTX

Portfolio after 10yr

$22.4K

Annual income

$511.23/yr

Blended yield

2.29%

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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

WMKTX

No analyst data

STAG

Analyst Ratings

Buy

Hold

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)

WMKTX buys

STAG buys

No recent congressional trades found for WMKTX or STAG in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricWMKTXSTAG

Forward yield	4.26% ✓	3.44%
Annual dividend / share	$0.55	$1.24 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0.3% ✓
Portfolio after 10y	$26.4K ✓	$18.3K
Annual income after 10y	$559.76 ✓	$462.70
Total dividends collected	$5.0K ✓	$4.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	WMKTX Portfolio	WMKTX Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$11,126	$425.95	$10,665	$345.38	+$461.00 → WMKTX
2	$12,348	$442.90	$11,365	$358.01	+$983.00 → WMKTX
3	$13,671	$459.38	$12,099	$370.76	+$1.6K → WMKTX
4	$15,104	$475.35	$12,870	$383.63	+$2.2K → WMKTX
5	$16,652	$490.80	$13,678	$396.60	+$3.0K → WMKTX
6	$18,323	$505.70	$14,526	$409.67	+$3.8K → WMKTX
7	$20,126	$520.06	$15,413	$422.82	+$4.7K → WMKTX
8	$22,068	$533.85	$16,343	$436.05	+$5.7K → WMKTX
9	$24,160	$547.09	$17,315	$449.35	+$6.8K → WMKTX
10	$26,411	$559.76	$18,332	$462.70	+$8.1K → WMKTX

WMKTX vs STAG: Complete Analysis 2026

WMKTX — Stock

The fund pursues its investment objective by utilizing a tactical allocation strategy. It primarily invests in a mix of equity and fixed income securities and may also invest in commodity related investments. With respect to its investment in equity securities, the fund may invest in large cap stocks, small- and mid-cap stocks and international equity securities (including emerging market equity securities). With respect to its investment in fixed income securities, the fund may invest in domestic or foreign securities, corporate or sovereign, and of any quality or duration.

Full WMKTX Calculator →

STAG — REIT

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.