Is WVALX or STAG a better dividend investment in 2026?

WVALX currently yields 25.47% with a 5% 5-year dividend growth rate. STAG yields 3.44% with 1% growth. The better choice depends on your goal: WVALX offers higher current income.

What is the dividend yield difference between WVALX and STAG?

WVALX has a forward dividend yield of 25.47% ($9.38/share annually). STAG yields 3.44% ($1.24/share annually). The yield gap is 22.03 percentage points.

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WVALX vs STAG: Dividend Comparison 2026

WVALX yields 25.47% · STAG yields 3.44%● Live data

vsPost on X →

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

🏆 WVALX wins by $83.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

WVALX

● Live price

25.47%

Share price

$36.83

Annual div

$9.38

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$101.5K

Annual income

$11,639.10

Full WVALX 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 — WVALX vs STAG

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

WVALX 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.

WVALX

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

$2,164.74/yr

After 10yr DRIP, annual income (after tax)

$9,893.24/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, WVALX beats the other by $9,500.35/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 WVALX + STAG for your $10,000?

WVALX: 50%STAG: 50%

100% STAG50/50100% WVALX

Portfolio after 10yr

$59.9K

Annual income

$6,050.66/yr

Blended yield

10.10%

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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

WVALX

No analyst data

STAG

Analyst Ratings

Buy

Hold

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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WVALX buys

STAG buys

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

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

MetricWVALXSTAG

Forward yield	25.47% ✓	3.44%
Annual dividend / share	$9.38 ✓	$1.24
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0.3% ✓
Portfolio after 10y	$101.5K ✓	$18.3K
Annual income after 10y	$11,639.10 ✓	$462.22
Total dividends collected	$64.8K ✓	$4.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	WVALX Portfolio	WVALX Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$13,247	$2,546.75	$10,665	$345.09	+$2.6K → WVALX
2	$17,327	$3,152.92	$11,364	$357.70	+$6.0K → WVALX
3	$22,394	$3,854.26	$12,098	$370.43	+$10.3K → WVALX
4	$28,617	$4,655.53	$12,869	$383.28	+$15.7K → WVALX
5	$36,180	$5,560.05	$13,677	$396.23	+$22.5K → WVALX
6	$45,283	$6,569.65	$14,524	$409.27	+$30.8K → WVALX
7	$56,137	$7,684.52	$15,411	$422.41	+$40.7K → WVALX
8	$68,970	$8,903.28	$16,339	$435.61	+$52.6K → WVALX
9	$84,021	$10,222.95	$17,311	$448.89	+$66.7K → WVALX
10	$101,541	$11,639.10	$18,327	$462.22	+$83.2K → WVALX

WVALX vs STAG: Complete Analysis 2026

WVALX — Stock

Under normal circumstances, the fund will invest the majority of its assets in common stock of larger companies. The Adviser considers larger companies to be issuers with market capitalizations equal to or greater than the median company in the Russell 1000 Index. It may invest in securities issued by non-U.S. companies, which may be denominated in U.S. dollars or foreign currencies.

Full WVALX 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.