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AFMBX vs EPRT: Dividend Comparison 2026

AFMBX yields 8.86% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $42.0K in total portfolio value
10 years
AFMBX
AFMBX
● Live price
8.86%
Share price
$36.29
Annual div
$3.21
5Y div CAGR
-47.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$1.59
Full AFMBX calculator →
EPRT
EPRT
● Live price
3.92%
Share price
$30.77
Annual div
$1.21
5Y div CAGR
29%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$63.4K
Annual income
$12,840.73
Full EPRT calculator →

Portfolio growth — AFMBX vs EPRT

📍 EPRT 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 PeriodAFMBXEPRT
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, AFMBX + EPRT cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AFMBX pays
EPRT pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

AFMBX
Annual income on $10K today (after 15% tax)
$752.84/yr
After 10yr DRIP, annual income (after tax)
$1.35/yr
EPRT
Annual income on $10K today (after 15% tax)
$332.87/yr
After 10yr DRIP, annual income (after tax)
$10,914.62/yr
At 15% tax rate, EPRT beats the other by $10,913.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AFMBX + EPRT for your $10,000?

AFMBX: 50%EPRT: 50%
100% EPRT50/50100% AFMBX
Portfolio after 10yr
$42.4K
Annual income
$6,421.16/yr
Blended yield
15.15%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

AFMBX
No analyst data
Altman Z
2169.3
Piotroski
6/9
EPRT
Analyst Ratings
1
Strong
17
Buy
3
Hold
1
Sell
Consensus: Buy
Price Target
$35.50
+15.4% upside vs current
Range: $33.00 — $37.00
Altman Z
1.8
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)

AFMBX buys
0
EPRT buys
0
No recent congressional trades found for AFMBX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAFMBXEPRT
Forward yield8.86%3.92%
Annual dividend / share$3.21$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-47.3%29%
Portfolio after 10y$21.4K$63.4K
Annual income after 10y$1.59$12,840.73
Total dividends collected$1.0K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

Year-by-year: AFMBX vs EPRT ($10,000, DRIP)

YearAFMBX PortfolioAFMBX Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$11,167$466.76$11,205$505.18$38.00EPRT
2$12,205$256.71$12,672$682.46$467.00EPRT
3$13,198$138.20$14,490$930.48$1.3KEPRT
4$14,195$73.60$16,786$1,282.69$2.6KEPRT
5$15,228$38.99$19,753$1,791.56$4.5KEPRT
6$16,314$20.60$23,677$2,541.64$7.4KEPRT
7$17,467$10.87$29,008$3,672.99$11.5KEPRT
8$18,696$5.73$36,463$5,425.08$17.8KEPRT
9$20,007$3.02$47,238$8,221.57$27.2KEPRT
10$21,409$1.59$63,385$12,840.73$42.0KEPRT

AFMBX vs EPRT: Complete Analysis 2026

AFMBXStock

The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. It also invests in securities issued and guaranteed by the U.S. government and by federal agencies and instrumentalities. In addition, the fund may invest a portion of its assets in common stocks, most of which have a history of paying dividends, bonds and other securities of issuers domiciled outside the United States.

Full AFMBX Calculator →

EPRTREIT

Essential Properties Realty Trust, Inc., a real estate company, acquires, owns, and manages single-tenant properties in the United States. The company leases its properties to middle-market companies, such as restaurants, car washes, automotive services, medical and dental services, convenience stores, equipment rental, entertainment, early childhood education, grocery, and health and fitness on a long-term basis. As of December 31, 2021, it had a portfolio of 1, 451 properties. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was founded in 2016 and is headquartered in Princeton, New Jersey.

Full EPRT 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.