HomeCompareAPHGX vs EPRT

APHGX vs EPRT: Dividend Comparison 2026

APHGX yields 5.05% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $35.5K in total portfolio value· pulled ahead in Year 2
10 years
APHGX
APHGX
● Live price
5.05%
Share price
$26.83
Annual div
$1.35
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.9K
Annual income
$697.38
Full APHGX 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 — APHGX vs EPRT

📍 EPRT pulled ahead of the other in Year 2

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 PeriodAPHGXEPRT
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, APHGX + EPRT cover 0 of 12 monthsgood coverage

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

APHGX
Annual income on $10K today (after 15% tax)
$429.19/yr
After 10yr DRIP, annual income (after tax)
$592.77/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 $10,321.85/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

APHGX: 50%EPRT: 50%
100% EPRT50/50100% APHGX
Portfolio after 10yr
$45.6K
Annual income
$6,769.05/yr
Blended yield
14.84%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

APHGX
No analyst data
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

APHGX buys
0
EPRT buys
0
No recent congressional trades found for APHGX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAPHGXEPRT
Forward yield5.05%3.92%
Annual dividend / share$1.35$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$27.9K$63.4K
Annual income after 10y$697.38$12,840.73
Total dividends collected$6.1K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearAPHGX PortfolioAPHGX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,205$504.92$11,205$505.18$0.00EPRT
2← crossover$12,518$528.75$12,672$682.46$154.00EPRT
3$13,946$552.07$14,490$930.48$544.00EPRT
4$15,497$574.82$16,786$1,282.69$1.3KEPRT
5$17,179$596.97$19,753$1,791.56$2.6KEPRT
6$19,000$618.46$23,677$2,541.64$4.7KEPRT
7$20,969$639.27$29,008$3,672.99$8.0KEPRT
8$23,097$659.37$36,463$5,425.08$13.4KEPRT
9$25,392$678.74$47,238$8,221.57$21.8KEPRT
10$27,867$697.38$63,385$12,840.73$35.5KEPRT

APHGX vs EPRT: Complete Analysis 2026

APHGXStock

The investment seeks maximum long-term capital growth. The fund&#39;s investment team employs a fundamental investment process to construct a diversified portfolio of securities of undervalued U.S. and non-U.S. companies. The team seeks to invest in what the team considers to be high quality, undervalued companies with strong balance sheets and shareholder-oriented management teams. Under normal market conditions, the fund primarily invests in common stocks and other equity securities, both within and outside the U.S.

Full APHGX 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.