HomeCompareBFRKX vs EPRT

BFRKX vs EPRT: Dividend Comparison 2026

BFRKX yields 7.09% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $31.4K in total portfolio value· pulled ahead in Year 4
10 years
BFRKX
BFRKX
● Live price
7.09%
Share price
$9.32
Annual div
$0.66
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.0K
Annual income
$1,112.19
Full BFRKX 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 — BFRKX vs EPRT

📍 EPRT pulled ahead of the other in Year 4

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodBFRKXEPRT
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%.
📅

Dividend Calendar Overlap

Combined, BFRKX + EPRT cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BFRKX pays
EPRT pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

BFRKX
Annual income on $10K today (after 15% tax)
$602.69/yr
After 10yr DRIP, annual income (after tax)
$945.36/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 $9,969.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BFRKX: 50%EPRT: 50%
100% EPRT50/50100% BFRKX
Portfolio after 10yr
$47.7K
Annual income
$6,976.46/yr
Blended yield
14.63%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

BFRKX
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)

BFRKX buys
0
EPRT buys
0
No recent congressional trades found for BFRKX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBFRKXEPRT
Forward yield7.09%3.92%
Annual dividend / share$0.66$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$32.0K$63.4K
Annual income after 10y$1,112.19$12,840.73
Total dividends collected$9.2K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearBFRKX PortfolioBFRKX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,409$709.05$11,205$505.18+$204.00BFRKX
2$12,964$756.03$12,672$682.46+$292.00BFRKX
3$14,674$802.85$14,490$930.48+$184.00BFRKX
4← crossover$16,551$849.32$16,786$1,282.69$235.00EPRT
5$18,604$895.26$19,753$1,791.56$1.1KEPRT
6$20,847$940.52$23,677$2,541.64$2.8KEPRT
7$23,291$984.96$29,008$3,672.99$5.7KEPRT
8$25,950$1,028.45$36,463$5,425.08$10.5KEPRT
9$28,838$1,070.89$47,238$8,221.57$18.4KEPRT
10$31,968$1,112.19$63,385$12,840.73$31.4KEPRT

BFRKX vs EPRT: Complete Analysis 2026

BFRKXStock

The fund normally invests at least 80% of its assets in floating rate investments and investments that are the economic equivalent of floating rate investments, which effectively enables the fund to achieve a floating rate of income. It may also purchase, without limitation, participations or assignments in senior floating rate loans or second lien floating rate loans.

Full BFRKX 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.