HomeCompareBHBFX vs EPRT

BHBFX vs EPRT: Dividend Comparison 2026

BHBFX yields 11.79% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $19.9K in total portfolio value· pulled ahead in Year 8
10 years
BHBFX
BHBFX
● Live price
11.79%
Share price
$25.64
Annual div
$3.02
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.5K
Annual income
$2,460.96
Full BHBFX 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 — BHBFX vs EPRT

📍 EPRT pulled ahead of the other in Year 8

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 PeriodBHBFXEPRT
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, BHBFX + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

BHBFX
Annual income on $10K today (after 15% tax)
$1,001.92/yr
After 10yr DRIP, annual income (after tax)
$2,091.82/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 $8,822.80/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BHBFX: 50%EPRT: 50%
100% EPRT50/50100% BHBFX
Portfolio after 10yr
$53.5K
Annual income
$7,650.84/yr
Blended yield
14.31%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

BHBFX
No analyst data
Altman Z
1.0
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BHBFX buys
0
EPRT buys
0
No recent congressional trades found for BHBFX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBHBFXEPRT
Forward yield11.79%3.92%
Annual dividend / share$3.02$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$43.5K$63.4K
Annual income after 10y$2,460.96$12,840.73
Total dividends collected$18.1K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearBHBFX PortfolioBHBFX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,879$1,178.73$11,205$505.18+$674.00BHBFX
2$14,019$1,308.58$12,672$682.46+$1.3KBHBFX
3$16,443$1,443.30$14,490$930.48+$2.0KBHBFX
4$19,177$1,582.18$16,786$1,282.69+$2.4KBHBFX
5$22,243$1,724.45$19,753$1,791.56+$2.5KBHBFX
6$25,670$1,869.38$23,677$2,541.64+$2.0KBHBFX
7$29,483$2,016.21$29,008$3,672.99+$475.00BHBFX
8← crossover$33,711$2,164.21$36,463$5,425.08$2.8KEPRT
9$38,383$2,312.68$47,238$8,221.57$8.9KEPRT
10$43,531$2,460.96$63,385$12,840.73$19.9KEPRT

BHBFX vs EPRT: Complete Analysis 2026

BHBFXStock

The fund seeks to achieve its investment objective by investing in equity securities of companies with a market capitalization of over $1 billion and a history of paying dividends, with the ability to increase dividends over time. Under normal market conditions, at least 80% of the fund's net assets (including borrowings for investment purposes) will be invested in dividend paying equity securities.

Full BHBFX 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.