HomeCompareBIMSX vs EPRT

BIMSX vs EPRT: Dividend Comparison 2026

BIMSX yields 3.55% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $39.2K in total portfolio value
10 years
BIMSX
BIMSX
● Live price
3.55%
Share price
$11.05
Annual div
$0.39
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.2K
Annual income
$446.41
Full BIMSX calculator →
EPRT
EPRT
● Live price
3.97%
Share price
$30.36
Annual div
$1.21
5Y div CAGR
29%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$64.3K
Annual income
$13,170.85
Full EPRT calculator →

Portfolio growth — BIMSX vs EPRT

📍 EPRT pulled ahead of the other in Year 1

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 PeriodBIMSXEPRT
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, BIMSX + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

BIMSX
Annual income on $10K today (after 15% tax)
$301.95/yr
After 10yr DRIP, annual income (after tax)
$379.45/yr
EPRT
Annual income on $10K today (after 15% tax)
$337.37/yr
After 10yr DRIP, annual income (after tax)
$11,195.22/yr
At 15% tax rate, EPRT beats the other by $10,815.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BIMSX: 50%EPRT: 50%
100% EPRT50/50100% BIMSX
Portfolio after 10yr
$44.7K
Annual income
$6,808.63/yr
Blended yield
15.22%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

BIMSX
No analyst data
Price Target
$17.50
+58.4% upside vs current
Range: $8.00 — $27.00
EPRT
Analyst Ratings
1
Strong
17
Buy
3
Hold
1
Sell
Consensus: Buy
Price Target
$35.50
+16.9% 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)

BIMSX buys
0
EPRT buys
0
No recent congressional trades found for BIMSX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBIMSXEPRT
Forward yield3.55%3.97%
Annual dividend / share$0.39$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$25.2K$64.3K
Annual income after 10y$446.41$13,170.85
Total dividends collected$4.0K$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT
Analyst price target$17.50$35.50

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

YearBIMSX PortfolioBIMSX Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$11,055$355.24$11,212$512.01$157.00EPRT
2$12,196$367.03$12,689$692.09$493.00EPRT
3$13,428$378.42$14,521$944.30$1.1KEPRT
4$14,758$389.40$16,841$1,302.88$2.1KEPRT
5$16,191$399.95$19,841$1,821.64$3.6KEPRT
6$17,734$410.08$23,818$2,587.47$6.1KEPRT
7$19,395$419.79$29,230$3,744.65$9.8KEPRT
8$21,182$429.07$36,816$5,540.38$15.6KEPRT
9$23,103$437.94$47,806$8,413.17$24.7KEPRT
10$25,166$446.41$64,324$13,170.85$39.2KEPRT

BIMSX vs EPRT: Complete Analysis 2026

BIMSXStock

The fund normally invests at least 80% of its net assets in the following types of U.S. dollar-denominated debt obligations: U.S. government and other public-sector agencies, asset-backed and mortgage-backed obligations of U.S. and foreign issuers and corporate debt of U.S. and foreign issuers.

Full BIMSX 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 →
📬

Get this BIMSX vs EPRT comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

BIMSX vs SCHDBIMSX vs JEPIBIMSX vs OBIMSX vs KOBIMSX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.