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BUFMX vs EPRT: Dividend Comparison 2026

BUFMX yields 11.64% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $20.3K in total portfolio value· pulled ahead in Year 8
10 years
BUFMX
BUFMX
● Live price
11.64%
Share price
$12.88
Annual div
$1.50
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.1K
Annual income
$2,410.56
Full BUFMX 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 — BUFMX 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 PeriodBUFMXEPRT
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, BUFMX + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

BUFMX
Annual income on $10K today (after 15% tax)
$989.81/yr
After 10yr DRIP, annual income (after tax)
$2,048.98/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 $8,865.64/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BUFMX: 50%EPRT: 50%
100% EPRT50/50100% BUFMX
Portfolio after 10yr
$53.3K
Annual income
$7,625.64/yr
Blended yield
14.32%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

BUFMX
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)

BUFMX buys
0
EPRT buys
0
No recent congressional trades found for BUFMX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBUFMXEPRT
Forward yield11.64%3.92%
Annual dividend / share$1.50$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$43.1K$63.4K
Annual income after 10y$2,410.56$12,840.73
Total dividends collected$17.7K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearBUFMX PortfolioBUFMX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,864$1,164.49$11,205$505.18+$659.00BUFMX
2$13,986$1,291.22$12,672$682.46+$1.3KBUFMX
3$16,388$1,422.55$14,490$930.48+$1.9KBUFMX
4$19,093$1,557.77$16,786$1,282.69+$2.3KBUFMX
5$22,125$1,696.16$19,753$1,791.56+$2.4KBUFMX
6$25,511$1,836.99$23,677$2,541.64+$1.8KBUFMX
7$29,276$1,979.53$29,008$3,672.99+$268.00BUFMX
8← crossover$33,449$2,123.08$36,463$5,425.08$3.0KEPRT
9$38,057$2,266.97$47,238$8,221.57$9.2KEPRT
10$43,132$2,410.56$63,385$12,840.73$20.3KEPRT

BUFMX vs EPRT: Complete Analysis 2026

BUFMXStock

The fund invests at least 80% of its net assets in equity securities, consisting of common stocks, preferred stocks, convertible preferred stocks, warrants and rights of medium capitalization ("mid-cap") companies. The adviser defines mid-cap companies as those companies, at the time of purchase, with market capitalizations within the range of the Morningstar US Mid Growth Index.

Full BUFMX 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.