HomeCompareCHCGX vs FCPT

CHCGX vs FCPT: Dividend Comparison 2026

CHCGX yields 8.36% · FCPT yields 6.05%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FCPT wins by $14.3K in total portfolio value· pulled ahead in Year 4
10 years
CHCGX
CHCGX
● Live price
8.36%
Share price
$51.95
Annual div
$4.34
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.8K
Annual income
$1,416.77
Full CHCGX calculator →
FCPT
FCPT
● Live price
6.05%
Share price
$23.65
Annual div
$1.43
5Y div CAGR
15.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.1K
Annual income
$5,775.28
Full FCPT calculator →

Portfolio growth — CHCGX vs FCPT

📍 FCPT pulled ahead of the other in Year 4

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 PeriodCHCGXFCPT
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, CHCGX + FCPT cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CHCGX pays
FCPT pays
Both pay
Neither
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Tax Bracket Optimizer

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

CHCGX
Annual income on $10K today (after 15% tax)
$710.19/yr
After 10yr DRIP, annual income (after tax)
$1,204.25/yr
FCPT
Annual income on $10K today (after 15% tax)
$514.49/yr
After 10yr DRIP, annual income (after tax)
$4,908.99/yr
At 15% tax rate, FCPT beats the other by $3,704.73/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of CHCGX + FCPT for your $10,000?

CHCGX: 50%FCPT: 50%
100% FCPT50/50100% CHCGX
Portfolio after 10yr
$41.9K
Annual income
$3,596.03/yr
Blended yield
8.58%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on FCPT right now

CHCGX
No analyst data
FCPT
Analyst Ratings
5
Buy
10
Hold
Consensus: Hold
Price Target
$27.00
+14.2% upside vs current
Range: $25.00 — $29.00
Altman Z
1.4
Piotroski
6/9
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)

CHCGX buys
0
FCPT buys
0
No recent congressional trades found for CHCGX or FCPT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCHCGXFCPT
Forward yield8.36%6.05%
Annual dividend / share$4.34$1.43
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.8%
Portfolio after 10y$34.8K$49.1K
Annual income after 10y$1,416.77$5,775.28
Total dividends collected$11.3K$24.1K
Payment frequencyquarterlyquarterly
SectorStockREIT

Year-by-year: CHCGX vs FCPT ($10,000, DRIP)

YearCHCGX PortfolioCHCGX Income/yrFCPT PortfolioFCPT Income/yrGap
1$11,536$835.51$11,401$700.92+$135.00CHCGX
2$13,244$900.76$13,064$864.84+$180.00CHCGX
3$15,137$966.49$15,051$1,072.48+$86.00CHCGX
4← crossover$17,229$1,032.41$17,442$1,337.22$213.00FCPT
5$19,534$1,098.22$20,340$1,677.08$806.00FCPT
6$22,065$1,163.64$23,880$2,116.57$1.8KFCPT
7$24,838$1,228.42$28,241$2,689.36$3.4KFCPT
8$27,868$1,292.34$33,660$3,442.07$5.8KFCPT
9$31,174$1,355.18$40,456$4,439.95$9.3KFCPT
10$34,773$1,416.77$49,063$5,775.28$14.3KFCPT

CHCGX vs FCPT: Complete Analysis 2026

CHCGXStock

The fund, which is a diversified separate investment portfolio of the Chesapeake Investment Trust (the "Trust"), seeks capital appreciation by investing primarily in equity securities of the largest 1,000 companies, based on market capitalization, domiciled in the United States. It will invest at least 90% of its total assets in equity securities and at least 80% of such assets will be invested in the largest 1,000 companies domiciled in the United States. Generally, all of the securities in which the fund invests will be traded on domestic securities exchanges or in the over-the-counter markets.

Full CHCGX Calculator →

FCPTREIT

FCPT, headquartered in Mill Valley, CA, is a real estate investment trust primarily engaged in the acquisition and leasing of restaurant properties. The Company seeks to grow its portfolio by acquiring additional real estate to lease, on a net basis, for use in the restaurant and retail industries.

Full FCPT 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.