HomeCompareCSPAX vs EPRT

CSPAX vs EPRT: Dividend Comparison 2026

CSPAX yields 4.96% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $36.6K in total portfolio value
10 years
CSPAX
CSPAX
● Live price
4.96%
Share price
$71.25
Annual div
$3.54
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.7K
Annual income
$681.91
Full CSPAX 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 — CSPAX 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 PeriodCSPAXEPRT
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, CSPAX + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CSPAX
Annual income on $10K today (after 15% tax)
$421.92/yr
After 10yr DRIP, annual income (after tax)
$579.62/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 $10,615.60/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CSPAX: 50%EPRT: 50%
100% EPRT50/50100% CSPAX
Portfolio after 10yr
$46.0K
Annual income
$6,926.39/yr
Blended yield
15.05%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

CSPAX
No analyst data
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)

CSPAX buys
0
EPRT buys
0
No recent congressional trades found for CSPAX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCSPAXEPRT
Forward yield4.96%3.97%
Annual dividend / share$3.54$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$27.7K$64.3K
Annual income after 10y$681.91$13,170.85
Total dividends collected$5.9K$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearCSPAX PortfolioCSPAX Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$11,196$496.38$11,212$512.01$16.00EPRT
2$12,500$519.41$12,689$692.09$189.00EPRT
3$13,916$541.93$14,521$944.30$605.00EPRT
4$15,454$563.88$16,841$1,302.88$1.4KEPRT
5$17,122$585.24$19,841$1,821.64$2.7KEPRT
6$18,926$605.95$23,818$2,587.47$4.9KEPRT
7$20,877$625.99$29,230$3,744.65$8.4KEPRT
8$22,983$645.34$36,816$5,540.38$13.8KEPRT
9$25,256$663.99$47,806$8,413.17$22.6KEPRT
10$27,706$681.91$64,324$13,170.85$36.6KEPRT

CSPAX vs EPRT: Complete Analysis 2026

CSPAXStock

Normally the fund invests at least 80% of its net assets in common stocks and other equity-type securities (such as preferred stocks, convertible preferred stocks and convertible bonds) of companies with small market capitalizations, including growth-oriented stocks. Under normal circumstances, the fund will invest a significant portion of its assets outside the United States, including in emerging markets.

Full CSPAX 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 CSPAX vs EPRT comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

CSPAX vs SCHDCSPAX vs JEPICSPAX vs OCSPAX vs KOCSPAX 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.