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EPR vs SO: Dividend Comparison 2026

EPR yields 4.00% · SO yields 3.42% · See full DRIP projection below

vsEnter any two US tickers
After 10 years · $10,000 invested · DRIP enabled
🏆 EPR wins by $6.3K in total portfolio value
10 years
EPR
EPR
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full EPR calculator →
SO
The Southern Company
3.42%
Share price
$84.20
Annual div
$2.88
5Y div CAGR
3.1%
Payout ratio
72%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.7K
Annual income
$613.85
Full SO calculator →

Portfolio growth — EPR vs SO

Annual dividend income

MetricEPRSO
Forward yield4.00%3.42%
Annual dividend / share$2.00$2.88
Payout ratio50%72%
1-year div growth5%3%
5-year div CAGR5%3.1%
Portfolio after 10y$28.0K$21.7K
Annual income after 10y$899.19$613.85
Total dividends collected$6.4K$4.7K
Payment frequencyquarterlyquarterly
SectorREITUtilities

Year-by-year: EPR vs SO ($10,000, DRIP)

YearEPR PortfolioEPR Income/yrSO PortfolioSO Income/yrGap
1$11,120$420.00$10,833$352.65+$287.00EPR
2$12,357$458.31$11,728$375.81+$629.00EPR
3$13,721$499.76$12,692$400.29+$1.0KEPR
4$15,227$544.58$13,727$426.14+$1.5KEPR
5$16,885$593.02$14,839$453.42+$2.0KEPR
6$18,713$645.34$16,034$482.21+$2.7KEPR
7$20,724$701.81$17,316$512.58+$3.4KEPR
8$22,938$762.73$18,692$544.59+$4.2KEPR
9$25,372$828.41$20,167$578.32+$5.2KEPR
10$28,047$899.19$21,749$613.85+$6.3KEPR

EPR vs SO: Complete Analysis 2026

EPRREIT

EPR is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in EPR shares.

Full EPR Calculator →

SOUtilities

Southern Company is a Dividend Aristocrat with 23+ consecutive years of increases. It serves 9M+ customers across Georgia, Alabama, and Mississippi through its regulated electric and gas utilities. Vogtle Unit 4 nuclear plant completion in 2024 adds decades of low-carbon baseload generation capacity.

Full SO Calculator →

Frequently Asked Questions

Is EPR or SO better for dividend income in 2026?
EPR currently offers a 4.00% yield (2.00/share/year) while SO offers 3.42% (2.88/share/year). EPR provides higher current income. However, EPR has grown its dividend faster (5% 5Y CAGR), which may lead to better long-term income through compounding.
How much would $10,000 in EPR vs SO earn per year?
With $10,000 invested today: EPR pays approximately $400/year. SO pays approximately $342/year. With DRIP reinvestment over 10 years, these grow to $899/year (EPR) and $614/year (SO).
Does EPR or SO pay monthly dividends?
EPR pays quarterly dividends. SO pays quarterly dividends. Neither pay monthly — both use a quarterly schedule, which is preferred by investors who need regular cash flow.
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⚠️ Educational purposes only. Not financial advice. All projections use historical data; actual results will vary.