HomeCompareFALIX vs EPRT

FALIX vs EPRT: Dividend Comparison 2026

FALIX yields 5.86% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $34.9K in total portfolio value· pulled ahead in Year 3
10 years
FALIX
FALIX
● Live price
5.86%
Share price
$58.05
Annual div
$3.40
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.4K
Annual income
$851.26
Full FALIX 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 — FALIX vs EPRT

📍 EPRT pulled ahead of the other in Year 3

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 PeriodFALIXEPRT
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, FALIX + EPRT cover 0 of 12 monthsgood coverage

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

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

FALIX
Annual income on $10K today (after 15% tax)
$497.99/yr
After 10yr DRIP, annual income (after tax)
$723.57/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 $10,471.65/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FALIX: 50%EPRT: 50%
100% EPRT50/50100% FALIX
Portfolio after 10yr
$46.9K
Annual income
$7,011.06/yr
Blended yield
14.96%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

FALIX
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)

FALIX buys
0
EPRT buys
0
No recent congressional trades found for FALIX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFALIXEPRT
Forward yield5.86%3.97%
Annual dividend / share$3.40$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$29.4K$64.3K
Annual income after 10y$851.26$13,170.85
Total dividends collected$7.2K$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearFALIX PortfolioFALIX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,286$585.87$11,212$512.01+$74.00FALIX
2$12,694$617.95$12,689$692.09+$5.00FALIX
3← crossover$14,232$649.58$14,521$944.30$289.00EPRT
4$15,909$680.64$16,841$1,302.88$932.00EPRT
5$17,734$711.06$19,841$1,821.64$2.1KEPRT
6$19,716$740.77$23,818$2,587.47$4.1KEPRT
7$21,865$769.69$29,230$3,744.65$7.4KEPRT
8$24,194$797.77$36,816$5,540.38$12.6KEPRT
9$26,712$824.97$47,806$8,413.17$21.1KEPRT
10$29,433$851.26$64,324$13,170.85$34.9KEPRT

FALIX vs EPRT: Complete Analysis 2026

FALIXStock

The fund normally invests primarily in common stocks. It normally invests at least 80% of its assets in securities of companies with large market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 1000 ® Index or the S&P 500 ® Index). The fund invests in domestic and foreign issuers. It invests in either growth stocks or value stocks or both.

Full FALIX 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.