HomeCompareFBFWX vs EPRT

FBFWX vs EPRT: Dividend Comparison 2026

FBFWX yields 5.75% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $35.1K in total portfolio value· pulled ahead in Year 2
10 years
FBFWX
FBFWX
● Live price
5.75%
Share price
$13.43
Annual div
$0.77
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.2K
Annual income
$829.77
Full FBFWX 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 — FBFWX vs EPRT

📍 EPRT pulled ahead of the other in Year 2

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 PeriodFBFWXEPRT
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%.
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Dividend Calendar Overlap

Combined, FBFWX + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FBFWX
Annual income on $10K today (after 15% tax)
$488.73/yr
After 10yr DRIP, annual income (after tax)
$705.30/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 $10,489.92/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FBFWX: 50%EPRT: 50%
100% EPRT50/50100% FBFWX
Portfolio after 10yr
$46.8K
Annual income
$7,000.31/yr
Blended yield
14.97%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

FBFWX
No analyst data
Altman Z
0.9
Piotroski
5/9
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)

FBFWX buys
0
EPRT buys
0
No recent congressional trades found for FBFWX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFBFWXEPRT
Forward yield5.75%3.97%
Annual dividend / share$0.77$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$29.2K$64.3K
Annual income after 10y$829.77$13,170.85
Total dividends collected$7.1K$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearFBFWX PortfolioFBFWX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,275$574.98$11,212$512.01+$63.00FBFWX
2← crossover$12,670$605.88$12,689$692.09$19.00EPRT
3$14,193$636.31$14,521$944.30$328.00EPRT
4$15,853$666.17$16,841$1,302.88$988.00EPRT
5$17,658$695.39$19,841$1,821.64$2.2KEPRT
6$19,618$723.90$23,818$2,587.47$4.2KEPRT
7$21,743$751.64$29,230$3,744.65$7.5KEPRT
8$24,044$778.55$36,816$5,540.38$12.8KEPRT
9$26,531$804.60$47,806$8,413.17$21.3KEPRT
10$29,218$829.77$64,324$13,170.85$35.1KEPRT

FBFWX vs EPRT: Complete Analysis 2026

FBFWXStock

The advisor will attempt to achieve its investment objectives by investing in a mix of American Funds in varying combinations and weightings over time. The underlying funds will typically seek to generate income from their investments and will primarily consist of equity-income, fixed-income and balanced funds. The fund is one of a suite of three American Funds Retirement Income Portfolios designed to help investors in or near retirement with a withdrawal program.

Full FBFWX 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.