HomeCompareFCAZX vs EPRT

FCAZX vs EPRT: Dividend Comparison 2026

FCAZX yields 7.95% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $30.5K in total portfolio value· pulled ahead in Year 5
10 years
FCAZX
FCAZX
● Live price
7.95%
Share price
$23.31
Annual div
$1.85
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.8K
Annual income
$1,313.73
Full FCAZX 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 — FCAZX vs EPRT

📍 EPRT pulled ahead of the other in Year 5

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 PeriodFCAZXEPRT
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, FCAZX + EPRT cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
FCAZX 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.

FCAZX
Annual income on $10K today (after 15% tax)
$675.33/yr
After 10yr DRIP, annual income (after tax)
$1,116.67/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 $10,078.55/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FCAZX: 50%EPRT: 50%
100% EPRT50/50100% FCAZX
Portfolio after 10yr
$49.1K
Annual income
$7,242.29/yr
Blended yield
14.76%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

FCAZX
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)

FCAZX buys
0
EPRT buys
0
No recent congressional trades found for FCAZX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFCAZXEPRT
Forward yield7.95%3.97%
Annual dividend / share$1.85$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$33.8K$64.3K
Annual income after 10y$1,313.73$13,170.85
Total dividends collected$10.6K$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearFCAZX PortfolioFCAZX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,495$794.51$11,212$512.01+$283.00FCAZX
2$13,153$853.50$12,689$692.09+$464.00FCAZX
3$14,986$912.73$14,521$944.30+$465.00FCAZX
4$17,007$971.93$16,841$1,302.88+$166.00FCAZX
5← crossover$19,228$1,030.84$19,841$1,821.64$613.00EPRT
6$21,664$1,089.23$23,818$2,587.47$2.2KEPRT
7$24,327$1,146.90$29,230$3,744.65$4.9KEPRT
8$27,233$1,203.65$36,816$5,540.38$9.6KEPRT
9$30,399$1,259.30$47,806$8,413.17$17.4KEPRT
10$33,841$1,313.73$64,324$13,170.85$30.5KEPRT

FCAZX vs EPRT: Complete Analysis 2026

FCAZXStock

The investment seeks capital appreciation. The fund is a "fund to funds" meaning that it seeks to achieve its investment goal by investing its assets in a combination of the Franklin Growth Fund, Franklin Growth Opportunities Fund, Franklin Mutual Shares Fund and Templeton Growth Fund (underlying funds) on a fixed percentage basis. It makes equal allocations (approximately 25%) to each of the underlying funds. These underlying funds, in turn, invest primarily in U.S. and foreign equity securities.

Full FCAZX 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.