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FDFIX vs EPRT: Dividend Comparison 2026

FDFIX yields 1.20% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $42.0K in total portfolio value
10 years
FDFIX
FDFIX
● Live price
1.20%
Share price
$27.03
Annual div
$0.32
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$129.56
Full FDFIX calculator →
EPRT
EPRT
● Live price
3.92%
Share price
$30.77
Annual div
$1.21
5Y div CAGR
29%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$63.4K
Annual income
$12,840.73
Full EPRT calculator →

Portfolio growth — FDFIX vs EPRT

📍 EPRT pulled ahead of the other in Year 1

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 PeriodFDFIXEPRT
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, FDFIX + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FDFIX
Annual income on $10K today (after 15% tax)
$101.89/yr
After 10yr DRIP, annual income (after tax)
$110.13/yr
EPRT
Annual income on $10K today (after 15% tax)
$332.87/yr
After 10yr DRIP, annual income (after tax)
$10,914.62/yr
At 15% tax rate, EPRT beats the other by $10,804.49/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FDFIX: 50%EPRT: 50%
100% EPRT50/50100% FDFIX
Portfolio after 10yr
$42.4K
Annual income
$6,485.14/yr
Blended yield
15.30%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

FDFIX
No analyst data
EPRT
Analyst Ratings
1
Strong
17
Buy
3
Hold
1
Sell
Consensus: Buy
Price Target
$35.50
+15.4% 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)

FDFIX buys
0
EPRT buys
0
No recent congressional trades found for FDFIX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFDFIXEPRT
Forward yield1.20%3.92%
Annual dividend / share$0.32$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$21.4K$63.4K
Annual income after 10y$129.56$12,840.73
Total dividends collected$1.3K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearFDFIX PortfolioFDFIX Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$10,820$119.87$11,205$505.18$385.00EPRT
2$11,698$121.21$12,672$682.46$974.00EPRT
3$12,640$122.48$14,490$930.48$1.9KEPRT
4$13,648$123.68$16,786$1,282.69$3.1KEPRT
5$14,728$124.81$19,753$1,791.56$5.0KEPRT
6$15,885$125.87$23,677$2,541.64$7.8KEPRT
7$17,124$126.88$29,008$3,672.99$11.9KEPRT
8$18,451$127.83$36,463$5,425.08$18.0KEPRT
9$19,871$128.72$47,238$8,221.57$27.4KEPRT
10$21,392$129.56$63,385$12,840.73$42.0KEPRT

FDFIX vs EPRT: Complete Analysis 2026

FDFIXStock

The fund normally invests at least 80% of its assets in common stocks included in the S&P 500® Index, which broadly represents the performance of common stocks publicly traded in the United States.

Full FDFIX 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.