HomeCompareFGFRX vs EPRT

FGFRX vs EPRT: Dividend Comparison 2026

FGFRX yields 9.38% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $26.2K in total portfolio value· pulled ahead in Year 6
10 years
FGFRX
FGFRX
● Live price
9.38%
Share price
$41.78
Annual div
$3.92
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.2K
Annual income
$1,694.73
Full FGFRX 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 — FGFRX vs EPRT

📍 EPRT pulled ahead of the other in Year 6

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 PeriodFGFRXEPRT
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, FGFRX + EPRT cover 0 of 12 monthsgood coverage

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

FGFRX
Annual income on $10K today (after 15% tax)
$797.71/yr
After 10yr DRIP, annual income (after tax)
$1,440.52/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 $9,474.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FGFRX: 50%EPRT: 50%
100% EPRT50/50100% FGFRX
Portfolio after 10yr
$50.3K
Annual income
$7,267.73/yr
Blended yield
14.45%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

FGFRX
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)

FGFRX buys
0
EPRT buys
0
No recent congressional trades found for FGFRX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFGFRXEPRT
Forward yield9.38%3.92%
Annual dividend / share$3.92$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$37.2K$63.4K
Annual income after 10y$1,694.73$12,840.73
Total dividends collected$13.2K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearFGFRX PortfolioFGFRX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,638$938.48$11,205$505.18+$433.00FGFRX
2$13,474$1,020.80$12,672$682.46+$802.00FGFRX
3$15,522$1,104.47$14,490$930.48+$1.0KFGFRX
4$17,797$1,189.08$16,786$1,282.69+$1.0KFGFRX
5$20,317$1,274.22$19,753$1,791.56+$564.00FGFRX
6← crossover$23,099$1,359.48$23,677$2,541.64$578.00EPRT
7$26,160$1,444.49$29,008$3,672.99$2.8KEPRT
8$29,520$1,528.91$36,463$5,425.08$6.9KEPRT
9$33,199$1,612.42$47,238$8,221.57$14.0KEPRT
10$37,218$1,694.73$63,385$12,840.73$26.2KEPRT

FGFRX vs EPRT: Complete Analysis 2026

FGFRXStock

The investment seeks long-term capital growth. The fund pursues its investment objective of long-term capital growth by investing primarily in a portfolio of equity securities issued by foreign companies that the fund&#39;s investment adviser, Federated Global Investment Management Corp. (the "Adviser"), has deemed as the best opportunities across its investable universe relative to the company&#39;s competitive position or its growth prospects. The Adviser expects that, normally, the fund will be invested primarily in foreign stocks in developed markets.

Full FGFRX 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.