HomeCompareFHBZX vs EPRT

FHBZX vs EPRT: Dividend Comparison 2026

FHBZX yields 3.22% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $39.7K in total portfolio value
10 years
FHBZX
FHBZX
● Live price
3.22%
Share price
$10.40
Annual div
$0.34
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.6K
Annual income
$396.35
Full FHBZX 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 — FHBZX 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 PeriodFHBZXEPRT
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, FHBZX + EPRT cover 0 of 12 monthsgood coverage

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

FHBZX
Annual income on $10K today (after 15% tax)
$273.80/yr
After 10yr DRIP, annual income (after tax)
$336.90/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 $10,858.33/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FHBZX: 50%EPRT: 50%
100% EPRT50/50100% FHBZX
Portfolio after 10yr
$44.5K
Annual income
$6,783.60/yr
Blended yield
15.26%
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Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

FHBZX
No analyst data
Altman Z
2.6
Piotroski
3/9
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)

FHBZX buys
0
EPRT buys
0
No recent congressional trades found for FHBZX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFHBZXEPRT
Forward yield3.22%3.97%
Annual dividend / share$0.34$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$24.6K$64.3K
Annual income after 10y$396.35$13,170.85
Total dividends collected$3.6K$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearFHBZX PortfolioFHBZX Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$11,022$322.12$11,212$512.01$190.00EPRT
2$12,125$331.81$12,689$692.09$564.00EPRT
3$13,315$341.15$14,521$944.30$1.2KEPRT
4$14,598$350.12$16,841$1,302.88$2.2KEPRT
5$15,978$358.72$19,841$1,821.64$3.9KEPRT
6$17,464$366.96$23,818$2,587.47$6.4KEPRT
7$19,061$374.84$29,230$3,744.65$10.2KEPRT
8$20,777$382.36$36,816$5,540.38$16.0KEPRT
9$22,621$389.52$47,806$8,413.17$25.2KEPRT
10$24,601$396.35$64,324$13,170.85$39.7KEPRT

FHBZX vs EPRT: Complete Analysis 2026

FHBZXStock

The fund invests primarily in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity® funds), some of which are actively managed and others of which are passively managed, meaning they seek to provide investment results that correspond to the total return of a specific index.

Full FHBZX 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.