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FUNDX vs NNN: Dividend Comparison 2026

FUNDX yields 4.36% · NNN yields 5.66%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FUNDX wins by $1.1K in total portfolio value
10 years
FUNDX
FUNDX
● Live price
4.36%
Share price
$45.91
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.6K
Annual income
$576.01
Full FUNDX calculator →
NNN
NNN REIT Inc.
● Live price
5.66%
Share price
$42.03
Annual div
$2.38
5Y div CAGR
8.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.5K
Annual income
$2,622.67
Full NNN calculator →

Portfolio growth — FUNDX vs NNN

📍 FUNDX 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 PeriodFUNDXNNN
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, FUNDX + NNN cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FUNDX
Annual income on $10K today (after 15% tax)
$370.29/yr
After 10yr DRIP, annual income (after tax)
$489.61/yr
NNN
Annual income on $10K today (after 15% tax)
$481.32/yr
After 10yr DRIP, annual income (after tax)
$2,229.27/yr
At 15% tax rate, NNN beats the other by $1,739.66/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of FUNDX + NNN for your $10,000?

FUNDX: 50%NNN: 50%
100% NNN50/50100% FUNDX
Portfolio after 10yr
$26.0K
Annual income
$1,599.34/yr
Blended yield
6.14%
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Analyst Conviction Gap

Where Wall Street is most bullish on NNN right now

FUNDX
No analyst data
NNN
Analyst Ratings
10
Buy
15
Hold
4
Sell
Consensus: Hold
Price Target
$44.93
+6.9% upside vs current
Range: $43.00 — $48.50
Altman Z
1.1
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)

FUNDX buys
0
NNN buys
0
No recent congressional trades found for FUNDX or NNN in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFUNDXNNN
Forward yield4.36%5.66%
Annual dividend / share$2.00$2.38
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%8.6%
Portfolio after 10y$26.6K$25.5K
Annual income after 10y$576.01$2,622.67
Total dividends collected$5.1K$13.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

Year-by-year: FUNDX vs NNN ($10,000, DRIP)

YearFUNDX PortfolioFUNDX Income/yrNNN PortfolioNNN Income/yrGap
1← crossover$11,136$435.63$10,735$614.96+$401.00FUNDX
2$12,369$453.37$11,572$708.43+$797.00FUNDX
3$13,705$470.62$12,531$819.53+$1.2KFUNDX
4$15,152$487.36$13,633$952.29+$1.5KFUNDX
5$16,716$503.55$14,909$1,111.84+$1.8KFUNDX
6$18,405$519.20$16,392$1,304.77+$2.0KFUNDX
7$20,228$534.27$18,129$1,539.52+$2.1KFUNDX
8$22,192$548.76$20,173$1,827.08+$2.0KFUNDX
9$24,309$562.67$22,597$2,181.81+$1.7KFUNDX
10$26,586$576.01$25,491$2,622.67+$1.1KFUNDX

FUNDX vs NNN: Complete Analysis 2026

FUNDXStock

The fund is a fund-of-funds and as such invests primarily in no-load and load-waived mutual funds, including ETFs. The Advisor actively manages the fund's portfolio using a proprietary investment strategy called Upgrading, which seeks to capture global market trends. The Advisor invests in the underlying funds that the fund's manager considers to be in sync with current market leadership.

Full FUNDX Calculator →

NNNREIT

National Retail Properties invests primarily in high-quality retail properties subject generally to long-term, net leases. As of September 30, 2020, the company owned 3,114 properties in 48 states with a gross leasable area of approximately 32.4 million square feet and with a weighted average remaining lease term of 10.7 years.

Full NNN 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.