HomeCompareHAFCX vs EPRT

HAFCX vs EPRT: Dividend Comparison 2026

HAFCX yields 5.44% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $35.7K in total portfolio value· pulled ahead in Year 2
10 years
HAFCX
HAFCX
● Live price
5.44%
Share price
$19.85
Annual div
$1.08
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.6K
Annual income
$770.92
Full HAFCX 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 — HAFCX vs EPRT

📍 EPRT pulled ahead of the other in Year 2

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodHAFCXEPRT
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, HAFCX + EPRT cover 0 of 12 monthsgood coverage

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

HAFCX
Annual income on $10K today (after 15% tax)
$462.82/yr
After 10yr DRIP, annual income (after tax)
$655.28/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 $10,539.94/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HAFCX: 50%EPRT: 50%
100% EPRT50/50100% HAFCX
Portfolio after 10yr
$46.5K
Annual income
$6,970.89/yr
Blended yield
15.00%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

HAFCX
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)

HAFCX buys
0
EPRT buys
0
No recent congressional trades found for HAFCX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHAFCXEPRT
Forward yield5.44%3.97%
Annual dividend / share$1.08$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$28.6K$64.3K
Annual income after 10y$770.92$13,170.85
Total dividends collected$6.6K$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearHAFCX PortfolioHAFCX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,244$544.49$11,212$512.01+$32.00HAFCX
2← crossover$12,604$572.20$12,689$692.09$85.00EPRT
3$14,085$599.41$14,521$944.30$436.00EPRT
4$15,698$626.05$16,841$1,302.88$1.1KEPRT
5$17,448$652.06$19,841$1,821.64$2.4KEPRT
6$19,347$677.37$23,818$2,587.47$4.5KEPRT
7$21,403$701.94$29,230$3,744.65$7.8KEPRT
8$23,627$725.75$36,816$5,540.38$13.2KEPRT
9$26,030$748.75$47,806$8,413.17$21.8KEPRT
10$28,623$770.92$64,324$13,170.85$35.7KEPRT

HAFCX vs EPRT: Complete Analysis 2026

HAFCXStock

The investment seeks to provide a high level of current income consistent with growth of capital. The fund seeks to achieve its investment objective by investing across a broad range of asset classes. Under normal circumstances, Wellington Management Company LLP ("Wellington Management"), the fund&#39;s sub-adviser, targets an allocation between 30% and 50% of the fund&#39;s net assets in equity securities and 50% to 70% of the fund&#39;s net assets in fixed income securities and cash instruments.

Full HAFCX 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.