HomeCompareHDGFX vs EPRT

HDGFX vs EPRT: Dividend Comparison 2026

HDGFX yields 13.45% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $15.9K in total portfolio value· pulled ahead in Year 9
10 years
HDGFX
HDGFX
● Live price
13.45%
Share price
$33.05
Annual div
$4.45
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.4K
Annual income
$3,100.61
Full HDGFX 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 — HDGFX vs EPRT

📍 EPRT pulled ahead of the other in Year 9

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 PeriodHDGFXEPRT
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%.
📅

Dividend Calendar Overlap

Combined, HDGFX + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HDGFX
Annual income on $10K today (after 15% tax)
$1,143.29/yr
After 10yr DRIP, annual income (after tax)
$2,635.52/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 $8,559.70/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HDGFX: 50%EPRT: 50%
100% EPRT50/50100% HDGFX
Portfolio after 10yr
$56.4K
Annual income
$8,135.74/yr
Blended yield
14.43%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

HDGFX
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)

HDGFX buys
0
EPRT buys
0
No recent congressional trades found for HDGFX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHDGFXEPRT
Forward yield13.45%3.97%
Annual dividend / share$4.45$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$48.4K$64.3K
Annual income after 10y$3,100.61$13,170.85
Total dividends collected$21.9K$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearHDGFX PortfolioHDGFX Income/yrEPRT PortfolioEPRT Income/yrGap
1$12,045$1,345.04$11,212$512.01+$833.00HDGFX
2$14,402$1,514.12$12,689$692.09+$1.7KHDGFX
3$17,102$1,692.00$14,521$944.30+$2.6KHDGFX
4$20,177$1,877.78$16,841$1,302.88+$3.3KHDGFX
5$23,660$2,070.46$19,841$1,821.64+$3.8KHDGFX
6$27,586$2,269.02$23,818$2,587.47+$3.8KHDGFX
7$31,989$2,472.38$29,230$3,744.65+$2.8KHDGFX
8$36,908$2,679.48$36,816$5,540.38+$92.00HDGFX
9← crossover$42,380$2,889.23$47,806$8,413.17$5.4KEPRT
10$48,448$3,100.61$64,324$13,170.85$15.9KEPRT

HDGFX vs EPRT: Complete Analysis 2026

HDGFXStock

The fund invests primarily in a portfolio of equity securities that typically have above average dividend yields and whose prospects for capital appreciation are considered favorable by the sub-adviser. Under normal market and economic conditions, at least 80% of its net assets are invested in dividend paying equity securities. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.

Full HDGFX 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.