HomeCompareHFMVX vs FCPT

HFMVX vs FCPT: Dividend Comparison 2026

HFMVX yields 19.52% · FCPT yields 6.05%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HFMVX wins by $21.8K in total portfolio value
10 years
HFMVX
HFMVX
● Live price
19.52%
Share price
$27.90
Annual div
$5.44
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$70.9K
Annual income
$6,397.17
Full HFMVX calculator →
FCPT
FCPT
● Live price
6.05%
Share price
$23.65
Annual div
$1.43
5Y div CAGR
15.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.1K
Annual income
$5,775.28
Full FCPT calculator →

Portfolio growth — HFMVX vs FCPT

📍 HFMVX 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 PeriodHFMVXFCPT
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, HFMVX + FCPT cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HFMVX pays
FCPT pays
Both pay
Neither
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Tax Bracket Optimizer

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

HFMVX
Annual income on $10K today (after 15% tax)
$1,658.82/yr
After 10yr DRIP, annual income (after tax)
$5,437.59/yr
FCPT
Annual income on $10K today (after 15% tax)
$514.49/yr
After 10yr DRIP, annual income (after tax)
$4,908.99/yr
At 15% tax rate, HFMVX beats the other by $528.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of HFMVX + FCPT for your $10,000?

HFMVX: 50%FCPT: 50%
100% FCPT50/50100% HFMVX
Portfolio after 10yr
$60.0K
Annual income
$6,086.23/yr
Blended yield
10.15%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on FCPT right now

HFMVX
No analyst data
FCPT
Analyst Ratings
5
Buy
10
Hold
Consensus: Hold
Price Target
$27.00
+14.2% upside vs current
Range: $25.00 — $29.00
Altman Z
1.4
Piotroski
6/9
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)

HFMVX buys
0
FCPT buys
0
No recent congressional trades found for HFMVX or FCPT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFMVXFCPT
Forward yield19.52%6.05%
Annual dividend / share$5.44$1.43
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.8%
Portfolio after 10y$70.9K$49.1K
Annual income after 10y$6,397.17$5,775.28
Total dividends collected$39.8K$24.1K
Payment frequencyquarterlyquarterly
SectorStockREIT

Year-by-year: HFMVX vs FCPT ($10,000, DRIP)

YearHFMVX PortfolioHFMVX Income/yrFCPT PortfolioFCPT Income/yrGap
1← crossover$12,652$1,951.55$11,401$700.92+$1.3KHFMVX
2$15,845$2,307.49$13,064$864.84+$2.8KHFMVX
3$19,655$2,700.81$15,051$1,072.48+$4.6KHFMVX
4$24,161$3,131.06$17,442$1,337.22+$6.7KHFMVX
5$29,450$3,597.22$20,340$1,677.08+$9.1KHFMVX
6$35,609$4,097.75$23,880$2,116.57+$11.7KHFMVX
7$42,733$4,630.62$28,241$2,689.36+$14.5KHFMVX
8$50,917$5,193.39$33,660$3,442.07+$17.3KHFMVX
9$60,265$5,783.27$40,456$4,439.95+$19.8KHFMVX
10$70,880$6,397.17$49,063$5,775.28+$21.8KHFMVX

HFMVX vs FCPT: Complete Analysis 2026

HFMVXStock

The investment seeks long-term growth of capital. The fund invests at least 80% of its assets in common stocks of mid-capitalization companies. The sub-adviser defines mid-capitalization companies as companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices.

Full HFMVX Calculator →

FCPTREIT

FCPT, headquartered in Mill Valley, CA, is a real estate investment trust primarily engaged in the acquisition and leasing of restaurant properties. The Company seeks to grow its portfolio by acquiring additional real estate to lease, on a net basis, for use in the restaurant and retail industries.

Full FCPT 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.