HomeCompareHFQAX vs EPRT

HFQAX vs EPRT: Dividend Comparison 2026

HFQAX yields 6.30% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $34.0K in total portfolio value· pulled ahead in Year 3
10 years
HFQAX
HFQAX
● Live price
6.30%
Share price
$7.62
Annual div
$0.48
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.3K
Annual income
$941.28
Full HFQAX 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 — HFQAX vs EPRT

📍 EPRT pulled ahead of the other in Year 3

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 PeriodHFQAXEPRT
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, HFQAX + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HFQAX
Annual income on $10K today (after 15% tax)
$535.66/yr
After 10yr DRIP, annual income (after tax)
$800.09/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 $10,395.13/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HFQAX: 50%EPRT: 50%
100% EPRT50/50100% HFQAX
Portfolio after 10yr
$47.3K
Annual income
$7,056.07/yr
Blended yield
14.91%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

HFQAX
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)

HFQAX buys
0
EPRT buys
0
PoliticianChamberTickerTypeAmountDate
Daniel Goldman🏢 House$EPRT▼ Sell$15,001 - $50,0002023-07-12
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFQAXEPRT
Forward yield6.30%3.97%
Annual dividend / share$0.48$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$30.3K$64.3K
Annual income after 10y$941.28$13,170.85
Total dividends collected$7.9K$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearHFQAX PortfolioHFQAX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,330$630.18$11,212$512.01+$118.00HFQAX
2$12,791$667.30$12,689$692.09+$102.00HFQAX
3← crossover$14,390$704.03$14,521$944.30$131.00EPRT
4$16,138$740.25$16,841$1,302.88$703.00EPRT
5$18,043$775.83$19,841$1,821.64$1.8KEPRT
6$20,117$810.69$23,818$2,587.47$3.7KEPRT
7$22,370$844.74$29,230$3,744.65$6.9KEPRT
8$24,813$877.89$36,816$5,540.38$12.0KEPRT
9$27,460$910.08$47,806$8,413.17$20.3KEPRT
10$30,324$941.28$64,324$13,170.85$34.0KEPRT

HFQAX vs EPRT: Complete Analysis 2026

HFQAXStock

The fund pursues its investment objectives by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of income-producing equity securities, such as common and preferred dividend-paying stocks. The adviser invests in U.S. and non-U.S. issuers and will typically invest at least 40% of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding the United States.

Full HFQAX 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 →
📬

Get this HFQAX vs EPRT comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

HFQAX vs SCHDHFQAX vs JEPIHFQAX vs OHFQAX vs KOHFQAX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.