HomeCompareJCBUX vs EPRT

JCBUX vs EPRT: Dividend Comparison 2026

JCBUX yields 4.21% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $38.0K in total portfolio value
10 years
JCBUX
JCBUX
● Live price
4.21%
Share price
$10.33
Annual div
$0.43
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.3K
Annual income
$551.16
Full JCBUX 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 — JCBUX vs EPRT

📍 EPRT pulled ahead of the other in Year 1

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 PeriodJCBUXEPRT
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, JCBUX + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JCBUX
Annual income on $10K today (after 15% tax)
$357.66/yr
After 10yr DRIP, annual income (after tax)
$468.49/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 $10,726.74/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JCBUX: 50%EPRT: 50%
100% EPRT50/50100% JCBUX
Portfolio after 10yr
$45.3K
Annual income
$6,861.01/yr
Blended yield
15.14%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

JCBUX
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)

JCBUX buys
0
EPRT buys
0
No recent congressional trades found for JCBUX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJCBUXEPRT
Forward yield4.21%3.97%
Annual dividend / share$0.43$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$26.3K$64.3K
Annual income after 10y$551.16$13,170.85
Total dividends collected$4.9K$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearJCBUX PortfolioJCBUX Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$11,121$420.77$11,212$512.01$91.00EPRT
2$12,337$437.32$12,689$692.09$352.00EPRT
3$13,654$453.39$14,521$944.30$867.00EPRT
4$15,078$468.97$16,841$1,302.88$1.8KEPRT
5$16,618$484.02$19,841$1,821.64$3.2KEPRT
6$18,279$498.54$23,818$2,587.47$5.5KEPRT
7$20,072$512.52$29,230$3,744.65$9.2KEPRT
8$22,003$525.95$36,816$5,540.38$14.8KEPRT
9$24,082$538.83$47,806$8,413.17$23.7KEPRT
10$26,318$551.16$64,324$13,170.85$38.0KEPRT

JCBUX vs EPRT: Complete Analysis 2026

JCBUXStock

The fund is designed to maximize total return by investing in a portfolio of investment grade intermediate- and long-term debt securities. It will invest at least 80% of its assets in bonds. The fund may principally invest in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities. Its average weighted maturity will ordinarily range between 4 and 12 years.

Full JCBUX 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 JCBUX vs EPRT comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JCBUX vs SCHDJCBUX vs JEPIJCBUX vs OJCBUX vs KOJCBUX 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.