HomeCompareJDCAX vs EPRT

JDCAX vs EPRT: Dividend Comparison 2026

JDCAX yields 14.90% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $10.3K in total portfolio value· pulled ahead in Year 9
10 years
JDCAX
JDCAX
● Live price
14.90%
Share price
$46.77
Annual div
$6.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$53.1K
Annual income
$3,739.32
Full JDCAX calculator →
EPRT
EPRT
● Live price
3.92%
Share price
$30.77
Annual div
$1.21
5Y div CAGR
29%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$63.4K
Annual income
$12,840.73
Full EPRT calculator →

Portfolio growth — JDCAX 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 PeriodJDCAXEPRT
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, JDCAX + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JDCAX
Annual income on $10K today (after 15% tax)
$1,266.17/yr
After 10yr DRIP, annual income (after tax)
$3,178.42/yr
EPRT
Annual income on $10K today (after 15% tax)
$332.87/yr
After 10yr DRIP, annual income (after tax)
$10,914.62/yr
At 15% tax rate, EPRT beats the other by $7,736.20/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JDCAX: 50%EPRT: 50%
100% EPRT50/50100% JDCAX
Portfolio after 10yr
$58.3K
Annual income
$8,290.02/yr
Blended yield
14.23%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

JDCAX
No analyst data
EPRT
Analyst Ratings
1
Strong
17
Buy
3
Hold
1
Sell
Consensus: Buy
Price Target
$35.50
+15.4% 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)

JDCAX buys
0
EPRT buys
0
No recent congressional trades found for JDCAX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJDCAXEPRT
Forward yield14.90%3.92%
Annual dividend / share$6.97$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$53.1K$63.4K
Annual income after 10y$3,739.32$12,840.73
Total dividends collected$25.6K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearJDCAX PortfolioJDCAX Income/yrEPRT PortfolioEPRT Income/yrGap
1$12,190$1,489.62$11,205$505.18+$985.00JDCAX
2$14,740$1,697.00$12,672$682.46+$2.1KJDCAX
3$17,689$1,917.79$14,490$930.48+$3.2KJDCAX
4$21,079$2,150.99$16,786$1,282.69+$4.3KJDCAX
5$24,950$2,395.43$19,753$1,791.56+$5.2KJDCAX
6$29,346$2,649.85$23,677$2,541.64+$5.7KJDCAX
7$34,313$2,912.87$29,008$3,672.99+$5.3KJDCAX
8$39,898$3,183.08$36,463$5,425.08+$3.4KJDCAX
9← crossover$46,150$3,459.05$47,238$8,221.57$1.1KEPRT
10$53,120$3,739.32$63,385$12,840.73$10.3KEPRT

JDCAX vs EPRT: Complete Analysis 2026

JDCAXStock

The fund pursues its investment objective by normally investing primarily in a core group of 30-40 common stocks selected for their growth potential. It may invest in companies of any size, but will invest primarily in larger, well-established companies. The fund may also invest in foreign securities, which may include investments in emerging markets. It is non-diversified.

Full JDCAX 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.