HomeCompareJDMAX vs EPRT

JDMAX vs EPRT: Dividend Comparison 2026

JDMAX yields 8.52% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $28.2K in total portfolio value· pulled ahead in Year 5
10 years
JDMAX
JDMAX
● Live price
8.52%
Share price
$121.66
Annual div
$10.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.2K
Annual income
$1,460.16
Full JDMAX 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 — JDMAX vs EPRT

📍 EPRT pulled ahead of the other in Year 5

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 PeriodJDMAXEPRT
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, JDMAX + EPRT cover 0 of 12 monthsgood coverage

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

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

JDMAX
Annual income on $10K today (after 15% tax)
$724.45/yr
After 10yr DRIP, annual income (after tax)
$1,241.14/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 $9,673.48/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JDMAX: 50%EPRT: 50%
100% EPRT50/50100% JDMAX
Portfolio after 10yr
$49.3K
Annual income
$7,150.44/yr
Blended yield
14.51%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

JDMAX
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)

JDMAX buys
0
EPRT buys
0
No recent congressional trades found for JDMAX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJDMAXEPRT
Forward yield8.52%3.92%
Annual dividend / share$10.37$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$35.2K$63.4K
Annual income after 10y$1,460.16$12,840.73
Total dividends collected$11.6K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearJDMAX PortfolioJDMAX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,552$852.29$11,205$505.18+$347.00JDMAX
2$13,281$920.18$12,672$682.46+$609.00JDMAX
3$15,199$988.68$14,490$930.48+$709.00JDMAX
4$17,321$1,057.46$16,786$1,282.69+$535.00JDMAX
5← crossover$19,660$1,126.22$19,753$1,791.56$93.00EPRT
6$22,230$1,194.66$23,677$2,541.64$1.4KEPRT
7$25,049$1,262.50$29,008$3,672.99$4.0KEPRT
8$28,132$1,329.51$36,463$5,425.08$8.3KEPRT
9$31,497$1,395.46$47,238$8,221.57$15.7KEPRT
10$35,162$1,460.16$63,385$12,840.73$28.2KEPRT

JDMAX vs EPRT: Complete Analysis 2026

JDMAXStock

The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50% of its equity assets in medium-sized companies. Medium-sized companies are those whose market capitalization falls within the range of companies in the Russell Midcap® Growth Index. Market capitalization is a commonly used measure of the size and value of a company. It may also invest in foreign securities, which may include investments in emerging markets.

Full JDMAX 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.