HomeCompareJGMNX vs EPRT

JGMNX vs EPRT: Dividend Comparison 2026

JGMNX yields 11.01% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $22.9K in total portfolio value· pulled ahead in Year 7
10 years
JGMNX
JGMNX
● Live price
11.01%
Share price
$26.91
Annual div
$2.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.4K
Annual income
$2,194.66
Full JGMNX 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 — JGMNX vs EPRT

📍 EPRT pulled ahead of the other in Year 7

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 PeriodJGMNXEPRT
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, JGMNX + EPRT cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JGMNX 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.

JGMNX
Annual income on $10K today (after 15% tax)
$936.06/yr
After 10yr DRIP, annual income (after tax)
$1,865.46/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 $9,329.76/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JGMNX: 50%EPRT: 50%
100% EPRT50/50100% JGMNX
Portfolio after 10yr
$52.9K
Annual income
$7,682.76/yr
Blended yield
14.53%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

JGMNX
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)

JGMNX buys
0
EPRT buys
0
No recent congressional trades found for JGMNX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJGMNXEPRT
Forward yield11.01%3.97%
Annual dividend / share$2.96$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$41.4K$64.3K
Annual income after 10y$2,194.66$13,170.85
Total dividends collected$16.4K$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearJGMNX PortfolioJGMNX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,801$1,101.25$11,212$512.01+$589.00JGMNX
2$13,842$1,214.59$12,689$692.09+$1.2KJGMNX
3$16,142$1,331.42$14,521$944.30+$1.6KJGMNX
4$18,723$1,451.11$16,841$1,302.88+$1.9KJGMNX
5$21,607$1,573.02$19,841$1,821.64+$1.8KJGMNX
6$24,816$1,696.53$23,818$2,587.47+$998.00JGMNX
7← crossover$28,374$1,821.02$29,230$3,744.65$856.00EPRT
8$32,306$1,945.91$36,816$5,540.38$4.5KEPRT
9$36,638$2,070.63$47,806$8,413.17$11.2KEPRT
10$41,398$2,194.66$64,324$13,170.85$22.9KEPRT

JGMNX vs EPRT: Complete Analysis 2026

JGMNXStock

The investment seeks long-term growth of capital. The fund pursues its investment objective by investing at least 50% of its equity assets in small- and medium-sized companies. It may also invest in larger companies with strong growth potential. Small- and medium-sized companies are defined by the portfolio managers as those companies whose market capitalization falls within the range of companies in the Russell 2500® Growth Index at the time of initial purchase. The fund may also invest in foreign securities, which may include investments in emerging markets.

Full JGMNX 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.