HomeCompareJHBIX vs EPRT

JHBIX vs EPRT: Dividend Comparison 2026

JHBIX yields 4.23% · 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
JHBIX
JHBIX
● Live price
4.23%
Share price
$13.52
Annual div
$0.57
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.4K
Annual income
$554.62
Full JHBIX 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 — JHBIX vs EPRT

📍 EPRT pulled ahead of the other in Year 1

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 PeriodJHBIXEPRT
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, JHBIX + EPRT cover 0 of 12 monthsgood coverage

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

JHBIX
Annual income on $10K today (after 15% tax)
$359.43/yr
After 10yr DRIP, annual income (after tax)
$471.43/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 $10,723.80/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JHBIX: 50%EPRT: 50%
100% EPRT50/50100% JHBIX
Portfolio after 10yr
$45.3K
Annual income
$6,862.74/yr
Blended yield
15.14%
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Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

JHBIX
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)

JHBIX buys
0
EPRT buys
0
No recent congressional trades found for JHBIX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJHBIXEPRT
Forward yield4.23%3.97%
Annual dividend / share$0.57$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$26.4K$64.3K
Annual income after 10y$554.62$13,170.85
Total dividends collected$4.9K$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearJHBIX PortfolioJHBIX Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$11,123$422.86$11,212$512.01$89.00EPRT
2$12,341$439.57$12,689$692.09$348.00EPRT
3$13,661$455.80$14,521$944.30$860.00EPRT
4$15,088$471.53$16,841$1,302.88$1.8KEPRT
5$16,631$486.75$19,841$1,821.64$3.2KEPRT
6$18,297$501.42$23,818$2,587.47$5.5KEPRT
7$20,093$515.55$29,230$3,744.65$9.1KEPRT
8$22,029$529.12$36,816$5,540.38$14.8KEPRT
9$24,113$542.15$47,806$8,413.17$23.7KEPRT
10$26,356$554.62$64,324$13,170.85$38.0KEPRT

JHBIX vs EPRT: Complete Analysis 2026

JHBIXStock

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of bonds. The advisor contemplates that at least 75% of its net assets will be in investment-grade debt securities and cash and cash equivalents. It will not invest more than 10% of its total assets in securities denominated in foreign currencies. Under normal market conditions, the advisor does not anticipate investing more than 25% of its total assets in U.S. dollar-denominated foreign securities (excluding Canadian securities).

Full JHBIX 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.