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JVLIX vs EPRT: Dividend Comparison 2026

JVLIX yields 6.68% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $32.3K in total portfolio value· pulled ahead in Year 4
10 years
JVLIX
JVLIX
● Live price
6.68%
Share price
$24.56
Annual div
$1.64
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.1K
Annual income
$1,021.42
Full JVLIX 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 — JVLIX vs EPRT

📍 EPRT pulled ahead of the other in Year 4

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 PeriodJVLIXEPRT
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, JVLIX + EPRT cover 0 of 12 monthsgood coverage

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

JVLIX
Annual income on $10K today (after 15% tax)
$567.77/yr
After 10yr DRIP, annual income (after tax)
$868.21/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 $10,046.41/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JVLIX: 50%EPRT: 50%
100% EPRT50/50100% JVLIX
Portfolio after 10yr
$47.2K
Annual income
$6,931.07/yr
Blended yield
14.67%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

JVLIX
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)

JVLIX buys
0
EPRT buys
0
No recent congressional trades found for JVLIX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJVLIXEPRT
Forward yield6.68%3.92%
Annual dividend / share$1.64$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$31.1K$63.4K
Annual income after 10y$1,021.42$12,840.73
Total dividends collected$8.5K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearJVLIX PortfolioJVLIX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,368$667.96$11,205$505.18+$163.00JVLIX
2$12,873$709.66$12,672$682.46+$201.00JVLIX
3$14,526$751.07$14,490$930.48+$36.00JVLIX
4← crossover$16,334$792.02$16,786$1,282.69$452.00EPRT
5$18,310$832.38$19,753$1,791.56$1.4KEPRT
6$20,464$872.02$23,677$2,541.64$3.2KEPRT
7$22,807$910.83$29,008$3,672.99$6.2KEPRT
8$25,352$948.72$36,463$5,425.08$11.1KEPRT
9$28,113$985.61$47,238$8,221.57$19.1KEPRT
10$31,102$1,021.42$63,385$12,840.73$32.3KEPRT

JVLIX vs EPRT: Complete Analysis 2026

JVLIXStock

The fund normally invests at least 80% of its net assets in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with a market capitalization of $1 billion or greater and identified by the manager as having value characteristics. It may also invest up to 20% of its total assets in foreign currency-denominated securities. The fund may participate as a purchaser in initial public offerings of securities (IPO).

Full JVLIX 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.