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LTFIX vs EPRT: Dividend Comparison 2026

LTFIX yields 9.21% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $26.6K in total portfolio value· pulled ahead in Year 6
10 years
LTFIX
LTFIX
● Live price
9.21%
Share price
$16.57
Annual div
$1.53
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.8K
Annual income
$1,644.54
Full LTFIX 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 — LTFIX vs EPRT

📍 EPRT pulled ahead of the other in Year 6

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 PeriodLTFIXEPRT
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, LTFIX + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

LTFIX
Annual income on $10K today (after 15% tax)
$782.54/yr
After 10yr DRIP, annual income (after tax)
$1,397.86/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 $9,516.76/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LTFIX: 50%EPRT: 50%
100% EPRT50/50100% LTFIX
Portfolio after 10yr
$50.1K
Annual income
$7,242.63/yr
Blended yield
14.46%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

LTFIX
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)

LTFIX buys
0
EPRT buys
0
No recent congressional trades found for LTFIX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLTFIXEPRT
Forward yield9.21%3.92%
Annual dividend / share$1.53$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$36.8K$63.4K
Annual income after 10y$1,644.54$12,840.73
Total dividends collected$12.8K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearLTFIX PortfolioLTFIX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,621$920.64$11,205$505.18+$416.00LTFIX
2$13,434$999.85$12,672$682.46+$762.00LTFIX
3$15,455$1,080.25$14,490$930.48+$965.00LTFIX
4$17,698$1,161.44$16,786$1,282.69+$912.00LTFIX
5$20,180$1,243.01$19,753$1,791.56+$427.00LTFIX
6← crossover$22,917$1,324.60$23,677$2,541.64$760.00EPRT
7$25,927$1,405.86$29,008$3,672.99$3.1KEPRT
8$29,228$1,486.46$36,463$5,425.08$7.2KEPRT
9$32,840$1,566.11$47,238$8,221.57$14.4KEPRT
10$36,784$1,644.54$63,385$12,840.73$26.6KEPRT

LTFIX vs EPRT: Complete Analysis 2026

LTFIXStock

The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2055. It is a fund of funds and invests in underlying funds of Principal Funds, Inc. ("PFI"). Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.

Full LTFIX 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.