HomeCompareMCGFX vs EPRT

MCGFX vs EPRT: Dividend Comparison 2026

MCGFX yields 44.51% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MCGFX wins by $232.2K in total portfolio value
10 years
MCGFX
MCGFX
● Live price
44.51%
Share price
$9.71
Annual div
$4.32
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$295.6K
Annual income
$54,537.55
Full MCGFX 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 — MCGFX vs EPRT

📍 MCGFX pulled ahead of the other in Year 1

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 PeriodMCGFXEPRT
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, MCGFX + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

MCGFX
Annual income on $10K today (after 15% tax)
$3,783.42/yr
After 10yr DRIP, annual income (after tax)
$46,356.92/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, MCGFX beats the other by $35,442.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MCGFX: 50%EPRT: 50%
100% EPRT50/50100% MCGFX
Portfolio after 10yr
$179.5K
Annual income
$33,689.14/yr
Blended yield
18.77%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

MCGFX
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)

MCGFX buys
0
EPRT buys
0
No recent congressional trades found for MCGFX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMCGFXEPRT
Forward yield44.51%3.92%
Annual dividend / share$4.32$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$295.6K$63.4K
Annual income after 10y$54,537.55$12,840.73
Total dividends collected$229.1K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearMCGFX PortfolioMCGFX Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$15,151$4,451.08$11,205$505.18+$3.9KMCGFX
2$22,514$6,302.68$12,672$682.46+$9.8KMCGFX
3$32,843$8,753.00$14,490$930.48+$18.4KMCGFX
4$47,076$11,933.33$16,786$1,282.69+$30.3KMCGFX
5$66,357$15,985.54$19,753$1,791.56+$46.6KMCGFX
6$92,060$21,058.65$23,677$2,541.64+$68.4KMCGFX
7$125,809$27,304.52$29,008$3,672.99+$96.8KMCGFX
8$169,489$34,873.09$36,463$5,425.08+$133.0KMCGFX
9$225,260$43,907.21$47,238$8,221.57+$178.0KMCGFX
10$295,566$54,537.55$63,385$12,840.73+$232.2KMCGFX

MCGFX vs EPRT: Complete Analysis 2026

MCGFXStock

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies. It primarily invests in equity securities. The fund may continue to hold securities of a portfolio company that subsequently drops below or appreciates above the large-capitalization threshold. It is non-diversified.

Full MCGFX 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 →
📬

Get this MCGFX vs EPRT comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

MCGFX vs SCHDMCGFX vs JEPIMCGFX vs OMCGFX vs KOMCGFX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.