HomeCompareMFVZX vs EPRT

MFVZX vs EPRT: Dividend Comparison 2026

MFVZX yields 80.21% · EPRT yields 3.97%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MFVZX wins by $1.61M in total portfolio value
10 years
MFVZX
MFVZX
● Live price
80.21%
Share price
$9.85
Annual div
$7.90
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1.67M
Annual income
$485,096.64
Full MFVZX 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 — MFVZX vs EPRT

📍 MFVZX 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 PeriodMFVZXEPRT
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, MFVZX + EPRT cover 0 of 12 monthsgood coverage

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

MFVZX
Annual income on $10K today (after 15% tax)
$6,817.96/yr
After 10yr DRIP, annual income (after tax)
$412,332.14/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, MFVZX beats the other by $401,136.92/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

MFVZX: 50%EPRT: 50%
100% EPRT50/50100% MFVZX
Portfolio after 10yr
$869.6K
Annual income
$249,133.75/yr
Blended yield
28.65%
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Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

MFVZX
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)

MFVZX buys
0
EPRT buys
0
No recent congressional trades found for MFVZX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMFVZXEPRT
Forward yield80.21%3.97%
Annual dividend / share$7.90$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$1.67M$64.3K
Annual income after 10y$485,096.64$13,170.85
Total dividends collected$1.46M$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearMFVZX PortfolioMFVZX Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$18,721$8,021.13$11,212$512.01+$7.5KMFVZX
2$34,066$14,034.07$12,689$692.09+$21.4KMFVZX
3$60,317$23,866.29$14,521$944.30+$45.8KMFVZX
4$104,032$39,493.04$16,841$1,302.88+$87.2KMFVZX
5$174,974$63,659.94$19,841$1,821.64+$155.1KMFVZX
6$287,289$100,066.76$23,818$2,587.47+$263.5KMFVZX
7$460,950$153,550.59$29,230$3,744.65+$431.7KMFVZX
8$723,468$230,251.49$36,816$5,540.38+$686.7KMFVZX
9$1,111,852$337,741.38$47,806$8,413.17+$1.06MMFVZX
10$1,674,778$485,096.64$64,324$13,170.85+$1.61MMFVZX

MFVZX vs EPRT: Complete Analysis 2026

MFVZXStock

The fund invests primarily in equity securities of U.S. companies that the fund's subadvisers believe are financially sound, valued conservatively by the market, and have improving prospects. It typically invests most of its assets in equity securities of U.S. companies, but may invest in foreign securities and American Depositary Receipts ("ADRs"), including emerging market securities. The fund generally will not invest more than 30% of its total assets in foreign securities.

Full MFVZX 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.