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MMSRX vs EPRT: Dividend Comparison 2026

MMSRX yields 28.41% · EPRT yields 3.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MMSRX wins by $57.3K in total portfolio value
10 years
MMSRX
MMSRX
● Live price
28.41%
Share price
$7.04
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$120.7K
Annual income
$15,231.92
Full MMSRX 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 — MMSRX vs EPRT

📍 MMSRX 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 PeriodMMSRXEPRT
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, MMSRX + EPRT cover 0 of 12 monthsgood coverage

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

MMSRX
Annual income on $10K today (after 15% tax)
$2,414.77/yr
After 10yr DRIP, annual income (after tax)
$12,947.13/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, MMSRX beats the other by $2,032.51/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 MMSRX + EPRT for your $10,000?

MMSRX: 50%EPRT: 50%
100% EPRT50/50100% MMSRX
Portfolio after 10yr
$92.0K
Annual income
$14,036.32/yr
Blended yield
15.25%
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Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

MMSRX
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MMSRX buys
0
EPRT buys
0
No recent congressional trades found for MMSRX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMMSRXEPRT
Forward yield28.41%3.92%
Annual dividend / share$2.00$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$120.7K$63.4K
Annual income after 10y$15,231.92$12,840.73
Total dividends collected$80.6K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearMMSRX PortfolioMMSRX Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$13,541$2,840.91$11,205$505.18+$2.3KMMSRX
2$18,084$3,595.19$12,672$682.46+$5.4KMMSRX
3$23,837$4,487.28$14,490$930.48+$9.3KMMSRX
4$31,034$5,527.89$16,786$1,282.69+$14.2KMMSRX
5$39,932$6,725.96$19,753$1,791.56+$20.2KMMSRX
6$50,815$8,088.33$23,677$2,541.64+$27.1KMMSRX
7$63,992$9,619.46$29,008$3,672.99+$35.0KMMSRX
8$79,793$11,321.31$36,463$5,425.08+$43.3KMMSRX
9$98,572$13,193.22$47,238$8,221.57+$51.3KMMSRX
10$120,703$15,231.92$63,385$12,840.73+$57.3KMMSRX

MMSRX vs EPRT: Complete Analysis 2026

MMSRXStock

The adviser pursues the fund's objective by investing, under normal circumstances, at least 80% of the fund's assets in equity securities of mid-capitalization companies. Mid-capitalization companies means those companies with market capitalizations within the range of companies included in the S&P MidCap 400® Index.

Full MMSRX 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.