HomeCompareMTUIX vs EPRT

MTUIX vs EPRT: Dividend Comparison 2026

MTUIX yields 17.26% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $1.8K in total portfolio value· pulled ahead in Year 10
10 years
MTUIX
MTUIX
● Live price
17.26%
Share price
$11.59
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$61.6K
Annual income
$4,969.52
Full MTUIX 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 — MTUIX vs EPRT

📍 EPRT pulled ahead of the other in Year 10

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 PeriodMTUIXEPRT
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, MTUIX + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

MTUIX
Annual income on $10K today (after 15% tax)
$1,466.78/yr
After 10yr DRIP, annual income (after tax)
$4,224.09/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 $6,690.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MTUIX: 50%EPRT: 50%
100% EPRT50/50100% MTUIX
Portfolio after 10yr
$62.5K
Annual income
$8,905.12/yr
Blended yield
14.25%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

MTUIX
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)

MTUIX buys
0
EPRT buys
0
No recent congressional trades found for MTUIX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMTUIXEPRT
Forward yield17.26%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$61.6K$63.4K
Annual income after 10y$4,969.52$12,840.73
Total dividends collected$32.4K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearMTUIX PortfolioMTUIX Income/yrEPRT PortfolioEPRT Income/yrGap
1$12,426$1,725.63$11,205$505.18+$1.2KMTUIX
2$15,299$2,003.92$12,672$682.46+$2.6KMTUIX
3$18,676$2,305.96$14,490$930.48+$4.2KMTUIX
4$22,614$2,630.78$16,786$1,282.69+$5.8KMTUIX
5$27,175$2,977.12$19,753$1,791.56+$7.4KMTUIX
6$32,420$3,343.41$23,677$2,541.64+$8.7KMTUIX
7$38,417$3,727.85$29,008$3,672.99+$9.4KMTUIX
8$45,235$4,128.46$36,463$5,425.08+$8.8KMTUIX
9$52,945$4,543.09$47,238$8,221.57+$5.7KMTUIX
10← crossover$61,620$4,969.52$63,385$12,840.73$1.8KEPRT

MTUIX vs EPRT: Complete Analysis 2026

MTUIXStock

The investment seeks to provide long-term capital growth and to moderate volatility consistent with its current asset allocation. The fund seeks to achieve its investment objective by investing in a combination of underlying funds according to a target asset allocation strategy. These underlying funds will pursue asset allocation strategies, and will invest in a combination of equity, fixed income and cash investments. It may also invest directly in equity and fixed income securities and cash equivalents, including money market securities.

Full MTUIX 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.