HomeCompareMTZIX vs EPRT

MTZIX vs EPRT: Dividend Comparison 2026

MTZIX yields 18.32% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MTZIX wins by $2.4K in total portfolio value
10 years
MTZIX
MTZIX
● Live price
18.32%
Share price
$10.92
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$65.8K
Annual income
$5,605.77
Full MTZIX 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 — MTZIX vs EPRT

📍 MTZIX 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 PeriodMTZIXEPRT
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, MTZIX + EPRT cover 0 of 12 monthsgood coverage

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

MTZIX
Annual income on $10K today (after 15% tax)
$1,556.78/yr
After 10yr DRIP, annual income (after tax)
$4,764.90/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 $6,149.72/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 MTZIX + EPRT for your $10,000?

MTZIX: 50%EPRT: 50%
100% EPRT50/50100% MTZIX
Portfolio after 10yr
$64.6K
Annual income
$9,223.24/yr
Blended yield
14.28%
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Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

MTZIX
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)

MTZIX buys
0
EPRT buys
0
No recent congressional trades found for MTZIX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMTZIXEPRT
Forward yield18.32%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$65.8K$63.4K
Annual income after 10y$5,605.77$12,840.73
Total dividends collected$35.7K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearMTZIX PortfolioMTZIX Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$12,532$1,831.50$11,205$505.18+$1.3KMTZIX
2$15,554$2,145.00$12,672$682.46+$2.9KMTZIX
3$19,131$2,488.13$14,490$930.48+$4.6KMTZIX
4$23,330$2,860.12$16,786$1,282.69+$6.5KMTZIX
5$28,223$3,259.75$19,753$1,791.56+$8.5KMTZIX
6$33,884$3,685.42$23,677$2,541.64+$10.2KMTZIX
7$40,391$4,135.19$29,008$3,672.99+$11.4KMTZIX
8$47,825$4,606.84$36,463$5,425.08+$11.4KMTZIX
9$56,271$5,097.90$47,238$8,221.57+$9.0KMTZIX
10$65,815$5,605.77$63,385$12,840.73+$2.4KMTZIX

MTZIX vs EPRT: Complete Analysis 2026

MTZIXStock

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 MTZIX 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.