HomeCompareNBGIX vs EPRT

NBGIX vs EPRT: Dividend Comparison 2026

NBGIX yields 16.65% · EPRT yields 3.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $4.1K in total portfolio value· pulled ahead in Year 10
10 years
NBGIX
NBGIX
● Live price
16.65%
Share price
$53.06
Annual div
$8.83
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$59.3K
Annual income
$4,627.80
Full NBGIX 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 — NBGIX 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 PeriodNBGIXEPRT
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, NBGIX + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

NBGIX
Annual income on $10K today (after 15% tax)
$1,414.96/yr
After 10yr DRIP, annual income (after tax)
$3,933.63/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 $6,980.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NBGIX: 50%EPRT: 50%
100% EPRT50/50100% NBGIX
Portfolio after 10yr
$61.4K
Annual income
$8,734.26/yr
Blended yield
14.24%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

NBGIX
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)

NBGIX buys
0
EPRT buys
0
No recent congressional trades found for NBGIX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNBGIXEPRT
Forward yield16.65%3.92%
Annual dividend / share$8.83$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$59.3K$63.4K
Annual income after 10y$4,627.80$12,840.73
Total dividends collected$30.5K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearNBGIX PortfolioNBGIX Income/yrEPRT PortfolioEPRT Income/yrGap
1$12,365$1,664.66$11,205$505.18+$1.2KNBGIX
2$15,154$1,923.64$12,672$682.46+$2.5KNBGIX
3$18,418$2,203.34$14,490$930.48+$3.9KNBGIX
4$22,210$2,502.74$16,786$1,282.69+$5.4KNBGIX
5$26,585$2,820.58$19,753$1,791.56+$6.8KNBGIX
6$31,602$3,155.35$23,677$2,541.64+$7.9KNBGIX
7$37,319$3,505.35$29,008$3,672.99+$8.3KNBGIX
8$43,800$3,868.74$36,463$5,425.08+$7.3KNBGIX
9$51,110$4,243.56$47,238$8,221.57+$3.9KNBGIX
10← crossover$59,315$4,627.80$63,385$12,840.73$4.1KEPRT

NBGIX vs EPRT: Complete Analysis 2026

NBGIXStock

The investment seeks growth of capital. The fund invests mainly in common stocks of small-capitalization companies, which it defines as those with a total market capitalization within the market capitalization range of companies in the Russell 2000® Index at the time of initial purchase. It may continue to hold or add to a position in a company after its market capitalization has moved outside the range of the Russell 2000® Index. The fund seeks to reduce risk by diversifying among many companies and industries.

Full NBGIX 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.