HomeComparePBYMX vs EPRT

PBYMX vs EPRT: Dividend Comparison 2026

PBYMX yields 5.24% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $35.2K in total portfolio value· pulled ahead in Year 2
10 years
PBYMX
PBYMX
● Live price
5.24%
Share price
$11.94
Annual div
$0.63
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.2K
Annual income
$732.42
Full PBYMX 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 — PBYMX vs EPRT

📍 EPRT pulled ahead of the other in Year 2

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 PeriodPBYMXEPRT
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, PBYMX + EPRT cover 0 of 12 monthsgood coverage

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

PBYMX
Annual income on $10K today (after 15% tax)
$445.39/yr
After 10yr DRIP, annual income (after tax)
$622.56/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 $10,292.06/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PBYMX: 50%EPRT: 50%
100% EPRT50/50100% PBYMX
Portfolio after 10yr
$45.8K
Annual income
$6,786.57/yr
Blended yield
14.82%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

PBYMX
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)

PBYMX buys
0
EPRT buys
0
No recent congressional trades found for PBYMX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPBYMXEPRT
Forward yield5.24%3.92%
Annual dividend / share$0.63$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$28.2K$63.4K
Annual income after 10y$732.42$12,840.73
Total dividends collected$6.3K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearPBYMX PortfolioPBYMX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,224$523.99$11,205$505.18+$19.00PBYMX
2← crossover$12,559$549.65$12,672$682.46$113.00EPRT
3$14,013$574.80$14,490$930.48$477.00EPRT
4$15,594$599.39$16,786$1,282.69$1.2KEPRT
5$17,308$623.35$19,753$1,791.56$2.4KEPRT
6$19,167$646.64$23,677$2,541.64$4.5KEPRT
7$21,178$669.21$29,008$3,672.99$7.8KEPRT
8$23,351$691.05$36,463$5,425.08$13.1KEPRT
9$25,698$712.13$47,238$8,221.57$21.5KEPRT
10$28,229$732.42$63,385$12,840.73$35.2KEPRT

PBYMX vs EPRT: Complete Analysis 2026

PBYMXStock

Normally, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in investment grade municipal bonds with a maturity of more than one year, the interest on which is exempt from regular federal income tax. The fund normally will not invest in securities the interest on which is a tax preference item for purposes of the federal alternative minimum tax (AMT).

Full PBYMX 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.