HomeComparePFJDX vs EPRT

PFJDX vs EPRT: Dividend Comparison 2026

PFJDX yields 6.11% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $34.4K in total portfolio value· pulled ahead in Year 3
10 years
PFJDX
PFJDX
● Live price
6.11%
Share price
$11.62
Annual div
$0.71
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.9K
Annual income
$900.94
Full PFJDX calculator →
EPRT
EPRT
● Live price
3.97%
Share price
$30.36
Annual div
$1.21
5Y div CAGR
29%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$64.3K
Annual income
$13,170.85
Full EPRT calculator →

Portfolio growth — PFJDX vs EPRT

📍 EPRT pulled ahead of the other in Year 3

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 PeriodPFJDXEPRT
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%.
📅

Dividend Calendar Overlap

Combined, PFJDX + EPRT cover 0 of 12 monthsgood coverage

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

PFJDX
Annual income on $10K today (after 15% tax)
$519.00/yr
After 10yr DRIP, annual income (after tax)
$765.80/yr
EPRT
Annual income on $10K today (after 15% tax)
$337.37/yr
After 10yr DRIP, annual income (after tax)
$11,195.22/yr
At 15% tax rate, EPRT beats the other by $10,429.42/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PFJDX: 50%EPRT: 50%
100% EPRT50/50100% PFJDX
Portfolio after 10yr
$47.1K
Annual income
$7,035.90/yr
Blended yield
14.93%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

PFJDX
Analyst Ratings
1
Buy
Consensus: Buy
Price Target
$8.00
-31.2% upside vs current
Range: $8.00 — $8.00
EPRT
Analyst Ratings
1
Strong
17
Buy
3
Hold
1
Sell
Consensus: Buy
Price Target
$35.50
+16.9% 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)

PFJDX buys
0
EPRT buys
0
No recent congressional trades found for PFJDX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPFJDXEPRT
Forward yield6.11%3.97%
Annual dividend / share$0.71$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$29.9K$64.3K
Annual income after 10y$900.94$13,170.85
Total dividends collected$7.6K$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT
Analyst consensusBuyBuy
Analyst price target$8.00$35.50

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

YearPFJDX PortfolioPFJDX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,311$610.59$11,212$512.01+$99.00PFJDX
2$12,748$645.43$12,689$692.09+$59.00PFJDX
3← crossover$14,320$679.85$14,521$944.30$201.00EPRT
4$16,036$713.73$16,841$1,302.88$805.00EPRT
5$17,906$746.98$19,841$1,821.64$1.9KEPRT
6$19,938$779.50$23,818$2,587.47$3.9KEPRT
7$22,145$811.21$29,230$3,744.65$7.1KEPRT
8$24,538$842.06$36,816$5,540.38$12.3KEPRT
9$27,127$871.98$47,806$8,413.17$20.7KEPRT
10$29,927$900.94$64,324$13,170.85$34.4KEPRT

PFJDX vs EPRT: Complete Analysis 2026

PFJDXStock

The fund seeks to achieve its investment objective by investing more than 80% of the fund’s assets, plus any amounts for borrowing, in shares of mutual funds or ETFs advised by J.P. Morgan®, under normal market circumstances. Each JP Morgan® underlying fund and Other underlying fund invests primarily in equity and/or fixed-income securities, to obtain exposure to the broad equity and fixed income markets.

Full PFJDX 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.