HomeComparePHYQX vs EPRT

PHYQX vs EPRT: Dividend Comparison 2026

PHYQX yields 7.04% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $32.5K in total portfolio value· pulled ahead in Year 4
10 years
PHYQX
PHYQX
● Live price
7.04%
Share price
$4.76
Annual div
$0.34
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.9K
Annual income
$1,101.15
Full PHYQX 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 — PHYQX vs EPRT

📍 EPRT pulled ahead of the other in Year 4

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 PeriodPHYQXEPRT
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, PHYQX + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PHYQX
Annual income on $10K today (after 15% tax)
$598.52/yr
After 10yr DRIP, annual income (after tax)
$935.98/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 $10,259.24/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PHYQX: 50%EPRT: 50%
100% EPRT50/50100% PHYQX
Portfolio after 10yr
$48.1K
Annual income
$7,136.00/yr
Blended yield
14.84%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

PHYQX
No analyst data
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)

PHYQX buys
0
EPRT buys
0
No recent congressional trades found for PHYQX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPHYQXEPRT
Forward yield7.04%3.97%
Annual dividend / share$0.34$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$31.9K$64.3K
Annual income after 10y$1,101.15$13,170.85
Total dividends collected$9.1K$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearPHYQX PortfolioPHYQX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,404$704.14$11,212$512.01+$192.00PHYQX
2$12,953$750.48$12,689$692.09+$264.00PHYQX
3$14,656$796.63$14,521$944.30+$135.00PHYQX
4← crossover$16,525$842.42$16,841$1,302.88$316.00EPRT
5$18,569$887.67$19,841$1,821.64$1.3KEPRT
6$20,801$932.24$23,818$2,587.47$3.0KEPRT
7$23,233$975.98$29,230$3,744.65$6.0KEPRT
8$25,878$1,018.78$36,816$5,540.38$10.9KEPRT
9$28,750$1,060.53$47,806$8,413.17$19.1KEPRT
10$31,864$1,101.15$64,324$13,170.85$32.5KEPRT

PHYQX vs EPRT: Complete Analysis 2026

PHYQXStock

The fund normally invests at least 80% of its investable assets in a diversified portfolio of high yield fixed-income instruments rated Ba or lower by Moody's Investors Service ("Moody's") or BB or lower by S&P Global Ratings ("S&P"), and instruments either comparably rated by another nationally recognized statistical rating organization ("NRSRO"), or considered to be of comparable quality, that is, junk bonds.

Full PHYQX 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.