HomeComparePKSFX vs EPRT

PKSFX vs EPRT: Dividend Comparison 2026

PKSFX yields 14.08% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $13.9K in total portfolio value· pulled ahead in Year 9
10 years
PKSFX
PKSFX
● Live price
14.08%
Share price
$49.40
Annual div
$6.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$50.4K
Annual income
$3,370.49
Full PKSFX 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 — PKSFX vs EPRT

📍 EPRT pulled ahead of the other in Year 9

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 PeriodPKSFXEPRT
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, PKSFX + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PKSFX
Annual income on $10K today (after 15% tax)
$1,197.13/yr
After 10yr DRIP, annual income (after tax)
$2,864.92/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 $8,330.31/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PKSFX: 50%EPRT: 50%
100% EPRT50/50100% PKSFX
Portfolio after 10yr
$57.4K
Annual income
$8,270.68/yr
Blended yield
14.41%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

PKSFX
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)

PKSFX buys
0
EPRT buys
0
No recent congressional trades found for PKSFX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPKSFXEPRT
Forward yield14.08%3.97%
Annual dividend / share$6.96$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$50.4K$64.3K
Annual income after 10y$3,370.49$13,170.85
Total dividends collected$23.5K$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearPKSFX PortfolioPKSFX Income/yrEPRT PortfolioEPRT Income/yrGap
1$12,108$1,408.39$11,212$512.01+$896.00PKSFX
2$14,550$1,593.77$12,689$692.09+$1.9KPKSFX
3$17,358$1,789.83$14,521$944.30+$2.8KPKSFX
4$20,569$1,995.60$16,841$1,302.88+$3.7KPKSFX
5$24,219$2,210.02$19,841$1,821.64+$4.4KPKSFX
6$28,346$2,431.94$23,818$2,587.47+$4.5KPKSFX
7$32,990$2,660.17$29,230$3,744.65+$3.8KPKSFX
8$38,193$2,893.48$36,816$5,540.38+$1.4KPKSFX
9← crossover$43,997$3,130.66$47,806$8,413.17$3.8KEPRT
10$50,447$3,370.49$64,324$13,170.85$13.9KEPRT

PKSFX vs EPRT: Complete Analysis 2026

PKSFXStock

Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.

Full PKSFX 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.