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PSGAX vs EPRT: Dividend Comparison 2026

PSGAX yields 59.80% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PSGAX wins by $580.9K in total portfolio value
10 years
PSGAX
PSGAX
● Live price
59.80%
Share price
$13.86
Annual div
$8.29
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$645.2K
Annual income
$150,412.21
Full PSGAX 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 — PSGAX vs EPRT

📍 PSGAX pulled ahead of the other in Year 1

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 PeriodPSGAXEPRT
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, PSGAX + EPRT cover 0 of 12 monthsgood coverage

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

PSGAX
Annual income on $10K today (after 15% tax)
$5,083.06/yr
After 10yr DRIP, annual income (after tax)
$127,850.38/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, PSGAX beats the other by $116,655.16/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PSGAX: 50%EPRT: 50%
100% EPRT50/50100% PSGAX
Portfolio after 10yr
$354.8K
Annual income
$81,791.54/yr
Blended yield
23.06%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

PSGAX
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)

PSGAX buys
0
EPRT buys
0
No recent congressional trades found for PSGAX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPSGAXEPRT
Forward yield59.80%3.97%
Annual dividend / share$8.29$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$645.2K$64.3K
Annual income after 10y$150,412.21$13,170.85
Total dividends collected$534.7K$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearPSGAX PortfolioPSGAX Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$16,680$5,980.07$11,212$512.01+$5.5KPSGAX
2$27,170$9,322.25$12,689$692.09+$14.5KPSGAX
3$43,263$14,191.47$14,521$944.30+$28.7KPSGAX
4$67,411$21,119.06$16,841$1,302.88+$50.6KPSGAX
5$102,883$30,753.93$19,841$1,821.64+$83.0KPSGAX
6$153,952$43,866.51$23,818$2,587.47+$130.1KPSGAX
7$226,075$61,346.33$29,230$3,744.65+$196.8KPSGAX
8$326,092$84,192.24$36,816$5,540.38+$289.3KPSGAX
9$462,414$113,494.98$47,806$8,413.17+$414.6KPSGAX
10$645,195$150,412.21$64,324$13,170.85+$580.9KPSGAX

PSGAX vs EPRT: Complete Analysis 2026

PSGAXStock

The investment seeks long-term capital appreciation. 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 growth market. The fund invests in a select group of small market capitalization companies believed by the fund&#39;s subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.

Full PSGAX 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.