Home › Compare › SIMGX vs EPRT
SIMGX yields 20.16% · EPRT yields 3.97%● Live data
📍 SIMGX pulled ahead of the other in Year 1
Combined, SIMGX + EPRT cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of SIMGX + EPRT for your $10,000?
The fund invests approximately 75% of its net assets in funds that are advised by Dimensional Fund Advisors LP and that, in turn, the Adviser believes establish a globally diversified equity investment portfolio. The fund will invest in funds that by the terms of their prospectuses invest in, and/or provide exposure to, several countries which may include the U.S., although the advisor generally will attempt to invest at least 40% of its net assets in funds that invest in the securities of issuers based, primarily operated and/or listed outside of the U.S.
Full SIMGX Calculator →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.
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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.