HomeCompareSIMGX vs FCPT

SIMGX vs FCPT: Dividend Comparison 2026

SIMGX yields 20.16% · FCPT yields 6.05%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SIMGX wins by $24.7K in total portfolio value
10 years
SIMGX
SIMGX
● Live price
20.16%
Share price
$9.92
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$73.7K
Annual income
$6,855.71
Full SIMGX calculator →
FCPT
FCPT
● Live price
6.05%
Share price
$23.65
Annual div
$1.43
5Y div CAGR
15.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.1K
Annual income
$5,775.28
Full FCPT calculator →

Portfolio growth — SIMGX vs FCPT

📍 SIMGX 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 PeriodSIMGXFCPT
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, SIMGX + FCPT cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SIMGX pays
FCPT pays
Both pay
Neither
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Tax Bracket Optimizer

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

SIMGX
Annual income on $10K today (after 15% tax)
$1,713.71/yr
After 10yr DRIP, annual income (after tax)
$5,827.35/yr
FCPT
Annual income on $10K today (after 15% tax)
$514.49/yr
After 10yr DRIP, annual income (after tax)
$4,908.99/yr
At 15% tax rate, SIMGX beats the other by $918.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SIMGX + FCPT for your $10,000?

SIMGX: 50%FCPT: 50%
100% FCPT50/50100% SIMGX
Portfolio after 10yr
$61.4K
Annual income
$6,315.50/yr
Blended yield
10.28%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on FCPT right now

SIMGX
No analyst data
FCPT
Analyst Ratings
5
Buy
10
Hold
Consensus: Hold
Price Target
$27.00
+14.2% upside vs current
Range: $25.00 — $29.00
Altman Z
1.4
Piotroski
6/9
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)

SIMGX buys
0
FCPT buys
0
No recent congressional trades found for SIMGX or FCPT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSIMGXFCPT
Forward yield20.16%6.05%
Annual dividend / share$2.00$1.43
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.8%
Portfolio after 10y$73.7K$49.1K
Annual income after 10y$6,855.71$5,775.28
Total dividends collected$42.1K$24.1K
Payment frequencyquarterlyquarterly
SectorStockREIT

Year-by-year: SIMGX vs FCPT ($10,000, DRIP)

YearSIMGX PortfolioSIMGX Income/yrFCPT PortfolioFCPT Income/yrGap
1← crossover$12,716$2,016.13$11,401$700.92+$1.3KSIMGX
2$16,002$2,396.01$13,064$864.84+$2.9KSIMGX
3$19,940$2,817.94$15,051$1,072.48+$4.9KSIMGX
4$24,618$3,281.71$17,442$1,337.22+$7.2KSIMGX
5$30,128$3,786.47$20,340$1,677.08+$9.8KSIMGX
6$36,567$4,330.76$23,880$2,116.57+$12.7KSIMGX
7$44,040$4,912.57$28,241$2,689.36+$15.8KSIMGX
8$52,652$5,529.37$33,660$3,442.07+$19.0KSIMGX
9$62,516$6,178.19$40,456$4,439.95+$22.1KSIMGX
10$73,747$6,855.71$49,063$5,775.28+$24.7KSIMGX

SIMGX vs FCPT: Complete Analysis 2026

SIMGXStock

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 →

FCPTREIT

FCPT, headquartered in Mill Valley, CA, is a real estate investment trust primarily engaged in the acquisition and leasing of restaurant properties. The Company seeks to grow its portfolio by acquiring additional real estate to lease, on a net basis, for use in the restaurant and retail industries.

Full FCPT 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.