HomeCompareSRIFX vs FCPT

SRIFX vs FCPT: Dividend Comparison 2026

SRIFX yields 8.55% · FCPT yields 6.05%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FCPT wins by $13.8K in total portfolio value· pulled ahead in Year 4
10 years
SRIFX
SRIFX
● Live price
8.55%
Share price
$23.41
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.2K
Annual income
$1,465.94
Full SRIFX 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 — SRIFX vs FCPT

📍 FCPT pulled ahead of the other in Year 4

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 PeriodSRIFXFCPT
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, SRIFX + FCPT cover 0 of 12 monthsgood coverage

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

SRIFX
Annual income on $10K today (after 15% tax)
$726.33/yr
After 10yr DRIP, annual income (after tax)
$1,246.05/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, FCPT beats the other by $3,662.94/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SRIFX: 50%FCPT: 50%
100% FCPT50/50100% SRIFX
Portfolio after 10yr
$42.1K
Annual income
$3,620.61/yr
Blended yield
8.59%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on FCPT right now

SRIFX
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)

SRIFX buys
0
FCPT buys
0
No recent congressional trades found for SRIFX or FCPT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSRIFXFCPT
Forward yield8.55%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$35.2K$49.1K
Annual income after 10y$1,465.94$5,775.28
Total dividends collected$11.6K$24.1K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearSRIFX PortfolioSRIFX Income/yrFCPT PortfolioFCPT Income/yrGap
1$11,555$854.51$11,401$700.92+$154.00SRIFX
2$13,286$922.75$13,064$864.84+$222.00SRIFX
3$15,208$991.62$15,051$1,072.48+$157.00SRIFX
4← crossover$17,333$1,060.79$17,442$1,337.22$109.00FCPT
5$19,676$1,129.94$20,340$1,677.08$664.00FCPT
6$22,252$1,198.78$23,880$2,116.57$1.6KFCPT
7$25,077$1,267.04$28,241$2,689.36$3.2KFCPT
8$28,167$1,334.46$33,660$3,442.07$5.5KFCPT
9$31,540$1,400.83$40,456$4,439.95$8.9KFCPT
10$35,213$1,465.94$49,063$5,775.28$13.8KFCPT

SRIFX vs FCPT: Complete Analysis 2026

SRIFXStock

The fund is a fund-of-funds, which invests in mutual funds and ETFs ("underlying funds"). It seeks to invest substantially all and, under normal circumstances, at least 80% of its net assets, plus borrowings for investment purposes, in sustainable impact investments. Sustainable impact investing incorporates non-financial performance indicators that measure a company's management of risks associated with environmental sustainability, social concerns, and corporate governance ("ESG Factors") in an effort to generate long-term competitive investment performance and positive societal impact.

Full SRIFX 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.