HomeCompareTBCIX vs EPRT

TBCIX vs EPRT: Dividend Comparison 2026

TBCIX yields 5.86% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $33.9K in total portfolio value· pulled ahead in Year 3
10 years
TBCIX
TBCIX
● Live price
5.86%
Share price
$188.22
Annual div
$11.03
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.4K
Annual income
$851.78
Full TBCIX calculator →
EPRT
EPRT
● Live price
3.92%
Share price
$30.77
Annual div
$1.21
5Y div CAGR
29%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$63.4K
Annual income
$12,840.73
Full EPRT calculator →

Portfolio growth — TBCIX vs EPRT

📍 EPRT pulled ahead of the other in Year 3

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 PeriodTBCIXEPRT
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%.
📅

Dividend Calendar Overlap

Combined, TBCIX + EPRT cover 0 of 12 monthsgood coverage

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

TBCIX
Annual income on $10K today (after 15% tax)
$498.22/yr
After 10yr DRIP, annual income (after tax)
$724.01/yr
EPRT
Annual income on $10K today (after 15% tax)
$332.87/yr
After 10yr DRIP, annual income (after tax)
$10,914.62/yr
At 15% tax rate, EPRT beats the other by $10,190.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TBCIX: 50%EPRT: 50%
100% EPRT50/50100% TBCIX
Portfolio after 10yr
$46.4K
Annual income
$6,846.25/yr
Blended yield
14.75%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

TBCIX
Analyst Ratings
3
Hold
2
Sell
Consensus: Hold
Price Target
$108.40
-42.4% upside vs current
Range: $84.00 — $125.00
EPRT
Analyst Ratings
1
Strong
17
Buy
3
Hold
1
Sell
Consensus: Buy
Price Target
$35.50
+15.4% 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)

TBCIX buys
0
EPRT buys
0
No recent congressional trades found for TBCIX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTBCIXEPRT
Forward yield5.86%3.92%
Annual dividend / share$11.03$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$29.4K$63.4K
Annual income after 10y$851.78$12,840.73
Total dividends collected$7.2K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT
Analyst consensusHoldBuy
Analyst price target$108.40$35.50

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

YearTBCIX PortfolioTBCIX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,286$586.14$11,205$505.18+$81.00TBCIX
2$12,694$618.25$12,672$682.46+$22.00TBCIX
3← crossover$14,233$649.90$14,490$930.48$257.00EPRT
4$15,910$680.99$16,786$1,282.69$876.00EPRT
5$17,735$711.45$19,753$1,791.56$2.0KEPRT
6$19,718$741.18$23,677$2,541.64$4.0KEPRT
7$21,868$770.13$29,008$3,672.99$7.1KEPRT
8$24,197$798.24$36,463$5,425.08$12.3KEPRT
9$26,717$825.47$47,238$8,221.57$20.5KEPRT
10$29,439$851.78$63,385$12,840.73$33.9KEPRT

TBCIX vs EPRT: Complete Analysis 2026

TBCIXStock

The investment seeks long-term capital growth; income is a secondary objective. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the common stocks of large and medium-sized blue chip growth companies. It focuses on companies with leading market positions, seasoned management, and strong financial fundamentals. The fund is non-diversified.

Full TBCIX 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.