HomeCompareTBCUX vs EPRT

TBCUX vs EPRT: Dividend Comparison 2026

TBCUX yields 8.14% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $29.1K in total portfolio value· pulled ahead in Year 5
10 years
TBCUX
TBCUX
● Live price
8.14%
Share price
$16.45
Annual div
$1.34
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.3K
Annual income
$1,362.13
Full TBCUX 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 — TBCUX vs EPRT

📍 EPRT pulled ahead of the other in Year 5

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 PeriodTBCUXEPRT
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, TBCUX + EPRT cover 0 of 12 monthsgood coverage

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

TBCUX
Annual income on $10K today (after 15% tax)
$691.88/yr
After 10yr DRIP, annual income (after tax)
$1,157.81/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 $9,756.81/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TBCUX: 50%EPRT: 50%
100% EPRT50/50100% TBCUX
Portfolio after 10yr
$48.8K
Annual income
$7,101.43/yr
Blended yield
14.54%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

TBCUX
No analyst data
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)

TBCUX buys
0
EPRT buys
0
No recent congressional trades found for TBCUX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTBCUXEPRT
Forward yield8.14%3.92%
Annual dividend / share$1.34$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$34.3K$63.4K
Annual income after 10y$1,362.13$12,840.73
Total dividends collected$10.9K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearTBCUX PortfolioTBCUX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,514$813.98$11,205$505.18+$309.00TBCUX
2$13,196$875.90$12,672$682.46+$524.00TBCUX
3$15,058$938.18$14,490$930.48+$568.00TBCUX
4$17,112$1,000.51$16,786$1,282.69+$326.00TBCUX
5← crossover$19,373$1,062.64$19,753$1,791.56$380.00EPRT
6$21,853$1,124.32$23,677$2,541.64$1.8KEPRT
7$24,568$1,185.30$29,008$3,672.99$4.4KEPRT
8$27,533$1,245.38$36,463$5,425.08$8.9KEPRT
9$30,765$1,304.38$47,238$8,221.57$16.5KEPRT
10$34,281$1,362.13$63,385$12,840.73$29.1KEPRT

TBCUX vs EPRT: Complete Analysis 2026

TBCUXStock

The fund invests primarily in foreign equity securities that the adviser believes are undervalued but may invest in U.S. securities to a limited extent. The Adviser seeks to construct a diversified portfolio of stocks from a variety of industries and countries. The fund invests primarily in equity securities of foreign issuers, but also invests on a more limited basis in U.S. equity securities when opportunities appear attractive.

Full TBCUX 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.