HomeCompareTRRTX vs EPRT

TRRTX vs EPRT: Dividend Comparison 2026

TRRTX yields 5.95% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $33.8K in total portfolio value· pulled ahead in Year 3
10 years
TRRTX
TRRTX
● Live price
5.95%
Share price
$11.54
Annual div
$0.69
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.6K
Annual income
$869.58
Full TRRTX 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 — TRRTX vs EPRT

📍 EPRT pulled ahead of the other in Year 3

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodTRRTXEPRT
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, TRRTX + EPRT cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
TRRTX pays
EPRT pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

TRRTX
Annual income on $10K today (after 15% tax)
$505.80/yr
After 10yr DRIP, annual income (after tax)
$739.14/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 $10,175.48/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TRRTX: 50%EPRT: 50%
100% EPRT50/50100% TRRTX
Portfolio after 10yr
$46.5K
Annual income
$6,855.15/yr
Blended yield
14.74%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

TRRTX
Analyst Ratings
2
Hold
Consensus: Hold
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)

TRRTX buys
0
EPRT buys
0
No recent congressional trades found for TRRTX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTRRTXEPRT
Forward yield5.95%3.92%
Annual dividend / share$0.69$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$29.6K$63.4K
Annual income after 10y$869.58$12,840.73
Total dividends collected$7.4K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT
Analyst consensusHoldBuy

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

YearTRRTX PortfolioTRRTX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,295$595.06$11,205$505.18+$90.00TRRTX
2$12,714$628.15$12,672$682.46+$42.00TRRTX
3← crossover$14,265$660.80$14,490$930.48$225.00EPRT
4$15,956$692.90$16,786$1,282.69$830.00EPRT
5$17,797$724.36$19,753$1,791.56$2.0KEPRT
6$19,798$755.09$23,677$2,541.64$3.9KEPRT
7$21,969$785.03$29,008$3,672.99$7.0KEPRT
8$24,321$814.12$36,463$5,425.08$12.1KEPRT
9$26,866$842.31$47,238$8,221.57$20.4KEPRT
10$29,616$869.58$63,385$12,840.73$33.8KEPRT

TRRTX vs EPRT: Complete Analysis 2026

TRRTXStock

The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond mutual funds that represent various asset classes and sectors. It is managed based on the specific retirement year (target date 2015) included in its name and assumes a retirement age of 65. The target date refers to the approximate year an investor in the fund would plan to retire and likely stop making new investments in the fund.

Full TRRTX 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.