HomeCompareTRSSX vs EPRT

TRSSX vs EPRT: Dividend Comparison 2026

TRSSX yields 10.79% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $22.6K in total portfolio value· pulled ahead in Year 7
10 years
TRSSX
TRSSX
● Live price
10.79%
Share price
$23.87
Annual div
$2.58
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.8K
Annual income
$2,122.26
Full TRSSX 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 — TRSSX vs EPRT

📍 EPRT pulled ahead of the other in Year 7

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 PeriodTRSSXEPRT
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, TRSSX + EPRT cover 0 of 12 monthsgood coverage

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

TRSSX
Annual income on $10K today (after 15% tax)
$917.30/yr
After 10yr DRIP, annual income (after tax)
$1,803.92/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 $9,110.70/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TRSSX: 50%EPRT: 50%
100% EPRT50/50100% TRSSX
Portfolio after 10yr
$52.1K
Annual income
$7,481.49/yr
Blended yield
14.36%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

TRSSX
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)

TRSSX buys
0
EPRT buys
0
No recent congressional trades found for TRSSX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTRSSXEPRT
Forward yield10.79%3.92%
Annual dividend / share$2.58$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$40.8K$63.4K
Annual income after 10y$2,122.26$12,840.73
Total dividends collected$15.9K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearTRSSX PortfolioTRSSX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,779$1,079.18$11,205$505.18+$574.00TRSSX
2$13,792$1,188.02$12,672$682.46+$1.1KTRSSX
3$16,057$1,300.01$14,490$930.48+$1.6KTRSSX
4$18,596$1,414.53$16,786$1,282.69+$1.8KTRSSX
5$21,428$1,530.98$19,753$1,791.56+$1.7KTRSSX
6$24,577$1,648.78$23,677$2,541.64+$900.00TRSSX
7← crossover$28,065$1,767.35$29,008$3,672.99$943.00EPRT
8$31,916$1,886.13$36,463$5,425.08$4.5KEPRT
9$36,154$2,004.59$47,238$8,221.57$11.1KEPRT
10$40,807$2,122.26$63,385$12,840.73$22.6KEPRT

TRSSX vs EPRT: Complete Analysis 2026

TRSSXStock

The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks of small companies. The advisor defines a small company as one whose market capitalization falls (i) within or below the current range of companies in either the Russell 2000® Index or the S&P SmallCap 600 Index or (ii) below the three-year average maximum market cap of companies in either index as of December 31 of the three preceding years. While most assets will typically be invested in U.S. common stocks, the fund may invest in foreign stocks in keeping with its objectives.

Full TRSSX 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.