Home › Compare › VGWAX vs EPRT
VGWAX yields 6.69% · EPRT yields 3.92%● Live data
📍 EPRT pulled ahead of the other in Year 4
Combined, VGWAX + EPRT cover 0 of 12 months — good coverage
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What's the optimal mix of VGWAX + EPRT for your $10,000?
This fund offers exposure to U.S. and foreign stocks (about two-thirds of the portfolio) and U.S. and foreign bonds (one-third of the portfolio). The fund offers broad diversification by investing in stocks and bonds across all economic sectors. This is important because one or two holdings should not have a sizeable impact on the fund. Because it invests in U.S. and foreign stocks and investment-grade bonds, the fund is subject to both currency risk and country risk. Investors with a long-term time horizon who want growth and some income—and who are willing to accept stock and bond market volatility—may wish to consider this fund.
Full VGWAX Calculator →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.
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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.