HomeCompareWFIVX vs FCPT

WFIVX vs FCPT: Dividend Comparison 2026

WFIVX yields 9.34% · FCPT yields 6.05%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FCPT wins by $11.9K in total portfolio value· pulled ahead in Year 5
10 years
WFIVX
WFIVX
● Live price
9.34%
Share price
$33.54
Annual div
$3.13
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.1K
Annual income
$1,682.85
Full WFIVX calculator →
FCPT
FCPT
● Live price
6.05%
Share price
$23.65
Annual div
$1.43
5Y div CAGR
15.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.1K
Annual income
$5,775.28
Full FCPT calculator →

Portfolio growth — WFIVX vs FCPT

📍 FCPT 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 PeriodWFIVXFCPT
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, WFIVX + FCPT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

WFIVX
Annual income on $10K today (after 15% tax)
$794.14/yr
After 10yr DRIP, annual income (after tax)
$1,430.42/yr
FCPT
Annual income on $10K today (after 15% tax)
$514.49/yr
After 10yr DRIP, annual income (after tax)
$4,908.99/yr
At 15% tax rate, FCPT beats the other by $3,478.57/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of WFIVX + FCPT for your $10,000?

WFIVX: 50%FCPT: 50%
100% FCPT50/50100% WFIVX
Portfolio after 10yr
$43.1K
Annual income
$3,729.07/yr
Blended yield
8.65%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on FCPT right now

WFIVX
No analyst data
FCPT
Analyst Ratings
5
Buy
10
Hold
Consensus: Hold
Price Target
$27.00
+14.2% upside vs current
Range: $25.00 — $29.00
Altman Z
1.4
Piotroski
6/9
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)

WFIVX buys
0
FCPT buys
0
No recent congressional trades found for WFIVX or FCPT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWFIVXFCPT
Forward yield9.34%6.05%
Annual dividend / share$3.13$1.43
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.8%
Portfolio after 10y$37.1K$49.1K
Annual income after 10y$1,682.85$5,775.28
Total dividends collected$13.1K$24.1K
Payment frequencyquarterlyquarterly
SectorStockREIT

Year-by-year: WFIVX vs FCPT ($10,000, DRIP)

YearWFIVX PortfolioWFIVX Income/yrFCPT PortfolioFCPT Income/yrGap
1$11,634$934.29$11,401$700.92+$233.00WFIVX
2$13,465$1,015.87$13,064$864.84+$401.00WFIVX
3$15,506$1,098.77$15,051$1,072.48+$455.00WFIVX
4$17,774$1,182.56$17,442$1,337.22+$332.00WFIVX
5← crossover$20,285$1,266.85$20,340$1,677.08$55.00FCPT
6$23,056$1,351.24$23,880$2,116.57$824.00FCPT
7$26,105$1,435.36$28,241$2,689.36$2.1KFCPT
8$29,452$1,518.88$33,660$3,442.07$4.2KFCPT
9$33,115$1,601.47$40,456$4,439.95$7.3KFCPT
10$37,115$1,682.85$49,063$5,775.28$11.9KFCPT

WFIVX vs FCPT: Complete Analysis 2026

WFIVXStock

The fund invests at least 80% of its assets in the equity securities of companies included in the index that are representative of the index. The managers may use enhanced “stratified sampling” techniques in an attempt to replicate the performance of the index. The fund normally holds stocks representing at least 90% of the total market value of the index.

Full WFIVX Calculator →

FCPTREIT

FCPT, headquartered in Mill Valley, CA, is a real estate investment trust primarily engaged in the acquisition and leasing of restaurant properties. The Company seeks to grow its portfolio by acquiring additional real estate to lease, on a net basis, for use in the restaurant and retail industries.

Full FCPT 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.