HomeCompareWVALX vs EPRT

WVALX vs EPRT: Dividend Comparison 2026

WVALX yields 25.47% · EPRT yields 3.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 WVALX wins by $38.2K in total portfolio value
10 years
WVALX
WVALX
● Live price
25.47%
Share price
$36.83
Annual div
$9.38
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$101.5K
Annual income
$11,639.10
Full WVALX 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 — WVALX vs EPRT

📍 WVALX pulled ahead of the other in Year 1

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 PeriodWVALXEPRT
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, WVALX + EPRT cover 0 of 12 monthsgood coverage

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

WVALX
Annual income on $10K today (after 15% tax)
$2,164.74/yr
After 10yr DRIP, annual income (after tax)
$9,893.24/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 $1,021.39/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WVALX: 50%EPRT: 50%
100% EPRT50/50100% WVALX
Portfolio after 10yr
$82.5K
Annual income
$12,239.91/yr
Blended yield
14.84%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

WVALX
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WVALX buys
0
EPRT buys
0
No recent congressional trades found for WVALX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWVALXEPRT
Forward yield25.47%3.92%
Annual dividend / share$9.38$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$101.5K$63.4K
Annual income after 10y$11,639.10$12,840.73
Total dividends collected$64.8K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearWVALX PortfolioWVALX Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$13,247$2,546.75$11,205$505.18+$2.0KWVALX
2$17,327$3,152.92$12,672$682.46+$4.7KWVALX
3$22,394$3,854.26$14,490$930.48+$7.9KWVALX
4$28,617$4,655.53$16,786$1,282.69+$11.8KWVALX
5$36,180$5,560.05$19,753$1,791.56+$16.4KWVALX
6$45,283$6,569.65$23,677$2,541.64+$21.6KWVALX
7$56,137$7,684.52$29,008$3,672.99+$27.1KWVALX
8$68,970$8,903.28$36,463$5,425.08+$32.5KWVALX
9$84,021$10,222.95$47,238$8,221.57+$36.8KWVALX
10$101,541$11,639.10$63,385$12,840.73+$38.2KWVALX

WVALX vs EPRT: Complete Analysis 2026

WVALXStock

Under normal circumstances, the fund will invest the majority of its assets in common stock of larger companies. The Adviser considers larger companies to be issuers with market capitalizations equal to or greater than the median company in the Russell 1000 Index. It may invest in securities issued by non-U.S. companies, which may be denominated in U.S. dollars or foreign currencies.

Full WVALX 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.