Balanced Blend 104 vs Cash Flow King 245

How $10,000 would have grown in each — compared across total return, income, NAV, and risk.

Compared over their common history since Oct 2024.

Judge on

Window

Balanced Blend 104

Medium riskLow reward

3.8%

yield · $32/mo per $10k

WinnerCash Flow King 245

Medium riskMedium reward

7.3%

yield · $61/mo per $10k

Cash Flow King 245 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Balanced Blend 104Cash Flow King 245Distributions reinvested · hypothetical, fixed weights

Total Return0–2

13.9%

Total Ret.

20.9%

8.5%

CAGR

12.6%

Income1–2

3.8%

Yield

7.3%

$32

Income

$61

0.97

Steadiness

1.31

Principal / NAVeven

6.5%

NAV

5.1%

-8.9%

Max DD

-8.9%

Risk1–3

5.1

Risk-Adj.

4.0

1.14

Sortino

2.02

11.0%

Volatility

8.9%

2.5

Safety

2.4

Holdings overlap

6% overlap

Balanced Blend 104 only

BKLN 13%CGCP 13%DIV 13%BBRE 13%REZ 13%RWR 13%SCHH 13%

Shared

DHS 13%

Cash Flow King 245 only

XPAY 10%BIL 10%QDVO 8%VRP 8%AMRFX 8%ANCFX 8%CAIBX 8%DIVO 8%BIZD 7%PCOFX 7%FPE 7%AMLP 7%

The risk-first read

Balanced Blend 104 takes it on risk-adjusted return (5.1 vs 4.0), winning 8 of the 11 head-to-head stats. Cash Flow King 245's one edge is a higher 7.3% yield — worth it only if that's specifically what you're after.

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Oct 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.