Balanced Blend 104 vs Compounding Machine 831

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

Compared over their common history since Aug 2024.

Judge on

Window

Balanced Blend 104

Medium riskLow reward

3.8%

yield · $32/mo per $10k

WinnerCompounding Machine 831

Medium riskLow reward

5.3%

yield · $44/mo per $10k

Compounding Machine 831 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Balanced Blend 104Compounding Machine 831Distributions reinvested · hypothetical, fixed weights

Total Return0–2

14.0%

Total Ret.

21.1%

7.6%

CAGR

11.3%

Income0–3

3.8%

Yield

5.3%

$32

Income

$44

1.01

Steadiness

0.72

Principal / NAV0–2

5.6%

NAV

8.3%

-8.9%

Max DD

-5.4%

Risk1–3

5.7

Risk-Adj.

4.9

1.06

Sortino

2.30

10.8%

Volatility

6.8%

2.5

Safety

2.1

Holdings overlap

33% overlap

Balanced Blend 104 only

BBRE 13%REZ 13%RWR 13%SCHH 13%

Shared

BKLN 13%CGCP 13%DHS 13%DIV 13%

Compounding Machine 831 only

AMRFX 10%AMLP 8%DWX 8%QDVO 8%SDIV 8%VRP 8%BIL 8%SGOV 8%

The risk-first read

Balanced Blend 104 takes it on risk-adjusted return (5.7 vs 4.9), winning 10 of the 11 head-to-head stats. Compounding Machine 831's one edge is a higher 5.3% yield — worth it only if that's specifically what you're after.

Get one battle like this in your inbox every week

The Dividend Brief — free, risk-first, 2-min read.

Run your own matchups

Filter 30 portfolios by risk and reward and let the data crown a champion.

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