Balanced Blend 104 vs Core Portfolio 701

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

WinnerCore Portfolio 701

Medium riskMedium reward

7.4%

yield · $62/mo per $10k

Core Portfolio 701 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Balanced Blend 104Core Portfolio 701Distributions reinvested · hypothetical, fixed weights

Total Return0–2

13.9%

Total Ret.

20.1%

8.5%

CAGR

12.2%

Income1–2

3.8%

Yield

7.4%

$32

Income

$62

0.97

Steadiness

1.20

Principal / NAVeven

6.5%

NAV

4.5%

-8.9%

Max DD

-8.1%

Risk1–3

5.7

Risk-Adj.

3.7

1.14

Sortino

2.21

11.0%

Volatility

7.9%

2.5

Safety

2.3

Holdings overlap

10% overlap

Balanced Blend 104 only

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

Shared

BKLN 13%

Core Portfolio 701 only

FPE 10%AMLP 10%ANCFX 10%CAIBX 10%XPAY 10%QDVO 9%VRP 8%BIZD 8%BIL 8%SGOV 8%

The risk-first read

Balanced Blend 104 takes it on risk-adjusted return (5.7 vs 3.7), winning 8 of the 11 head-to-head stats. Core Portfolio 701's one edge is a higher 7.4% yield — worth it only if that's specifically what you're after.

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Run your own matchups

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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.