Balanced Blend 104 vs Growth Focused 703

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

WinnerGrowth Focused 703

Medium riskHigh reward

13.0%

yield · $109/mo per $10k

Growth Focused 703 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Balanced Blend 104Growth Focused 703Distributions reinvested · hypothetical, fixed weights

Total Return0–2

13.9%

Total Ret.

39.2%

8.5%

CAGR

23.0%

Income1–2

3.8%

Yield

13.0%

$32

Income

$109

0.97

Steadiness

2.16

Principal / NAVeven

6.5%

NAV

8.0%

-8.9%

Max DD

-11.8%

Risk1–3

5.1

Risk-Adj.

8.3

1.14

Sortino

2.71

11.0%

Volatility

12.6%

2.5

Safety

2.3

Holdings overlap

0% overlap

Balanced Blend 104 only

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

Shared

No shared holdings

Growth Focused 703 only

ANCFX 20%CAIBX 20%XPAY 15%GOOY 15%AMECX 15%AMEFX 15%

The risk-first read

Growth Focused 703 wins on both fronts: more monthly income ($109 vs $32 per $10k) and a better risk-adjusted return — without taking on more tier risk. A clean pick.

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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.