Balanced Blend 104 vs Rising Income 177

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

WinnerRising Income 177

Medium riskMedium reward

6.0%

yield · $50/mo per $10k

Rising Income 177 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Balanced Blend 104Rising Income 177Distributions reinvested · hypothetical, fixed weights

Total Return0–2

14.0%

Total Ret.

22.4%

7.6%

CAGR

12.0%

Income0–3

3.8%

Yield

6.0%

$32

Income

$50

1.01

Steadiness

0.67

Principal / NAV0–2

5.6%

NAV

8.5%

-8.9%

Max DD

-6.7%

Risk1–3

5.7

Risk-Adj.

5.0

1.06

Sortino

2.20

10.8%

Volatility

7.6%

2.5

Safety

2.2

Holdings overlap

40% overlap

Balanced Blend 104 only

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

Shared

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

Rising Income 177 only

BIL 15%QDVO 13%SDIV 13%AMLP 10%AMRFX 10%

The risk-first read

Balanced Blend 104 takes it on risk-adjusted return (5.7 vs 5.0), winning 10 of the 11 head-to-head stats. Rising Income 177's one edge is a higher 6.0% 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 Aug 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.