Balanced Blend 104 vs Risk Seeker 418

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

WinnerRisk Seeker 418

Medium riskHigh reward

13.5%

yield · $112/mo per $10k

Risk Seeker 418 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Balanced Blend 104Risk Seeker 418Distributions reinvested · hypothetical, fixed weights

Total Return0–2

13.9%

Total Ret.

37.9%

8.5%

CAGR

22.3%

Income1–2

3.8%

Yield

13.5%

$32

Income

$112

0.97

Steadiness

1.95

Principal / NAVeven

6.5%

NAV

7.7%

-8.9%

Max DD

-11.6%

Riskeven

5.1

Risk-Adj.

7.6

1.14

Sortino

2.72

11.0%

Volatility

12.3%

2.5

Safety

2.6

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

Risk Seeker 418 only

XPAY 15%GOOY 15%AMECX 15%AMEFX 15%ANCFX 13%CAIBX 13%DIVO 13%

The risk-first read

Risk Seeker 418 takes it on risk-adjusted return (7.6 vs 5.1), winning 7 of the 11 head-to-head stats. Balanced Blend 104's one edge is a lower 2.5 risk tier — 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.