Balanced Blend 104 vs Risk Seeker 696

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 696

Medium riskHigh reward

16.6%

yield · $138/mo per $10k

Risk Seeker 696 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Balanced Blend 104Risk Seeker 696Distributions reinvested · hypothetical, fixed weights

Total Return0–2

13.9%

Total Ret.

42.7%

8.5%

CAGR

25.0%

Income1–2

3.8%

Yield

16.6%

$32

Income

$138

0.97

Steadiness

1.70

Principal / NAVeven

6.5%

NAV

6.9%

-8.9%

Max DD

-13.2%

Riskeven

5.1

Risk-Adj.

8.8

1.14

Sortino

2.78

11.0%

Volatility

13.6%

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 696 only

XPAY 20%ANCFX 20%CAIBX 20%GOOY 20%AMECX 20%

The risk-first read

Risk Seeker 696 takes it on risk-adjusted return (8.8 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.