Balanced Blend 104 vs The Middle Path 269

How $10,000 would have grown in each — compared across total return, income, NAV, and risk.

Compared over their common history since Jan 2026.

Judge on

Window

WinnerBalanced Blend 104

Medium riskLow reward

3.8%

yield · $32/mo per $10k

The Middle Path 269

Medium riskLow reward

3.4%

yield · $29/mo per $10k

Balanced Blend 104 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Balanced Blend 104The Middle Path 269Distributions reinvested · hypothetical, fixed weights

Total Return2–0

6.9%

Total Ret.

5.7%

20.2%

CAGR

16.5%

Income2–1

3.8%

Yield

3.4%

$32

Income

$29

0.78

Steadiness

0.76

Principal / NAVeven

5.6%

NAV

4.5%

-4.8%

Max DD

-4.0%

Risk1–2

5.7

Risk-Adj.

5.1

3.25

Sortino

3.30

10.6%

Volatility

8.5%

2.5

Safety

2.5

Holdings overlap

38% overlap

Balanced Blend 104 only

DHS 13%DIV 13%BBRE 13%REZ 13%RWR 13%

Shared

BKLN 13%CGCP 13%SCHH 13%

The Middle Path 269 only

FDL 13%IDV 13%JAAA 13%VNQ 12%IYR 12%

The risk-first read

Balanced Blend 104 takes it on risk-adjusted return (5.7 vs 5.1), winning 6 of the 11 head-to-head stats. The Middle Path 269'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 Jan 2026 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.