Cash Flow King 245 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 Oct 2024.

Judge on

Window

Cash Flow King 245

Medium riskMedium reward

7.4%

yield · $61/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)

Cash Flow King 245Rising Income 177Distributions reinvested · hypothetical, fixed weights

Total Return0–2

20.9%

Total Ret.

21.2%

12.6%

CAGR

12.8%

Income2–1

7.4%

Yield

6.0%

$61

Income

$50

1.31

Steadiness

0.68

Principal / NAV0–2

5.1%

NAV

8.6%

-8.9%

Max DD

-6.7%

Risk0–4

4.0

Risk-Adj.

5.0

2.02

Sortino

2.30

8.9%

Volatility

7.7%

2.4

Safety

2.2

Holdings overlap

38% overlap

Cash Flow King 245 only

XPAY 10%VRP 8%ANCFX 8%CAIBX 8%DIVO 8%BIZD 7%PCOFX 7%FPE 7%

Shared

BIL 10%QDVO 8%AMRFX 8%AMLP 7%DHS 7%

Rising Income 177 only

SDIV 13%BKLN 10%CGCP 10%DIV 10%

The risk-first read

Rising Income 177 wins. Cash Flow King 245 dangles a bigger 7.4% headline yield, but after NAV erosion its total return (20.9%) trails Rising Income 177's 21.2% — and at a higher risk tier (2.4 vs 2.2). The classic yield trap.

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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.