Compounding Machine 831 vs Conservative Boost 978

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

WinnerCompounding Machine 831

Medium riskLow reward

5.3%

yield · $44/mo per $10k

Conservative Boost 978

Medium riskLow reward

5.2%

yield · $43/mo per $10k

Compounding Machine 831 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Compounding Machine 831Conservative Boost 978Distributions reinvested · hypothetical, fixed weights

Total Return2–0

21.1%

Total Ret.

19.5%

11.3%

CAGR

10.5%

Income3–0

5.3%

Yield

5.2%

$44

Income

$43

0.72

Steadiness

0.77

Principal / NAVeven

8.3%

NAV

8.0%

-5.4%

Max DD

-4.7%

Risk3–1

4.9

Risk-Adj.

4.9

2.30

Sortino

2.16

6.8%

Volatility

6.9%

2.1

Safety

2.1

Holdings overlap

50% overlap

Compounding Machine 831 only

AMRFX 10%QDVO 8%SDIV 8%VRP 8%BIL 8%SGOV 8%

Shared

AMLP 8%BKLN 8%CGCP 8%DHS 8%DIV 8%DWX 8%

Conservative Boost 978 only

FPE 15%

The risk-first read

Conservative Boost 978 takes it on risk-adjusted return (4.9 vs 4.9), winning 9 of the 11 head-to-head stats. Compounding Machine 831's one edge is a higher 5.3% 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.