Compounding Machine 831 vs Diversified Income 402

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

Compounding Machine 831

Medium riskLow reward

5.3%

yield · $44/mo per $10k

WinnerDiversified Income 402

High riskHigh reward

15.1%

yield · $126/mo per $10k

Diversified Income 402 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Compounding Machine 831Diversified Income 402Distributions reinvested · hypothetical, fixed weights

Total Return0–2

21.1%

Total Ret.

40.0%

11.3%

CAGR

20.7%

Income0–3

5.3%

Yield

15.1%

$44

Income

$126

0.72

Steadiness

0.72

Principal / NAV2–0

8.3%

NAV

6.6%

-5.4%

Max DD

-19.4%

Risk3–1

4.9

Risk-Adj.

5.7

2.30

Sortino

1.83

6.8%

Volatility

17.3%

2.1

Safety

3.5

Holdings overlap

13% overlap

Compounding Machine 831 only

AMRFX 10%BKLN 8%CGCP 8%DHS 8%DIV 8%DWX 8%QDVO 8%SDIV 8%VRP 8%SGOV 8%

Shared

AMLP 8%BIL 8%

Diversified Income 402 only

BIZD 10%NVDL 10%TSLY 10%SRLN 10%GPIQ 8%QQQI 8%SPYI 8%JEPQ 8%QYLD 8%FPE 8%

The risk-first read

Diversified Income 402 takes it on risk-adjusted return (5.7 vs 4.9), winning 6 of the 11 head-to-head stats. Compounding Machine 831's one edge is a lower 2.1 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 Aug 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.