Compounding Machine 831 vs Dividend Growth Foundation

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

WinnerDividend Growth Foundation

Low riskLow reward

2.0%

yield · $16/mo per $10k

Dividend Growth Foundation wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Compounding Machine 831Dividend Growth FoundationDistributions reinvested · hypothetical, fixed weights

Total Return0–2

21.1%

Total Ret.

27.2%

11.3%

CAGR

14.4%

Income2–1

5.3%

Yield

2.0%

$44

Income

$16

0.72

Steadiness

0.50

Principal / NAVeven

8.3%

NAV

22.1%

-5.4%

Max DD

-13.0%

Riskeven

4.9

Risk-Adj.

9.7

2.30

Sortino

1.59

6.8%

Volatility

12.9%

2.1

Safety

2.0

Holdings overlap

0% overlap

Compounding Machine 831 only

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

Shared

No shared holdings

Dividend Growth Foundation only

VIG 35%DGRO 30%SCHD 25%RDVY 10%

The risk-first read

Dividend Growth Foundation wins. Compounding Machine 831 dangles a bigger 5.3% headline yield, but after NAV erosion its total return (21.1%) trails Dividend Growth Foundation's 27.2% — and at a higher risk tier (2.1 vs 2.0). The classic yield trap.

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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.