Compounding Machine 831 vs Growth Focused 703

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

Compounding Machine 831

Medium riskLow reward

5.3%

yield · $44/mo per $10k

WinnerGrowth Focused 703

Medium riskHigh reward

13.0%

yield · $108/mo per $10k

Growth Focused 703 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Compounding Machine 831Growth Focused 703Distributions reinvested · hypothetical, fixed weights

Total Return0–2

20.3%

Total Ret.

39.2%

12.3%

CAGR

23.0%

Income1–2

5.3%

Yield

13.0%

$44

Income

$108

0.73

Steadiness

2.16

Principal / NAV2–0

8.6%

NAV

8.0%

-5.4%

Max DD

-11.8%

Riskeven

4.9

Risk-Adj.

8.2

2.42

Sortino

2.71

7.0%

Volatility

12.6%

2.1

Safety

2.3

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

Growth Focused 703 only

ANCFX 20%CAIBX 20%XPAY 15%GOOY 15%AMECX 15%AMEFX 15%

The risk-first read

Growth Focused 703 takes it on risk-adjusted return (8.2 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 Oct 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.