Compounding Machine 831 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 Aug 2024.

Judge on

Window

Compounding Machine 831

Medium riskLow reward

5.3%

yield · $44/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)

Compounding Machine 831Rising Income 177Distributions reinvested · hypothetical, fixed weights

Total Return0–2

21.1%

Total Ret.

22.4%

11.3%

CAGR

12.0%

Income0–3

5.3%

Yield

6.0%

$44

Income

$50

0.72

Steadiness

0.67

Principal / NAVeven

8.3%

NAV

8.5%

-5.4%

Max DD

-6.7%

Risk3–1

4.9

Risk-Adj.

5.0

2.30

Sortino

2.20

6.8%

Volatility

7.6%

2.1

Safety

2.2

Holdings overlap

76% overlap

Compounding Machine 831 only

DWX 8%VRP 8%SGOV 8%

Shared

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

Rising Income 177 only

—

The risk-first read

Rising Income 177 takes it on risk-adjusted return (5.0 vs 4.9), winning 7 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.