Compounding Machine 831 vs Safe High Income 755

How $10,000 would have grown in each — compared across total return, income, NAV, and risk.

Compared over their common history since Oct 2025.

Judge on

Window

Compounding Machine 831

Medium riskLow reward

5.3%

yield · $44/mo per $10k

WinnerSafe High Income 755

Low riskLow reward

4.2%

yield · $35/mo per $10k

Safe High Income 755 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Compounding Machine 831Safe High Income 755Distributions reinvested · hypothetical, fixed weights

Total Return0–2

10.0%

Total Ret.

36.0%

15.7%

CAGR

60.1%

Income2–1

5.3%

Yield

4.2%

$44

Income

$35

0.85

Steadiness

0.83

Principal / NAVeven

5.4%

NAV

31.9%

-3.4%

Max DD

-8.2%

Riskeven

4.9

Risk-Adj.

7.9

5.29

Sortino

4.42

5.3%

Volatility

21.8%

2.1

Safety

2.0

Holdings overlap

21% overlap

Compounding Machine 831 only

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

Shared

AMLP 8%BIL 8%SGOV 8%

Safe High Income 755 only

NBIL 11%ING 8%DEO 8%NVS 8%VALE 8%UBS 8%MPW 8%PFE 8%

The risk-first read

Safe High Income 755 wins. Compounding Machine 831 dangles a bigger 5.3% headline yield, but after NAV erosion its total return (10.0%) trails Safe High Income 755's 36.0% — 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 Oct 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.