Compounding Machine 831 vs The Middle Path 269

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

Compared over their common history since Jan 2026.

Judge on

Window

Compounding Machine 831

Medium riskLow reward

5.3%

yield · $44/mo per $10k

WinnerThe Middle Path 269

Medium riskLow reward

3.4%

yield · $29/mo per $10k

The Middle Path 269 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Compounding Machine 831The Middle Path 269Distributions reinvested · hypothetical, fixed weights

Total Return0–2

4.0%

Total Ret.

5.7%

11.2%

CAGR

16.5%

Income3–0

5.3%

Yield

3.4%

$44

Income

$29

0.36

Steadiness

0.76

Principal / NAVeven

1.8%

NAV

4.5%

-3.4%

Max DD

-4.0%

Riskeven

4.9

Risk-Adj.

5.1

3.13

Sortino

3.30

5.8%

Volatility

8.5%

2.1

Safety

2.5

Holdings overlap

17% overlap

Compounding Machine 831 only

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

Shared

BKLN 8%CGCP 8%

The Middle Path 269 only

FDL 13%SCHH 13%IDV 13%JAAA 13%VNQ 12%IYR 12%

The risk-first read

The Middle Path 269 wins. Compounding Machine 831 dangles a bigger 5.3% headline yield, but after NAV erosion its total return (4.0%) trails The Middle Path 269's 5.7% — and at a higher risk tier (2.1 vs 2.5). The classic yield trap.

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Jan 2026 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.