Dividend Growth Foundation 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

Dividend Growth Foundation

Low riskLow reward

2.0%

yield · $16/mo per $10k

WinnerGrowth Focused 703

Medium riskHigh reward

13.0%

yield · $109/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Dividend Growth FoundationGrowth Focused 703Distributions reinvested · hypothetical, fixed weights

Total Return0–2

25.3%

Total Ret.

39.2%

15.2%

CAGR

23.0%

Income1–2

2.0%

Yield

13.0%

$16

Income

$109

0.38

Steadiness

2.16

Principal / NAVeven

21.1%

NAV

8.0%

-13.0%

Max DD

-11.8%

Riskeven

9.4

Risk-Adj.

8.3

1.66

Sortino

2.71

13.1%

Volatility

12.6%

2.0

Safety

2.3

Holdings overlap

0% overlap

Dividend Growth Foundation only

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

Shared

No shared holdings

Growth Focused 703 only

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

The risk-first read

Dividend Growth Foundation takes it on risk-adjusted return (9.4 vs 8.3), winning 7 of the 11 head-to-head stats. Growth Focused 703's one edge is a higher 13.0% yield — 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.