Growth Focused 703 vs Growth & Income Harmony

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

WinnerGrowth Focused 703

Medium riskHigh reward

13.0%

yield · $109/mo per $10k

Growth & Income Harmony

Low riskLow reward

2.4%

yield · $20/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Growth Focused 703Growth & Income HarmonyDistributions reinvested · hypothetical, fixed weights

Total Return2–0

39.2%

Total Ret.

25.0%

23.0%

CAGR

15.0%

Income2–1

13.0%

Yield

2.4%

$109

Income

$20

2.16

Steadiness

0.86

Principal / NAV0–2

8.0%

NAV

19.8%

-11.8%

Max DD

-11.7%

Risk3–1

8.3

Risk-Adj.

8.0

2.71

Sortino

1.65

12.6%

Volatility

13.1%

2.3

Safety

1.9

Holdings overlap

0% overlap

Growth Focused 703 only

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

Shared

No shared holdings

Growth & Income Harmony only

VIG 25%SCHD 25%DGRW 20%O 15%JPM 15%

The risk-first read

Growth Focused 703 takes it on risk-adjusted return (8.3 vs 8.0), winning 7 of the 11 head-to-head stats. Growth & Income Harmony's one edge is a lower 1.9 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.