Growth Focused 703 vs Monthly Payday 272

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 · $108/mo per $10k

Monthly Payday 272

Medium riskMedium reward

7.3%

yield · $61/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Growth Focused 703Monthly Payday 272Distributions reinvested · hypothetical, fixed weights

Total Return2–0

39.2%

Total Ret.

22.0%

23.0%

CAGR

13.2%

Income2–1

13.0%

Yield

7.3%

$108

Income

$61

2.16

Steadiness

1.62

Principal / NAVeven

8.0%

NAV

5.5%

-11.8%

Max DD

-9.4%

Riskeven

8.2

Risk-Adj.

3.9

2.71

Sortino

2.03

12.6%

Volatility

9.3%

2.3

Safety

2.3

Holdings overlap

30% overlap

Growth Focused 703 only

GOOY 15%AMECX 15%AMEFX 15%

Shared

ANCFX 20%CAIBX 20%XPAY 15%

Monthly Payday 272 only

QDVO 10%FPE 10%BIL 10%AMRFX 10%AMLP 10%VRP 10%BIZD 10%

The risk-first read

Growth Focused 703 takes it on risk-adjusted return (8.2 vs 3.9), winning 7 of the 11 head-to-head stats. Monthly Payday 272's one edge is a lower 2.3 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.