Growth Focused 703 vs Rising Income 177

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

Rising Income 177

Medium riskMedium reward

6.0%

yield · $50/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Growth Focused 703Rising Income 177Distributions reinvested · hypothetical, fixed weights

Total Return2–0

39.2%

Total Ret.

21.2%

23.0%

CAGR

12.8%

Income2–1

13.0%

Yield

6.0%

$108

Income

$50

2.16

Steadiness

0.68

Principal / NAV0–2

8.0%

NAV

8.6%

-11.8%

Max DD

-6.7%

Riskeven

8.2

Risk-Adj.

5.0

2.71

Sortino

2.30

12.6%

Volatility

7.7%

2.3

Safety

2.2

Holdings overlap

0% overlap

Growth Focused 703 only

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

Shared

No shared holdings

Rising Income 177 only

BIL 15%QDVO 13%SDIV 13%AMLP 10%BKLN 10%CGCP 10%DHS 10%DIV 10%AMRFX 10%

The risk-first read

Growth Focused 703 takes it on risk-adjusted return (8.2 vs 5.0), winning 6 of the 11 head-to-head stats. Rising Income 177's one edge is a lower 2.2 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.