Growth Focused 703 vs Risk Seeker 696

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

Growth Focused 703

Medium riskHigh reward

13.0%

yield · $109/mo per $10k

WinnerRisk Seeker 696

Medium riskHigh reward

16.6%

yield · $138/mo per $10k

Risk Seeker 696 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Growth Focused 703Risk Seeker 696Distributions reinvested · hypothetical, fixed weights

Total Return0–2

39.2%

Total Ret.

42.7%

23.0%

CAGR

25.0%

Income0–3

13.0%

Yield

16.6%

$109

Income

$138

2.16

Steadiness

1.70

Principal / NAV2–0

8.0%

NAV

6.9%

-11.8%

Max DD

-13.2%

Riskeven

8.3

Risk-Adj.

8.8

2.71

Sortino

2.78

12.6%

Volatility

13.6%

2.3

Safety

2.6

Holdings overlap

85% overlap

Growth Focused 703 only

AMEFX 15%

Shared

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

Risk Seeker 696 only

—

The risk-first read

Risk Seeker 696 takes it on risk-adjusted return (8.8 vs 8.3), winning 7 of the 11 head-to-head stats. Growth Focused 703's one edge is a lower 2.3 risk tier — worth it only if that's specifically what you're after.

Get one battle like this in your inbox every week

The Dividend Brief — free, risk-first, 2-min read.

Run your own matchups

Filter 30 portfolios by risk and reward and let the data crown a champion.

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.