Battle Arena

Growth Focused 703 vs The Middle Path 859

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

The Middle Path 859
High riskHigh reward

15.1%

yield · $126/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Growth Focused 703The Middle Path 859Distributions reinvested · hypothetical, fixed weights
Total Return2–0
39.2%
Total Ret.
36.9%
23.0%
CAGR
21.8%
Income0–3
13.0%
Yield
15.1%
$108
Income
$126
2.16
Steadiness
0.74
Principal / NAV2–0
8.0%
NAV
7.9%
-11.8%
Max DD
-19.4%
Risk4–0
8.2
Risk-Adj.
5.7
2.71
Sortino
1.94
12.6%
Volatility
17.2%
2.3
Safety
3.5

Holdings overlap

0% overlap

Growth Focused 703 only

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

Shared

No shared holdings

The Middle Path 859 only

GPIQ 10%BIZD 10%QQQI 10%NVDL 10%TSLY 10%SRLN 10%SPYI 10%JEPQ 10%AMLP 8%FPE 8%BIL 5%

The risk-first read

Growth Focused 703 wins. The Middle Path 859 dangles a bigger 15.1% headline yield, but after NAV erosion its total return (36.9%) trails Growth Focused 703's 39.2% — and at a higher risk tier (3.5 vs 2.3). The classic yield trap.

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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.