Monthly Payday 272 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

WinnerMonthly Payday 272

Medium riskMedium reward

7.3%

yield · $61/mo per $10k

Rising Income 177

Medium riskMedium reward

6.0%

yield · $50/mo per $10k

Monthly Payday 272 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Monthly Payday 272Rising Income 177Distributions reinvested · hypothetical, fixed weights

Total Return2–0

22.0%

Total Ret.

21.2%

13.2%

CAGR

12.8%

Income2–1

7.3%

Yield

6.0%

$61

Income

$50

1.62

Steadiness

0.68

Principal / NAV0–2

5.5%

NAV

8.6%

-9.4%

Max DD

-6.7%

Risk0–4

3.9

Risk-Adj.

5.0

2.03

Sortino

2.30

9.3%

Volatility

7.7%

2.3

Safety

2.2

Holdings overlap

40% overlap

Monthly Payday 272 only

FPE 10%ANCFX 10%CAIBX 10%XPAY 10%VRP 10%BIZD 10%

Shared

QDVO 10%BIL 10%AMRFX 10%AMLP 10%

Rising Income 177 only

SDIV 13%BKLN 10%CGCP 10%DHS 10%DIV 10%

The risk-first read

Rising Income 177 takes it on risk-adjusted return (5.0 vs 3.9), winning 7 of the 11 head-to-head stats. Monthly Payday 272's one edge is a higher 7.3% yield — 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.