Working on the non 2 stroke proviso, there is no real dilemma, you just need to find a work around. Does your hull have pods like some of the other cats? If so you may find a solution in increasing bouyancy with larger pods to counteract the heavier engines.
Do 4 strokes have more "punch" - they certainly have a different feel to their power delivery but these days it's not as noticable as it once was. That said at the end of the day, "x" horsepower is "x" horsepower and a small displacement 4 stroke like the Yamaha f70, as good an engine as it is, will be reving hard to push a heavier boat and thus be heavy on fuel. To get the best results for fuel economy from a four stroke, picking the highest horsepower your hull can carry to allow a good cruise speed at roughly 3500 rpm is a good basic rule of thumb. Pretty much all the fuel curve test results I have seen have economy falling away from this point give or take a few hundred rpm. As such, the 115 Mercs would be my pick of the options given provided they fall within hull ratings and you can find a way to carry the extra weight.