{
  "page": "compare",
  "query": {
    "a": "AFALX",
    "b": "SWDSX"
  },
  "retrieved_at": "2026-07-07T17:28:59+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Applied Finance Dividend Fund",
    "ticker": "AFALX",
    "slug": "AFALX",
    "series_id": "S000049058",
    "html_url": "https://fundwatcher.app/funds/AFALX/"
  },
  "fund_b": {
    "name": "Schwab Dividend Equity Fund",
    "ticker": "SWDSX",
    "slug": "SWDSX",
    "series_id": "S000005515",
    "html_url": "https://fundwatcher.app/funds/SWDSX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2418913802553139588359816024",
    "coverage_b_by_a": "0.2418913802553139588359816024",
    "shared_count": 13,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-01-31"
    },
    "a_top": [
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        "name": "CISCO SYSTEMS INC",
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      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "966841.26",
        "weight": "0.03198090",
        "shared": false
      },
      {
        "name": "TARGET CORP",
        "value": "908120.25",
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      },
      {
        "name": "STATE STREET CORP",
        "value": "906035.52",
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      {
        "name": "OMEGA HEALTHCARE INVESTORS INC",
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      {
        "name": "HASBRO INC",
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      },
      {
        "name": "EATON CORP PLC",
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      },
      {
        "name": "CHEVRON CORP",
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      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "860111.00",
        "weight": "0.02845051",
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      },
      {
        "name": "JOHNSON&JOHNSON",
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        "name": "TRAVELERS COS IN",
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        "name": "VERIZON COMMUNICATIONS INC",
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      },
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        "name": "TRUIST FINL CORP",
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        "name": "Novartis AG",
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        "name": "PACCAR INC",
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        "name": "SEMPRA ENERGY",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
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      {
        "name": "NORFOLK SOUTHERN CORP",
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        "name": "MICROSOFT CORP",
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      {
        "name": "DARDEN RESTAURANTS INC",
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      {
        "name": "FOX CORP CL A",
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        "name": "AMERIPRISE FINANCIAL INC",
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        "name": "ABBVIE INC",
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      {
        "name": "UGI CORP NEW",
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      {
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      {
        "name": "UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT",
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      {
        "name": "LYONDELLBASELL-A",
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      {
        "name": "PRUDENTL FINL",
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      {
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      {
        "name": "MOLSON COORS BEVERAGE CO B",
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      {
        "name": "HP INC",
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      {
        "name": "ABBOTT LABS",
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      {
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      {
        "name": "MONEY MARKET FUND",
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    ],
    "b_top": [
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      },
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        "name": "EXXON MOBIL CORP",
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        "name": "BROADCOM INC",
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      {
        "name": "PHILIP MORRIS INTL INC",
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        "name": "COCA-COLA CO/THE",
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      {
        "name": "LOCKHEED MARTIN CORP",
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      {
        "name": "INTL BUS MACH CORP",
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        "name": "BLACKROCK INC",
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        "name": "MICROSOFT CORP",
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        "name": "DUKE ENERGY CORP NEW",
        "value": "15472125.00",
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      {
        "name": "ALPHABET INC CL A",
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      {
        "name": "CHEVRON CORP",
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        "name": "MCDONALDS CORP",
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        "name": "VERIZON COMMUNICATIONS INC",
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        "name": "PARKER HANNIFIN CORP",
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        "name": "NEXTERA ENERGY INC",
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        "name": "MEDTRONIC PLC",
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        "name": "FIDELITY NATL INFORM SVCS INC",
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      {
        "name": "ABBOTT LABS",
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      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
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        "name": "COMCAST CORP CL A",
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        "name": "ELEVANCE HEALTH INC",
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        "name": "CATERPILLAR INC",
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        "name": "TEXAS INSTRUMENTS INC",
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      {
        "name": "FASTENAL CO",
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      },
      {
        "name": "ACCENTURE PLC CL A",
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      {
        "name": "ALTRIA GROUP INC",
        "value": "5269150.00",
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      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
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      },
      {
        "name": "PROGRESSIVE CORP OHIO",
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      },
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        "name": "LAMAR ADVERTISING CO CL A",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001396092-26-000343",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1396092/000139609226000343/0001396092-26-000343-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-030039",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030039/0001410368-26-030039-index.htm"
    }
  ]
}