{
  "page": "compare",
  "query": {
    "a": "AMFEX",
    "b": "SWDSX"
  },
  "retrieved_at": "2026-07-07T17:53:20+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": "AAMA EQUITY FUND",
    "ticker": "AMFEX",
    "slug": "AMFEX",
    "series_id": "S000057997",
    "html_url": "https://fundwatcher.app/funds/AMFEX/"
  },
  "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": "0.2947459120017748456887044401",
    "coverage_b_by_a": "0.2947459120017748456887044401",
    "shared_count": 16,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "Vanguard S&P 500 ETF",
        "value": "51150280.00",
        "weight": "0.13681862",
        "shared": false
      },
      {
        "name": "iShares Core S&P 500 ETF",
        "value": "37232970.00",
        "weight": "0.09959209",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "24926902.50",
        "weight": "0.06667538",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "15608720.00",
        "weight": "0.04175077",
        "shared": true
      },
      {
        "name": "FREEPORT MCMORAN INC",
        "value": "14695000.00",
        "weight": "0.03930672",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "11930880.00",
        "weight": "0.03191315",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "11733120.00",
        "weight": "0.03138417",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "11039817.00",
        "weight": "0.02952970",
        "shared": false
      },
      {
        "name": "WW GRAINGER INC",
        "value": "11017181.00",
        "weight": "0.02946915",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "10927280.00",
        "weight": "0.02922868",
        "shared": true
      },
      {
        "name": "EMERSON ELECTRIC CO",
        "value": "10271968.00",
        "weight": "0.02747583",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "10210844.00",
        "weight": "0.02731233",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "9620850.00",
        "weight": "0.02573420",
        "shared": true
      },
      {
        "name": "AT&T INC",
        "value": "9566700.00",
        "weight": "0.02558935",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "9429888.00",
        "weight": "0.02522340",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "9007658.40",
        "weight": "0.02409401",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "8997264.00",
        "weight": "0.02406621",
        "shared": false
      },
      {
        "name": "T-MOBILE US INC",
        "value": "8992434.45",
        "weight": "0.02405329",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "8854216.00",
        "weight": "0.02368358",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "7588485.00",
        "weight": "0.02029795",
        "shared": true
      },
      {
        "name": "KROGER CO",
        "value": "7416900.00",
        "weight": "0.01983899",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "7029983.00",
        "weight": "0.01880405",
        "shared": true
      },
      {
        "name": "FIRST AM-UT MM-Z",
        "value": "6877977.02",
        "weight": "0.01839746",
        "shared": false
      },
      {
        "name": "QUALCOMM INC",
        "value": "6554902.00",
        "weight": "0.01753329",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "6154238.00",
        "weight": "0.01646158",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "5591130.00",
        "weight": "0.01495536",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "5546226.00",
        "weight": "0.01483525",
        "shared": false
      },
      {
        "name": "AMGEN INC",
        "value": "5277750.00",
        "weight": "0.01411712",
        "shared": false
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "4803876.00",
        "weight": "0.01284958",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "4246536.00",
        "weight": "0.01135879",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "4099656.00",
        "weight": "0.01096591",
        "shared": false
      },
      {
        "name": "NORFOLK SOUTHERN CORP",
        "value": "4075400.00",
        "weight": "0.01090103",
        "shared": false
      },
      {
        "name": "AMERICAN ELECTRIC POWER CO INC",
        "value": "3014840.00",
        "weight": "0.00806420",
        "shared": false
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "2487860.00",
        "weight": "0.00665462",
        "shared": true
      },
      {
        "name": "SOUTHERN CO",
        "value": "2413000.00",
        "weight": "0.00645438",
        "shared": false
      },
      {
        "name": "PUB SERV ENTERP",
        "value": "2023750.00",
        "weight": "0.00541320",
        "shared": false
      },
      {
        "name": "UNITED PARCEL SERVICE INC CL B",
        "value": "1967600.00",
        "weight": "0.00526301",
        "shared": false
      },
      {
        "name": "EXELON CORP",
        "value": "1470600.00",
        "weight": "0.00393361",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "MORGAN STANLEY",
        "value": "23764000.00",
        "weight": "0.03866773",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "22941750.00",
        "weight": "0.03732980",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "22040900.00",
        "weight": "0.03586398",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "21210000.00",
        "weight": "0.03451197",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "19878000.00",
        "weight": "0.03234460",
        "shared": false
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "18841200.00",
        "weight": "0.03065757",
        "shared": false
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "18328450.00",
        "weight": "0.02982324",
        "shared": false
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "17123940.00",
        "weight": "0.02786332",
        "shared": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "16868500.00",
        "weight": "0.02744768",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "16432447.50",
        "weight": "0.02673815",
        "shared": true
      },
      {
        "name": "BLACKROCK INC",
        "value": "15665160.00",
        "weight": "0.02548965",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "15490440.00",
        "weight": "0.02520536",
        "shared": true
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "15472125.00",
        "weight": "0.02517556",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "15210000.00",
        "weight": "0.02474904",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "15036500.00",
        "weight": "0.02446673",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "13380600.00",
        "weight": "0.02177232",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "12445140.00",
        "weight": "0.02025018",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "12285000.00",
        "weight": "0.01998961",
        "shared": false
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "12243000.00",
        "weight": "0.01992127",
        "shared": false
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "12165920.00",
        "weight": "0.01979585",
        "shared": false
      },
      {
        "name": "TJX COS INC",
        "value": "11984800.00",
        "weight": "0.01950114",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "11748000.00",
        "weight": "0.01911583",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "11438000.00",
        "weight": "0.01861141",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "11293888.50",
        "weight": "0.01837692",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "8790000.00",
        "weight": "0.01430270",
        "shared": false
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "8751600.00",
        "weight": "0.01424022",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "8639990.00",
        "weight": "0.01405861",
        "shared": true
      },
      {
        "name": "FIDELITY NATL INFORM SVCS INC",
        "value": "8563750.00",
        "weight": "0.01393455",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "8045750.00",
        "weight": "0.01309169",
        "shared": true
      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "7959600.00",
        "weight": "0.01295151",
        "shared": false
      },
      {
        "name": "KINDER MORGAN INC",
        "value": "7927400.00",
        "weight": "0.01289911",
        "shared": false
      },
      {
        "name": "ABBOTT LABS",
        "value": "7869600.00",
        "weight": "0.01280506",
        "shared": false
      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "7815500.00",
        "weight": "0.01271704",
        "shared": false
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "7735000.00",
        "weight": "0.01258605",
        "shared": false
      },
      {
        "name": "ELEVANCE HEALTH INC",
        "value": "6914800.00",
        "weight": "0.01125146",
        "shared": false
      },
      {
        "name": "PUBLIC STORAGE",
        "value": "6904750.00",
        "weight": "0.01123510",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "6746480.00",
        "weight": "0.01097757",
        "shared": true
      },
      {
        "name": "EOG RESOURCES INC",
        "value": "6727800.00",
        "weight": "0.01094718",
        "shared": false
      },
      {
        "name": "TRUIST FINL CORP",
        "value": "6684600.00",
        "weight": "0.01087688",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "6573600.00",
        "weight": "0.01069627",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "6466500.00",
        "weight": "0.01052200",
        "shared": true
      },
      {
        "name": "BECTON DICKINSON and CO",
        "value": "6307880.00",
        "weight": "0.01026390",
        "shared": false
      },
      {
        "name": "EVERSOURCE ENERGY",
        "value": "5530400.00",
        "weight": "0.00899882",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "5513500.00",
        "weight": "0.00897132",
        "shared": false
      },
      {
        "name": "FASTENAL CO",
        "value": "5376640.00",
        "weight": "0.00874863",
        "shared": false
      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "5272800.00",
        "weight": "0.00857967",
        "shared": false
      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "5269150.00",
        "weight": "0.00857373",
        "shared": false
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "5266350.00",
        "weight": "0.00856917",
        "shared": false
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "5200000.00",
        "weight": "0.00846121",
        "shared": false
      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "5132400.00",
        "weight": "0.00835121",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-008734",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/705318/000091047226008734/0000910472-26-008734-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"
    }
  ]
}