{
  "page": "compare",
  "query": {
    "a": "ARDEX",
    "b": "MNDFX"
  },
  "retrieved_at": "2026-07-07T16:45:18+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": "AMG River Road Dividend All Cap Value Fund",
    "ticker": "ARDEX",
    "slug": "ARDEX",
    "series_id": "S000001129",
    "html_url": "https://fundwatcher.app/funds/ARDEX/"
  },
  "fund_b": {
    "name": "Disciplined Value Series",
    "ticker": "MNDFX",
    "slug": "MNDFX",
    "series_id": "S000023800",
    "html_url": "https://fundwatcher.app/funds/MNDFX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1891021757278318016518264585",
    "coverage_b_by_a": "0.1891021757278318016518264585",
    "shared_count": 20,
    "as_of": {
      "a": "2026-01-30",
      "b": "2026-04-30"
    },
    "a_top": [
      {
        "name": "ROYALTY PHARMA PLC",
        "value": "2554900.64",
        "weight": "0.03772901",
        "shared": false
      },
      {
        "name": "WILLIAMS COS INC",
        "value": "2519828.64",
        "weight": "0.03721109",
        "shared": false
      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "2495154.20",
        "weight": "0.03684672",
        "shared": true
      },
      {
        "name": "CHUBB LTD",
        "value": "1992018.60",
        "weight": "0.02941676",
        "shared": true
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "1746992.00",
        "weight": "0.02579837",
        "shared": true
      },
      {
        "name": "KINDER MORGAN INC",
        "value": "1739881.36",
        "weight": "0.02569337",
        "shared": false
      },
      {
        "name": "UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT",
        "value": "1681382.56",
        "weight": "0.02482950",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "1610269.55",
        "weight": "0.02377935",
        "shared": true
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "1509281.10",
        "weight": "0.02228802",
        "shared": false
      },
      {
        "name": "AXIS CAPITAL HOLDINGS LTD",
        "value": "1472481.78",
        "weight": "0.02174460",
        "shared": false
      },
      {
        "name": "KROGER CO",
        "value": "1465662.00",
        "weight": "0.02164389",
        "shared": true
      },
      {
        "name": "AMERICAN TOWER CORP",
        "value": "1463462.64",
        "weight": "0.02161141",
        "shared": false
      },
      {
        "name": "INTL FLVR & FRAG",
        "value": "1452187.62",
        "weight": "0.02144491",
        "shared": true
      },
      {
        "name": "STARBUCKS CORP",
        "value": "1419708.00",
        "weight": "0.02096527",
        "shared": false
      },
      {
        "name": "GENUINE PARTS CO",
        "value": "1384896.36",
        "weight": "0.02045120",
        "shared": true
      },
      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "1384572.50",
        "weight": "0.02044641",
        "shared": false
      },
      {
        "name": "Enterprise Products Partners LP",
        "value": "1351463.61",
        "weight": "0.01995748",
        "shared": false
      },
      {
        "name": "BECTON DICKINSON and CO",
        "value": "1336660.12",
        "weight": "0.01973888",
        "shared": true
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "1333722.30",
        "weight": "0.01969549",
        "shared": false
      },
      {
        "name": "RESTAURANT BRANDS INTERNATIONAL INC",
        "value": "1333703.91",
        "weight": "0.01969522",
        "shared": false
      },
      {
        "name": "IDACORP INC",
        "value": "1325244.20",
        "weight": "0.01957029",
        "shared": false
      },
      {
        "name": "SALESFORCE INC",
        "value": "1240198.18",
        "weight": "0.01831439",
        "shared": false
      },
      {
        "name": "MCGRATH RENTCORP",
        "value": "1234732.95",
        "weight": "0.01823369",
        "shared": false
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "1218111.30",
        "weight": "0.01798823",
        "shared": false
      },
      {
        "name": "NORTHWESTERN ENERGY GROUP INC",
        "value": "1209875.94",
        "weight": "0.01786661",
        "shared": false
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "1118969.28",
        "weight": "0.01652417",
        "shared": true
      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "1110715.32",
        "weight": "0.01640228",
        "shared": true
      },
      {
        "name": "MID AMERICA APT CMNTY INC",
        "value": "1094813.60",
        "weight": "0.01616745",
        "shared": false
      },
      {
        "name": "EXPEDITORS INTL OF WASH INC",
        "value": "1010759.84",
        "weight": "0.01492621",
        "shared": true
      },
      {
        "name": "WARNER MUSIC GRP CORP CL A",
        "value": "977318.02",
        "weight": "0.01443236",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "970480.71",
        "weight": "0.01433139",
        "shared": false
      },
      {
        "name": "EOG RESOURCES INC",
        "value": "949965.36",
        "weight": "0.01402843",
        "shared": true
      },
      {
        "name": "RPM INTL INC",
        "value": "940071.44",
        "weight": "0.01388233",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "932650.24",
        "weight": "0.01377274",
        "shared": false
      },
      {
        "name": "PAYCOM SOFTWARE INC",
        "value": "904981.00",
        "weight": "0.01336414",
        "shared": false
      },
      {
        "name": "AMGEN INC",
        "value": "886152.96",
        "weight": "0.01308610",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "881558.53",
        "weight": "0.01301825",
        "shared": true
      },
      {
        "name": "Smith & Nephew PLC ADR EACH REPR 2 ORD",
        "value": "874461.96",
        "weight": "0.01291345",
        "shared": false
      },
      {
        "name": "MLP",
        "value": "865913.85",
        "weight": "0.01278722",
        "shared": false
      },
      {
        "name": "AVNET INC",
        "value": "859047.91",
        "weight": "0.01268583",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "825000.00",
        "weight": "0.01218303",
        "shared": false
      },
      {
        "name": "AES CORP",
        "value": "779804.85",
        "weight": "0.01151562",
        "shared": false
      },
      {
        "name": "HPE 7 5/8",
        "value": "776689.11",
        "weight": "0.01146961",
        "shared": false
      },
      {
        "name": "PHILLIPS 66",
        "value": "775080.44",
        "weight": "0.01144585",
        "shared": false
      },
      {
        "name": "WATSCO INC",
        "value": "769035.50",
        "weight": "0.01135659",
        "shared": false
      },
      {
        "name": "Dole Public Limited Company",
        "value": "762011.55",
        "weight": "0.01125286",
        "shared": false
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "732524.10",
        "weight": "0.01081741",
        "shared": true
      },
      {
        "name": "LENNAR CORP CL B",
        "value": "728464.44",
        "weight": "0.01075746",
        "shared": false
      },
      {
        "name": "FIDELITY NATIONAL FINL INC",
        "value": "718981.41",
        "weight": "0.01061742",
        "shared": false
      },
      {
        "name": "APTARGROUP INC",
        "value": "705217.80",
        "weight": "0.01041417",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "MERCK & CO",
        "value": "5234635.10",
        "weight": "0.03546682",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "5026302.16",
        "weight": "0.03405528",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "4898306.52",
        "weight": "0.03318805",
        "shared": false
      },
      {
        "name": "QUALCOMM INC",
        "value": "4667822.94",
        "weight": "0.03162643",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "4473100.72",
        "weight": "0.03030711",
        "shared": false
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "3771201.32",
        "weight": "0.02555145",
        "shared": false
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "3713025.60",
        "weight": "0.02515729",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "3667458.00",
        "weight": "0.02484855",
        "shared": true
      },
      {
        "name": "BRISTOL-MYERS SQUIBB CO",
        "value": "3187336.95",
        "weight": "0.02159553",
        "shared": true
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "2920975.36",
        "weight": "0.01979082",
        "shared": true
      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "2795560.53",
        "weight": "0.01894108",
        "shared": true
      },
      {
        "name": "FEDEX CORP",
        "value": "2759850.33",
        "weight": "0.01869913",
        "shared": false
      },
      {
        "name": "CHUBB LTD",
        "value": "2566296.00",
        "weight": "0.01738772",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "2502707.70",
        "weight": "0.01695688",
        "shared": false
      },
      {
        "name": "US BANCORP DEL",
        "value": "2488337.22",
        "weight": "0.01685951",
        "shared": false
      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "2380971.00",
        "weight": "0.01613206",
        "shared": true
      },
      {
        "name": "SLB LTD",
        "value": "2373488.64",
        "weight": "0.01608137",
        "shared": false
      },
      {
        "name": "EOG RESOURCES INC",
        "value": "2341755.63",
        "weight": "0.01586636",
        "shared": true
      },
      {
        "name": "ELEVANCE HEALTH INC",
        "value": "2243086.78",
        "weight": "0.01519784",
        "shared": false
      },
      {
        "name": "TRAVELERS COS IN",
        "value": "2120417.86",
        "weight": "0.01436671",
        "shared": false
      },
      {
        "name": "TRUIST FINL CORP",
        "value": "1997170.00",
        "weight": "0.01353165",
        "shared": false
      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "1950560.28",
        "weight": "0.01321585",
        "shared": false
      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "1921764.60",
        "weight": "0.01302075",
        "shared": false
      },
      {
        "name": "PFIZER INC",
        "value": "1892522.70",
        "weight": "0.01282262",
        "shared": false
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "1847832.48",
        "weight": "0.01251983",
        "shared": false
      },
      {
        "name": "CUMMINS INC",
        "value": "1777505.49",
        "weight": "0.01204334",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "1690318.89",
        "weight": "0.01145261",
        "shared": false
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "1688277.41",
        "weight": "0.01143878",
        "shared": false
      },
      {
        "name": "BAKER HUGHES CO",
        "value": "1644490.68",
        "weight": "0.01114211",
        "shared": false
      },
      {
        "name": "OCCIDENTAL PETROLEUM CORP",
        "value": "1615971.50",
        "weight": "0.01094888",
        "shared": false
      },
      {
        "name": "DREY-GVT CSH-I",
        "value": "1598592.28",
        "weight": "0.01083112",
        "shared": false
      },
      {
        "name": "HARTFORD INSURANCE GROUP INC/THE",
        "value": "1458257.79",
        "weight": "0.00988030",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "1453111.70",
        "weight": "0.00984543",
        "shared": true
      },
      {
        "name": "BECTON DICKINSON and CO",
        "value": "1364759.28",
        "weight": "0.00924681",
        "shared": true
      },
      {
        "name": "FIFTH THIRD BANCORP",
        "value": "1354784.40",
        "weight": "0.00917923",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "1333217.88",
        "weight": "0.00903310",
        "shared": true
      },
      {
        "name": "FREEPORT MCMORAN INC",
        "value": "1291614.12",
        "weight": "0.00875122",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1271706.48",
        "weight": "0.00861634",
        "shared": false
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "1253172.69",
        "weight": "0.00849076",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "1227081.60",
        "weight": "0.00831399",
        "shared": false
      },
      {
        "name": "COTERRA ENERGY INC",
        "value": "1168619.13",
        "weight": "0.00791788",
        "shared": false
      },
      {
        "name": "LAS VEGAS SANDS CORP",
        "value": "1149158.23",
        "weight": "0.00778602",
        "shared": false
      },
      {
        "name": "HALLIBURTON CO",
        "value": "1131398.10",
        "weight": "0.00766569",
        "shared": false
      },
      {
        "name": "HUNTINGTON BANCSHARES INC",
        "value": "1120992.60",
        "weight": "0.00759519",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "1112294.58",
        "weight": "0.00753626",
        "shared": false
      },
      {
        "name": "KROGER CO",
        "value": "1105933.29",
        "weight": "0.00749316",
        "shared": true
      },
      {
        "name": "MONDELEZ INTL INC",
        "value": "1085583.36",
        "weight": "0.00735528",
        "shared": false
      },
      {
        "name": "COGNIZANT TECH SOLUTIONS CL A",
        "value": "1074187.40",
        "weight": "0.00727806",
        "shared": false
      },
      {
        "name": "COLGATE-PALMOLIVE CO",
        "value": "1072036.24",
        "weight": "0.00726349",
        "shared": false
      },
      {
        "name": "DEVON ENERGY CORP",
        "value": "1058119.26",
        "weight": "0.00716920",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-26-012081",
      "as_of": "2026-01-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/912036/000094040026012081/0000940400-26-012081-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-025011",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/751173/000094040026025011/0000940400-26-025011-index.htm"
    }
  ]
}