{
  "page": "compare",
  "query": {
    "a": "CAPAX",
    "b": "FXAIX"
  },
  "retrieved_at": "2026-07-07T14:56:10+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": "Federated Hermes Capital Income Fund",
    "ticker": "CAPAX",
    "slug": "CAPAX",
    "series_id": "S000009073",
    "html_url": "https://fundwatcher.app/funds/CAPAX/"
  },
  "fund_b": {
    "name": "Fidelity 500 Index Fund",
    "ticker": "FXAIX",
    "slug": "FXAIX",
    "series_id": "S000006027",
    "html_url": "https://fundwatcher.app/funds/FXAIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2587699139999878224416661201",
    "coverage_b_by_a": "0.2587699139999878224416661202",
    "shared_count": 80,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-02-28"
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    "a_top": [
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        "name": "FED HIGH YLD BOND PORT",
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      },
      {
        "name": "FEDERATED CORE TR MUTUAL FUND",
        "value": "87713098.87",
        "weight": "0.13082736",
        "shared": false
      },
      {
        "name": "FEDERATED CORE TR MTG CORE PORTFOLIO",
        "value": "81253674.07",
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      },
      {
        "name": "FEDERATED CORE TR FEDERATED BANK LOAN CORE FUND",
        "value": "22481625.38",
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      },
      {
        "name": "US TREASURY N/B",
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      },
      {
        "name": "US TREASURY N/B",
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      },
      {
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      {
        "name": "APPLE INC",
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      },
      {
        "name": "JPMORGAN CHASE BANK, NATIONAL",
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      },
      {
        "name": "MICROSOFT CORP",
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      },
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      },
      {
        "name": "BROADCOM INC",
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      {
        "name": "JPMORGAN CHASE and CO",
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      {
        "name": "JPMorgan Chase Bank NA",
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        "name": "CENTERPOINT ENERGY INC",
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      },
      {
        "name": "ALPHABET INC CL A",
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        "name": "PARKER HANNIFIN CORP",
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        "name": "AT&T INC",
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      {
        "name": "EXXON MOBIL CORP",
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      {
        "name": "NEXTERA ENERGY INC PREFFERD STOCK",
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      {
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      },
      {
        "name": "Federated Hermes Government Obligations Tax-Managed Fund, Institutional Class",
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      {
        "name": "ASTRAZENECA PLC",
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      {
        "name": "CHEVRON CORP",
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      {
        "name": "CITIZENS FINANCIAL GROUP INC",
        "value": "3920174.70",
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      {
        "name": "HPE 7 5/8",
        "value": "3851107.00",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "3747216.00",
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      {
        "name": "VISA INC-CLASS A",
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      {
        "name": "APPLIED MATERIALS INC",
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      {
        "name": "LINDE PLC",
        "value": "3670878.00",
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      {
        "name": "META PLATFORMS INC CL A",
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      {
        "name": "CITIGROUP INC",
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        "name": "ABBVIE INC",
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        "name": "PROCTER & GAMBLE",
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        "name": "INTERCONTINENTAL EXCHANGE INC",
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        "name": "MCKESSON CORP",
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        "name": "PHILIP MORRIS INTL INC",
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        "name": "ALBEMARLE CORP PFD",
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      {
        "name": "Whirlpool Corp",
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        "name": "ALPHABET INC CL C",
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      {
        "name": "TESLA INC",
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      {
        "name": "BERKSHIRE HATH-B",
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      {
        "name": "MERCK & CO",
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        "name": "LAM RESEARCH CORP",
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      {
        "name": "PHILIP MORRIS INTL INC",
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      {
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        "name": "AMGEN INC",
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      {
        "name": "INTEL CORP",
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      {
        "name": "ABBOTT LABS",
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      {
        "name": "MORGAN STANLEY",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000789281-26-000031",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/789281/000078928126000031/0000789281-26-000031-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000035402-26-002559",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/819118/000003540226002559/0000035402-26-002559-index.htm"
    }
  ]
}