{
  "page": "compare",
  "query": {
    "a": "CAPAX",
    "b": "S000000043"
  },
  "retrieved_at": "2026-07-07T18:00:58+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": "Index 500 Stock Portfolio",
    "ticker": "",
    "slug": "S000000043",
    "series_id": "S000000043",
    "html_url": "https://fundwatcher.app/funds/S000000043/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2587914602950867031335598357",
    "coverage_b_by_a": "0.2587914602950867031335598356",
    "shared_count": 80,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-03-31"
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      },
      {
        "name": "FEDERATED CORE TR MUTUAL FUND",
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      },
      {
        "name": "FEDERATED CORE TR MTG CORE PORTFOLIO",
        "value": "81253674.07",
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      },
      {
        "name": "FEDERATED CORE TR FEDERATED BANK LOAN CORE FUND",
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      },
      {
        "name": "US TREASURY N/B",
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      {
        "name": "US TREASURY N/B",
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      },
      {
        "name": "US TREASURY N/B",
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      },
      {
        "name": "APPLE INC",
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      },
      {
        "name": "JPMORGAN CHASE BANK, NATIONAL",
        "value": "9693243.56",
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      },
      {
        "name": "MICROSOFT CORP",
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        "name": "NVIDIA CORP",
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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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      },
      {
        "name": "Federated Hermes Government Obligations Tax-Managed Fund, Institutional Class",
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      {
        "name": "ASTRAZENECA PLC",
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        "name": "COCA-COLA CO/THE",
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      },
      {
        "name": "CHEVRON CORP",
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      },
      {
        "name": "CITIZENS FINANCIAL GROUP INC",
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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",
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        "name": "META PLATFORMS INC CL A",
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      {
        "name": "US TREASURY N/B",
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      {
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      {
        "name": "CITIGROUP INC",
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      {
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        "name": "PROCTER & GAMBLE",
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      {
        "name": "WASTE MANAGEMENT INC",
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      {
        "name": "RTX CORP",
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        "name": "AMERICAN EXPRESS CO",
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        "name": "AMAZON.COM INC",
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      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "2737031.88",
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        "name": "MCKESSON CORP",
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      {
        "name": "PHILIP MORRIS INTL INC",
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        "name": "FREEPORT MCMORAN INC",
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        "name": "ALBEMARLE CORP PFD",
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      {
        "name": "Whirlpool Corp",
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        "name": "MOTOROLA SOLUTIONS INC",
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        "name": "ALPHABET INC CL A",
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      {
        "name": "ALPHABET INC CL C",
        "value": "169908612.30",
        "weight": "0.02400002",
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      {
        "name": "META PLATFORMS INC CL A",
        "value": "158377026.60",
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      {
        "name": "TESLA INC",
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      {
        "name": "BERKSHIRE HATH-B",
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      {
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        "name": "LILLY ELI and CO",
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      {
        "name": "EXXON MOBIL CORP",
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      {
        "name": "MASTERCARD INC CL A",
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        "name": "CISCO SYSTEMS INC",
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        "name": "GENERAL ELECTRIC CO",
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      {
        "name": "COCA-COLA CO/THE",
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        "name": "APPLIED MATERIALS INC",
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      {
        "name": "LAM RESEARCH CORP",
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      {
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        "name": "PHILIP MORRIS INTL INC",
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        "name": "GOLDMAN SACHS GROUP INC",
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      {
        "name": "ORACLE CORP",
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        "name": "INTL BUS MACH CORP",
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      {
        "name": "PEPSICO INC",
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      {
        "name": "INTEL CORP",
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      {
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      {
        "name": "CITIGROUP INC",
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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": "0001410368-26-053263",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/742212/000141036826053263/0001410368-26-053263-index.htm"
    }
  ]
}