{
  "page": "compare",
  "query": {
    "a": "CDGIX",
    "b": "SWDSX"
  },
  "retrieved_at": "2026-07-07T18:48:13+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": "CRAWFORD LARGE CAP DIVIDEND FUND",
    "ticker": "CDGIX",
    "slug": "CDGIX",
    "series_id": "S000000534",
    "html_url": "https://fundwatcher.app/funds/CDGIX/"
  },
  "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": "0.2692463278171376218604493767",
    "coverage_b_by_a": "0.2692463278171376218604493767",
    "shared_count": 15,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "MICROSOFT CORP",
        "value": "3375950.40",
        "weight": "0.05928741",
        "shared": true
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "2994552.00",
        "weight": "0.05258941",
        "shared": false
      },
      {
        "name": "JOHNSON CONTROLS",
        "value": "2828520.00",
        "weight": "0.04967360",
        "shared": false
      },
      {
        "name": "AstraZeneca PLC ORD USD0.25",
        "value": "2465250.00",
        "weight": "0.04329397",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "2283645.00",
        "weight": "0.04010468",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "2273425.00",
        "weight": "0.03992520",
        "shared": true
      },
      {
        "name": "TE CONNECTIVITY",
        "value": "2090200.00",
        "weight": "0.03670745",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "1989741.60",
        "weight": "0.03494323",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "1962090.00",
        "weight": "0.03445762",
        "shared": true
      },
      {
        "name": "MONEY MARKET FUND",
        "value": "1789602.75",
        "weight": "0.03142846",
        "shared": false
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "1733000.00",
        "weight": "0.03043442",
        "shared": false
      },
      {
        "name": "BLACKROCK INC",
        "value": "1634907.00",
        "weight": "0.02871174",
        "shared": true
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "1621069.00",
        "weight": "0.02846872",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "1543200.00",
        "weight": "0.02710121",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "1526312.00",
        "weight": "0.02680462",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "1450404.90",
        "weight": "0.02547157",
        "shared": true
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "1409700.00",
        "weight": "0.02475672",
        "shared": false
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "1403622.00",
        "weight": "0.02464998",
        "shared": false
      },
      {
        "name": "WEC ENERGY GROUP INC",
        "value": "1389240.00",
        "weight": "0.02439741",
        "shared": false
      },
      {
        "name": "WILLIS TOWERS WA",
        "value": "1380243.60",
        "weight": "0.02423942",
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      },
      {
        "name": "QUEST DIAGNOSTICS INC",
        "value": "1371860.00",
        "weight": "0.02409219",
        "shared": false
      },
      {
        "name": "CSX CORP",
        "value": "1231500.00",
        "weight": "0.02162723",
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      },
      {
        "name": "UNITED PARCEL SERVICE INC CL B",
        "value": "1180560.00",
        "weight": "0.02073263",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "1141076.00",
        "weight": "0.02003923",
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      },
      {
        "name": "OMNICOM GROUP INC",
        "value": "1118353.50",
        "weight": "0.01964018",
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      },
      {
        "name": "ACCENTURE PLC-A",
        "value": "1068783.10",
        "weight": "0.01876964",
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      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "1040450.00",
        "weight": "0.01827206",
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      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "1005833.50",
        "weight": "0.01766414",
        "shared": false
      },
      {
        "name": "GENUINE PARTS CO",
        "value": "996165.00",
        "weight": "0.01749435",
        "shared": true
      },
      {
        "name": "MARSH & MCLENNAN",
        "value": "979992.50",
        "weight": "0.01721033",
        "shared": false
      },
      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "975136.00",
        "weight": "0.01712504",
        "shared": false
      },
      {
        "name": "MONDELEZ INTL INC",
        "value": "913594.00",
        "weight": "0.01604426",
        "shared": false
      },
      {
        "name": "CFD_EQS GOLDUS33 2256908",
        "value": "881010.00",
        "weight": "0.01547203",
        "shared": false
      },
      {
        "name": "ROSS STORES INC",
        "value": "866520.00",
        "weight": "0.01521756",
        "shared": false
      },
      {
        "name": "AMERICAN ELECTRIC POWER CO INC",
        "value": "747156.00",
        "weight": "0.01312133",
        "shared": false
      },
      {
        "name": "SAP SE",
        "value": "684840.00",
        "weight": "0.01202695",
        "shared": false
      },
      {
        "name": "PAYCHEX INC",
        "value": "644840.00",
        "weight": "0.01132448",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "588320.00",
        "weight": "0.01033190",
        "shared": true
      },
      {
        "name": "STRYKER CORP",
        "value": "361449.00",
        "weight": "0.00634766",
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      }
    ],
    "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": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "21210000.00",
        "weight": "0.03451197",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "19878000.00",
        "weight": "0.03234460",
        "shared": false
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "18841200.00",
        "weight": "0.03065757",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "18328450.00",
        "weight": "0.02982324",
        "shared": true
      },
      {
        "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": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "15490440.00",
        "weight": "0.02520536",
        "shared": true
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "15472125.00",
        "weight": "0.02517556",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "15210000.00",
        "weight": "0.02474904",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "15036500.00",
        "weight": "0.02446673",
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      },
      {
        "name": "ABBVIE INC",
        "value": "13380600.00",
        "weight": "0.02177232",
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      },
      {
        "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",
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      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "12165920.00",
        "weight": "0.01979585",
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      },
      {
        "name": "TJX COS INC",
        "value": "11984800.00",
        "weight": "0.01950114",
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      },
      {
        "name": "CISCO SYSTEMS INC",
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        "weight": "0.01911583",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "11438000.00",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "11293888.50",
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      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "8790000.00",
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      },
      {
        "name": "MEDTRONIC PLC",
        "value": "8751600.00",
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      },
      {
        "name": "RTX CORP",
        "value": "8639990.00",
        "weight": "0.01405861",
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      {
        "name": "FIDELITY NATL INFORM SVCS INC",
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      },
      {
        "name": "VISA INC-CLASS A",
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      },
      {
        "name": "ALLSTATE CORPORATION",
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      },
      {
        "name": "KINDER MORGAN INC",
        "value": "7927400.00",
        "weight": "0.01289911",
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      },
      {
        "name": "ABBOTT LABS",
        "value": "7869600.00",
        "weight": "0.01280506",
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      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "7815500.00",
        "weight": "0.01271704",
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      },
      {
        "name": "COMCAST CORP CL A",
        "value": "7735000.00",
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      },
      {
        "name": "ELEVANCE HEALTH INC",
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        "weight": "0.01125146",
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      },
      {
        "name": "PUBLIC STORAGE",
        "value": "6904750.00",
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      },
      {
        "name": "APPLE INC",
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      },
      {
        "name": "EOG RESOURCES INC",
        "value": "6727800.00",
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      },
      {
        "name": "TRUIST FINL CORP",
        "value": "6684600.00",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "6573600.00",
        "weight": "0.01069627",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "6466500.00",
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      },
      {
        "name": "BECTON DICKINSON and CO",
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      },
      {
        "name": "EVERSOURCE ENERGY",
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        "weight": "0.00899882",
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      },
      {
        "name": "MERCK & CO",
        "value": "5513500.00",
        "weight": "0.00897132",
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      },
      {
        "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": "0000910472-26-008681",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1199046/000091047226008681/0000910472-26-008681-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"
    }
  ]
}