{
  "page": "compare",
  "query": {
    "a": "CDIVX",
    "b": "GSRAX"
  },
  "retrieved_at": "2026-07-07T18:59:49+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": "Copeland Dividend Growth Fund",
    "ticker": "CDIVX",
    "slug": "CDIVX",
    "series_id": "S000030695",
    "html_url": "https://fundwatcher.app/funds/CDIVX/"
  },
  "fund_b": {
    "name": "Goldman Sachs Rising Dividend Growth Fund",
    "ticker": "GSRAX",
    "slug": "GSRAX",
    "series_id": "S000036119",
    "html_url": "https://fundwatcher.app/funds/GSRAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2133421119180698203739559111",
    "coverage_b_by_a": "0.2133421119180698203739559111",
    "shared_count": 19,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "NT-INST TRSR-PRM",
        "value": "904215.65",
        "weight": "0.03217801",
        "shared": false
      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "572358.24",
        "weight": "0.02036832",
        "shared": false
      },
      {
        "name": "HUNT J B TRANSPORT SERVICES IN",
        "value": "539177.10",
        "weight": "0.01918751",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "536828.24",
        "weight": "0.01910392",
        "shared": false
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "534906.43",
        "weight": "0.01903553",
        "shared": true
      },
      {
        "name": "NEW YORK TIMES CO CL A",
        "value": "533156.78",
        "weight": "0.01897327",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "532555.44",
        "weight": "0.01895187",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "527326.80",
        "weight": "0.01876580",
        "shared": true
      },
      {
        "name": "ROSS STORES INC",
        "value": "524382.00",
        "weight": "0.01866100",
        "shared": false
      },
      {
        "name": "WESCO INTL",
        "value": "517047.00",
        "weight": "0.01839998",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "510662.88",
        "weight": "0.01817279",
        "shared": false
      },
      {
        "name": "MOTOROLA SOLUTIONS INC",
        "value": "509748.82",
        "weight": "0.01814026",
        "shared": true
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "503907.00",
        "weight": "0.01793237",
        "shared": true
      },
      {
        "name": "NEXSTAR MEDIA GROUP INC",
        "value": "498023.68",
        "weight": "0.01772300",
        "shared": true
      },
      {
        "name": "PRICESMART INC",
        "value": "493083.18",
        "weight": "0.01754718",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "474731.46",
        "weight": "0.01689411",
        "shared": false
      },
      {
        "name": "VERTIV HOLDINGS CO",
        "value": "468997.60",
        "weight": "0.01669006",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "457615.65",
        "weight": "0.01628501",
        "shared": true
      },
      {
        "name": "WESTINGHOUSE AIR BRAKE TECH CORP",
        "value": "457161.40",
        "weight": "0.01626885",
        "shared": false
      },
      {
        "name": "CENCORA INC",
        "value": "442846.60",
        "weight": "0.01575943",
        "shared": false
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "436434.88",
        "weight": "0.01553126",
        "shared": false
      },
      {
        "name": "ENSIGN GROUP INC",
        "value": "432837.57",
        "weight": "0.01540324",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "432189.00",
        "weight": "0.01538016",
        "shared": true
      },
      {
        "name": "MARRIOTT INTL-A",
        "value": "428187.69",
        "weight": "0.01523777",
        "shared": false
      },
      {
        "name": "MONOLITHIC POWER SYS INC",
        "value": "415957.36",
        "weight": "0.01480253",
        "shared": true
      },
      {
        "name": "NRG ENERGY INC",
        "value": "414650.32",
        "weight": "0.01475602",
        "shared": true
      },
      {
        "name": "AMERICAN WATER WRKS COMPANY",
        "value": "413123.11",
        "weight": "0.01470167",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "411899.95",
        "weight": "0.01465814",
        "shared": true
      },
      {
        "name": "AMERIPRISE FINANCIAL INC",
        "value": "408064.16",
        "weight": "0.01452164",
        "shared": false
      },
      {
        "name": "RESMED INC",
        "value": "407453.40",
        "weight": "0.01449991",
        "shared": false
      },
      {
        "name": "ROYAL GOLD INC",
        "value": "407114.82",
        "weight": "0.01448786",
        "shared": false
      },
      {
        "name": "ENCOMPASS HEALTH CORP",
        "value": "406599.72",
        "weight": "0.01446953",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "401991.99",
        "weight": "0.01430555",
        "shared": true
      },
      {
        "name": "DIAMONDBACK ENERGY INC",
        "value": "395857.92",
        "weight": "0.01408726",
        "shared": false
      },
      {
        "name": "REGENERON PHARMACEUTICALS INC",
        "value": "395525.02",
        "weight": "0.01407541",
        "shared": false
      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "394073.24",
        "weight": "0.01402375",
        "shared": true
      },
      {
        "name": "PRIMERICA INC",
        "value": "393173.00",
        "weight": "0.01399171",
        "shared": true
      },
      {
        "name": "VALMONT INDUSTRIES INC",
        "value": "392320.29",
        "weight": "0.01396137",
        "shared": false
      },
      {
        "name": "INTUIT INC",
        "value": "387760.44",
        "weight": "0.01379910",
        "shared": true
      },
      {
        "name": "NASDAQ INC",
        "value": "383162.50",
        "weight": "0.01363547",
        "shared": false
      },
      {
        "name": "EQUINIX INC",
        "value": "380935.66",
        "weight": "0.01355623",
        "shared": false
      },
      {
        "name": "BROADRIDGE FINL",
        "value": "380290.02",
        "weight": "0.01353325",
        "shared": false
      },
      {
        "name": "WILLIAMS-SONOMA INC",
        "value": "376339.50",
        "weight": "0.01339267",
        "shared": true
      },
      {
        "name": "MSCI INC",
        "value": "365971.20",
        "weight": "0.01302369",
        "shared": false
      },
      {
        "name": "PERDOCEO EDUCATION CORP",
        "value": "365616.05",
        "weight": "0.01301105",
        "shared": false
      },
      {
        "name": "CINTAS CORP",
        "value": "365252.08",
        "weight": "0.01299810",
        "shared": false
      },
      {
        "name": "VULCAN MATERIALS CO",
        "value": "363630.00",
        "weight": "0.01294038",
        "shared": false
      },
      {
        "name": "WASTE CONNECTIONS INC",
        "value": "362333.65",
        "weight": "0.01289424",
        "shared": false
      },
      {
        "name": "EQUITY LIFESTYLE PPTYS INC",
        "value": "361858.08",
        "weight": "0.01287732",
        "shared": true
      },
      {
        "name": "WINGSTOP INC",
        "value": "359421.35",
        "weight": "0.01279061",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "Goldman Sachs Financial Square Government Fund",
        "value": "9875981.37",
        "weight": "0.02448520",
        "shared": false
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "9329570.25",
        "weight": "0.02313050",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "8794655.82",
        "weight": "0.02180431",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "8649805.95",
        "weight": "0.02144518",
        "shared": false
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "8492574.42",
        "weight": "0.02105537",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "8334872.88",
        "weight": "0.02066438",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "7967765.00",
        "weight": "0.01975422",
        "shared": true
      },
      {
        "name": "KLA CORP",
        "value": "7833678.84",
        "weight": "0.01942179",
        "shared": false
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "7677879.12",
        "weight": "0.01903552",
        "shared": true
      },
      {
        "name": "MPLX LP PARTNERSHIP SHARES",
        "value": "7664896.20",
        "weight": "0.01900333",
        "shared": false
      },
      {
        "name": "MLP",
        "value": "7353450.45",
        "weight": "0.01823117",
        "shared": false
      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "7279100.40",
        "weight": "0.01804684",
        "shared": false
      },
      {
        "name": "MONOLITHIC POWER SYS INC",
        "value": "7172077.00",
        "weight": "0.01778150",
        "shared": true
      },
      {
        "name": "MOTOROLA SOLUTIONS INC",
        "value": "6796082.82",
        "weight": "0.01684931",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "6704989.20",
        "weight": "0.01662346",
        "shared": false
      },
      {
        "name": "INTUIT INC",
        "value": "6042420.12",
        "weight": "0.01498078",
        "shared": true
      },
      {
        "name": "Enterprise Products Partners LP",
        "value": "5542464.48",
        "weight": "0.01374125",
        "shared": false
      },
      {
        "name": "ROPER TECHNOLOGIES INC",
        "value": "5352022.91",
        "weight": "0.01326910",
        "shared": false
      },
      {
        "name": "SUNOCO LP PARTNERSHIP SHARES",
        "value": "5181624.20",
        "weight": "0.01284663",
        "shared": false
      },
      {
        "name": "NEW YORK TIMES CO CL A",
        "value": "5113592.43",
        "weight": "0.01267796",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "5083560.89",
        "weight": "0.01260351",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "5059172.40",
        "weight": "0.01254304",
        "shared": true
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "4993563.84",
        "weight": "0.01238038",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "4970712.50",
        "weight": "0.01232373",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "4947169.78",
        "weight": "0.01226536",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "4928182.79",
        "weight": "0.01221828",
        "shared": true
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "4912771.50",
        "weight": "0.01218008",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "4870538.40",
        "weight": "0.01207537",
        "shared": false
      },
      {
        "name": "PLAINS ALL AMER PIPELINE LP PARTNERSHIP SHARES",
        "value": "4850827.28",
        "weight": "0.01202650",
        "shared": false
      },
      {
        "name": "WESTERN MIDSTREAM PARTNERS LP MLP",
        "value": "4835770.02",
        "weight": "0.01198917",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "4756369.90",
        "weight": "0.01179231",
        "shared": true
      },
      {
        "name": "AMGEN INC",
        "value": "4728200.40",
        "weight": "0.01172247",
        "shared": false
      },
      {
        "name": "HESS MIDSTREAM LP - CLASS A COMMON STOCK",
        "value": "4595386.79",
        "weight": "0.01139319",
        "shared": false
      },
      {
        "name": "LOWES COS INC",
        "value": "4590761.40",
        "weight": "0.01138173",
        "shared": false
      },
      {
        "name": "CDW CORPORATION",
        "value": "4571526.30",
        "weight": "0.01133404",
        "shared": false
      },
      {
        "name": "TJX COS INC",
        "value": "4536995.85",
        "weight": "0.01124843",
        "shared": false
      },
      {
        "name": "MARSH & MCLENNAN",
        "value": "4458221.10",
        "weight": "0.01105312",
        "shared": false
      },
      {
        "name": "AMERICAN TOWER CORP",
        "value": "4371563.52",
        "weight": "0.01083828",
        "shared": false
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "4367348.28",
        "weight": "0.01082783",
        "shared": false
      },
      {
        "name": "MOODYS CORP",
        "value": "4294614.80",
        "weight": "0.01064750",
        "shared": false
      },
      {
        "name": "TD SYNNEX CORP",
        "value": "4275363.15",
        "weight": "0.01059977",
        "shared": false
      },
      {
        "name": "ILLINOIS TOOL WORKS INC",
        "value": "4252006.50",
        "weight": "0.01054186",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "4219842.00",
        "weight": "0.01046212",
        "shared": false
      },
      {
        "name": "NIKE INC CL B",
        "value": "4202770.95",
        "weight": "0.01041979",
        "shared": false
      },
      {
        "name": "SHERWIN WILLIAMS CO",
        "value": "4163118.96",
        "weight": "0.01032149",
        "shared": false
      },
      {
        "name": "FASTENAL CO",
        "value": "4053769.76",
        "weight": "0.01005038",
        "shared": false
      },
      {
        "name": "DANAHER CORP",
        "value": "4043773.86",
        "weight": "0.01002560",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "4022471.67",
        "weight": "0.00997278",
        "shared": false
      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "3799714.05",
        "weight": "0.00942051",
        "shared": true
      },
      {
        "name": "ZOETIS INC CL A",
        "value": "3729621.60",
        "weight": "0.00924673",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-005946",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1502745/000091047226005946/0000910472-26-005946-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-028329",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/822977/000141036826028329/0001410368-26-028329-index.htm"
    }
  ]
}