{
  "page": "compare",
  "query": {
    "a": "CDVZX",
    "b": "PEYAX"
  },
  "retrieved_at": "2026-07-07T18:49:39+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": "Columbia Intrinsic Value Fund",
    "ticker": "CDVZX",
    "slug": "CDVZX",
    "series_id": "S000031354",
    "html_url": "https://fundwatcher.app/funds/CDVZX/"
  },
  "fund_b": {
    "name": "Putnam Large Cap Value Fund",
    "ticker": "PEYAX",
    "slug": "PEYAX",
    "series_id": "S000005581",
    "html_url": "https://fundwatcher.app/funds/PEYAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3188754779474775415888861623",
    "coverage_b_by_a": "0.3188754779474775415888861623",
    "shared_count": 22,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "99729630.00",
        "weight": "0.03456065",
        "shared": true
      },
      {
        "name": "COLUMBIA SHORT TERM CASH FUND",
        "value": "86648244.66",
        "weight": "0.03002738",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "85497997.68",
        "weight": "0.02962877",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "83524250.00",
        "weight": "0.02894478",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "78355556.40",
        "weight": "0.02715360",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "77745036.00",
        "weight": "0.02694203",
        "shared": false
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "68660025.00",
        "weight": "0.02379368",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "64197000.00",
        "weight": "0.02224705",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "63876175.00",
        "weight": "0.02213587",
        "shared": false
      },
      {
        "name": "NVENT ELECTRIC PLC",
        "value": "60541140.00",
        "weight": "0.02098013",
        "shared": false
      },
      {
        "name": "EPAM SYSTEMS INC",
        "value": "55107453.00",
        "weight": "0.01909713",
        "shared": false
      },
      {
        "name": "BOEING CO/THE",
        "value": "53833598.00",
        "weight": "0.01865568",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "53034447.00",
        "weight": "0.01837874",
        "shared": true
      },
      {
        "name": "CORNING INC",
        "value": "52871953.82",
        "weight": "0.01832243",
        "shared": false
      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "52189620.00",
        "weight": "0.01808597",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "51214464.00",
        "weight": "0.01774804",
        "shared": false
      },
      {
        "name": "ENTERGY CORP",
        "value": "51016493.00",
        "weight": "0.01767943",
        "shared": false
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "50485640.00",
        "weight": "0.01749547",
        "shared": true
      },
      {
        "name": "WELLTOWER INC",
        "value": "48714624.00",
        "weight": "0.01688173",
        "shared": false
      },
      {
        "name": "NORTHROP GRUMMAN CORP",
        "value": "47446890.00",
        "weight": "0.01644241",
        "shared": true
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "47421010.00",
        "weight": "0.01643344",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "46760608.00",
        "weight": "0.01620458",
        "shared": true
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "46422280.00",
        "weight": "0.01608734",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "46209624.00",
        "weight": "0.01601364",
        "shared": false
      },
      {
        "name": "VALERO ENERGY CORP",
        "value": "46146320.00",
        "weight": "0.01599170",
        "shared": true
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "45912138.80",
        "weight": "0.01591055",
        "shared": false
      },
      {
        "name": "BRISTOL-MYERS SQUIBB CO",
        "value": "45461493.00",
        "weight": "0.01575438",
        "shared": false
      },
      {
        "name": "XCEL ENERGY INC",
        "value": "45197792.00",
        "weight": "0.01566300",
        "shared": false
      },
      {
        "name": "VERTEX PHARMACEUTICALS INC",
        "value": "44267553.00",
        "weight": "0.01534063",
        "shared": false
      },
      {
        "name": "CHUBB LTD",
        "value": "43868682.00",
        "weight": "0.01520240",
        "shared": false
      },
      {
        "name": "SALESFORCE INC",
        "value": "43308050.28",
        "weight": "0.01500812",
        "shared": false
      },
      {
        "name": "FEDEX CORP",
        "value": "42415200.00",
        "weight": "0.01469871",
        "shared": true
      },
      {
        "name": "COLGATE-PALMOLIVE CO",
        "value": "42203898.00",
        "weight": "0.01462548",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "41893916.00",
        "weight": "0.01451806",
        "shared": false
      },
      {
        "name": "AMEREN CORP",
        "value": "40316352.00",
        "weight": "0.01397137",
        "shared": false
      },
      {
        "name": "STANLEY BLACK and DECKER INC",
        "value": "40027572.00",
        "weight": "0.01387129",
        "shared": false
      },
      {
        "name": "CUMMINS INC",
        "value": "39995095.00",
        "weight": "0.01386004",
        "shared": false
      },
      {
        "name": "INGERSOLL RAND INC",
        "value": "37571274.00",
        "weight": "0.01302008",
        "shared": true
      },
      {
        "name": "EQUINIX INC",
        "value": "37119306.00",
        "weight": "0.01286345",
        "shared": false
      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "36635683.75",
        "weight": "0.01269586",
        "shared": true
      },
      {
        "name": "THE CIGNA GROUP",
        "value": "36430374.00",
        "weight": "0.01262471",
        "shared": false
      },
      {
        "name": "NORFOLK SOUTHERN CORP",
        "value": "35754464.00",
        "weight": "0.01239047",
        "shared": false
      },
      {
        "name": "NIKE INC CL B",
        "value": "35374202.00",
        "weight": "0.01225870",
        "shared": false
      },
      {
        "name": "3M CO",
        "value": "35047840.00",
        "weight": "0.01214560",
        "shared": false
      },
      {
        "name": "M&T BANK CORP",
        "value": "32915866.00",
        "weight": "0.01140678",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "31890488.00",
        "weight": "0.01105144",
        "shared": true
      },
      {
        "name": "PPG INDUSTRIES INC",
        "value": "31655736.00",
        "weight": "0.01097009",
        "shared": true
      },
      {
        "name": "ZIMMER BIOMET HO",
        "value": "31520488.00",
        "weight": "0.01092322",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "31188080.00",
        "weight": "0.01080802",
        "shared": false
      },
      {
        "name": "TRANE TECHNOLOGIES PLC",
        "value": "30513120.00",
        "weight": "0.01057412",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "ALPHABET INC CL A",
        "value": "1882346336.00",
        "weight": "0.03967128",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "1809676861.02",
        "weight": "0.03813974",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "1401816237.36",
        "weight": "0.02954390",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1294488861.40",
        "weight": "0.02728192",
        "shared": true
      },
      {
        "name": "GENERAL MOTORS CO",
        "value": "1170629964.00",
        "weight": "0.02467154",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "1152920758.50",
        "weight": "0.02429831",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "1148393211.12",
        "weight": "0.02420289",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "1101855653.50",
        "weight": "0.02322209",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "1093560520.50",
        "weight": "0.02304727",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "1059652229.80",
        "weight": "0.02233264",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "1054224606.60",
        "weight": "0.02221825",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1031535976.80",
        "weight": "0.02174008",
        "shared": false
      },
      {
        "name": "CAPITAL ONE FINANCIAL CORP",
        "value": "981239443.54",
        "weight": "0.02068005",
        "shared": true
      },
      {
        "name": "MCKESSON CORP",
        "value": "967190137.53",
        "weight": "0.02038396",
        "shared": false
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "937763641.98",
        "weight": "0.01976378",
        "shared": true
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "933069985.92",
        "weight": "0.01966486",
        "shared": false
      },
      {
        "name": "SOUTHWEST AIRLINES CO",
        "value": "856562968.80",
        "weight": "0.01805244",
        "shared": false
      },
      {
        "name": "PULTEGROUP INC",
        "value": "846437996.88",
        "weight": "0.01783905",
        "shared": false
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "815268715.44",
        "weight": "0.01718215",
        "shared": false
      },
      {
        "name": "REGENERON PHARMACEUTICALS INC",
        "value": "802288938.30",
        "weight": "0.01690859",
        "shared": false
      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "787824866.40",
        "weight": "0.01660376",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "768013131.56",
        "weight": "0.01618622",
        "shared": false
      },
      {
        "name": "FEDEX CORP",
        "value": "765688557.50",
        "weight": "0.01613722",
        "shared": true
      },
      {
        "name": "FREEPORT MCMORAN INC",
        "value": "737436364.56",
        "weight": "0.01554180",
        "shared": true
      },
      {
        "name": "NORTHROP GRUMMAN CORP",
        "value": "709113069.70",
        "weight": "0.01494487",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "700724518.32",
        "weight": "0.01476808",
        "shared": false
      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "682304315.00",
        "weight": "0.01437986",
        "shared": true
      },
      {
        "name": "CRH PLC",
        "value": "678721585.78",
        "weight": "0.01430436",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "675992744.70",
        "weight": "0.01424685",
        "shared": true
      },
      {
        "name": "CORTEVA INC",
        "value": "673023478.40",
        "weight": "0.01418427",
        "shared": false
      },
      {
        "name": "ASTRAZENECA PLC SPONS ADR",
        "value": "630720779.66",
        "weight": "0.01329272",
        "shared": false
      },
      {
        "name": "CME GROUP INC CL A",
        "value": "613736238.84",
        "weight": "0.01293476",
        "shared": false
      },
      {
        "name": "SEAGATE TECHNOLOGY HOLDINGS PLC",
        "value": "603346546.35",
        "weight": "0.01271579",
        "shared": false
      },
      {
        "name": "BECTON DICKINSON and CO",
        "value": "585603027.72",
        "weight": "0.01234184",
        "shared": false
      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "582001176.24",
        "weight": "0.01226593",
        "shared": false
      },
      {
        "name": "HILTON WORLDWIDE HOLDINGS INC",
        "value": "556228011.48",
        "weight": "0.01172275",
        "shared": false
      },
      {
        "name": "T-MOBILE US INC",
        "value": "541566861.03",
        "weight": "0.01141376",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "522473706.30",
        "weight": "0.01101136",
        "shared": true
      },
      {
        "name": "Sanofi SA",
        "value": "522078469.61",
        "weight": "0.01100303",
        "shared": false
      },
      {
        "name": "SHELL PLC",
        "value": "522047326.10",
        "weight": "0.01100238",
        "shared": false
      },
      {
        "name": "OTIS WORLDWIDE CORP",
        "value": "521221308.30",
        "weight": "0.01098497",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "501898500.09",
        "weight": "0.01057773",
        "shared": true
      },
      {
        "name": "APOLLO GLOBAL MANAGEMENT INC",
        "value": "485660473.90",
        "weight": "0.01023551",
        "shared": false
      },
      {
        "name": "BLACKROCK INC",
        "value": "481303089.48",
        "weight": "0.01014367",
        "shared": false
      },
      {
        "name": "VALERO ENERGY CORP",
        "value": "476661423.21",
        "weight": "0.01004585",
        "shared": true
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "458075112.96",
        "weight": "0.00965414",
        "shared": false
      },
      {
        "name": "INGERSOLL RAND INC",
        "value": "453492418.95",
        "weight": "0.00955755",
        "shared": true
      },
      {
        "name": "OPTION",
        "value": "445180324.05",
        "weight": "0.00938237",
        "shared": false
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "437701377.40",
        "weight": "0.00922475",
        "shared": false
      },
      {
        "name": "AMERICAN INTERNATIONAL GROUP",
        "value": "437531477.76",
        "weight": "0.00922117",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-040875",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1352280/000141036826040875/0001410368-26-040875-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-007575",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/216934/000207169126007575/0002071691-26-007575-index.htm"
    }
  ]
}