{
  "page": "compare",
  "query": {
    "a": "FREIX",
    "b": "HLIEX"
  },
  "retrieved_at": "2026-07-07T15:03:18+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": "Franklin Equity Income Fund",
    "ticker": "FREIX",
    "slug": "FREIX",
    "series_id": "S000006852",
    "html_url": "https://fundwatcher.app/funds/FREIX/"
  },
  "fund_b": {
    "name": "JPMorgan Equity Income Fund",
    "ticker": "HLIEX",
    "slug": "HLIEX",
    "series_id": "S000003846",
    "html_url": "https://fundwatcher.app/funds/HLIEX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3222976300797098198514806649",
    "coverage_b_by_a": "0.3222976300797098198514806650",
    "shared_count": 26,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "189651800.00",
        "weight": "0.04028367",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "151724000.00",
        "weight": "0.03222748",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "138054375.00",
        "weight": "0.02932394",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "136192000.00",
        "weight": "0.02892835",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "130906000.00",
        "weight": "0.02780556",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "127595000.00",
        "weight": "0.02710228",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "99029925.00",
        "weight": "0.02103481",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "92809200.00",
        "weight": "0.01971347",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "85185100.00",
        "weight": "0.01809405",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "84785400.00",
        "weight": "0.01800915",
        "shared": true
      },
      {
        "name": "Franklin Institutional US Government Money Market Fund",
        "value": "83471917.45",
        "weight": "0.01773015",
        "shared": false
      },
      {
        "name": "APOLLO GLOBAL MANAGEMENT PFD",
        "value": "82897150.00",
        "weight": "0.01760807",
        "shared": false
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "81304500.00",
        "weight": "0.01726978",
        "shared": false
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "80797903.92",
        "weight": "0.01716217",
        "shared": true
      },
      {
        "name": "Boeing Co. (The), Conv. Pfd.",
        "value": "80324000.00",
        "weight": "0.01706151",
        "shared": false
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "79546400.00",
        "weight": "0.01689634",
        "shared": false
      },
      {
        "name": "LOWES COS INC",
        "value": "77447400.00",
        "weight": "0.01645049",
        "shared": true
      },
      {
        "name": "ASTRAZENECA PLC SPONS ADR",
        "value": "77231025.00",
        "weight": "0.01640453",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "76692750.00",
        "weight": "0.01629020",
        "shared": true
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "75716550.00",
        "weight": "0.01608285",
        "shared": true
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "75160800.00",
        "weight": "0.01596480",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "71832475.00",
        "weight": "0.01525784",
        "shared": true
      },
      {
        "name": "EATON CORP PLC",
        "value": "70284000.00",
        "weight": "0.01492893",
        "shared": true
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "69433200.00",
        "weight": "0.01474821",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "68545500.00",
        "weight": "0.01455965",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "68437125.00",
        "weight": "0.01453663",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "68077100.00",
        "weight": "0.01446016",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "67602250.00",
        "weight": "0.01435930",
        "shared": false
      },
      {
        "name": "VENTAS INC REIT",
        "value": "67572900.00",
        "weight": "0.01435307",
        "shared": true
      },
      {
        "name": "BLACKROCK INC",
        "value": "67136400.00",
        "weight": "0.01426035",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "65407320.00",
        "weight": "0.01389308",
        "shared": false
      },
      {
        "name": "TRACTOR SUPPLY CO.",
        "value": "65126400.00",
        "weight": "0.01383341",
        "shared": false
      },
      {
        "name": "HUBBELL INC",
        "value": "64652050.00",
        "weight": "0.01373265",
        "shared": false
      },
      {
        "name": "T-MOBILE US INC",
        "value": "61628125.00",
        "weight": "0.01309034",
        "shared": false
      },
      {
        "name": "HCA HEALTHCARE INC",
        "value": "59568940.00",
        "weight": "0.01265296",
        "shared": false
      },
      {
        "name": "MID AMERICA APT CMNTY INC",
        "value": "57749000.00",
        "weight": "0.01226638",
        "shared": false
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "54835200.00",
        "weight": "0.01164747",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "53082050.00",
        "weight": "0.01127508",
        "shared": true
      },
      {
        "name": "Ares Management Corp., Series B, Conv. Pfd.",
        "value": "52373850.00",
        "weight": "0.01112466",
        "shared": false
      },
      {
        "name": "INGERSOLL RAND INC",
        "value": "51654000.00",
        "weight": "0.01097175",
        "shared": false
      },
      {
        "name": "BLACKSTONE INC",
        "value": "51627250.00",
        "weight": "0.01096607",
        "shared": true
      },
      {
        "name": "PPL CORPORATION",
        "value": "49300000.00",
        "weight": "0.01047174",
        "shared": false
      },
      {
        "name": "EVERGY INC",
        "value": "49107200.00",
        "weight": "0.01043079",
        "shared": false
      },
      {
        "name": "The Southern Company",
        "value": "48559375.00",
        "weight": "0.01031443",
        "shared": false
      },
      {
        "name": "SHELL PLC SPONS ADR",
        "value": "48336325.00",
        "weight": "0.01026705",
        "shared": false
      },
      {
        "name": "CENTERPOINT ENERGY INC",
        "value": "46437300.00",
        "weight": "0.00986368",
        "shared": false
      },
      {
        "name": "CARRIER GLOBAL CORP",
        "value": "44685000.00",
        "weight": "0.00949148",
        "shared": true
      },
      {
        "name": "TE CONNECTIVITY PLC",
        "value": "44667390.00",
        "weight": "0.00948774",
        "shared": false
      },
      {
        "name": "UNITED RENTALS INC",
        "value": "40667120.00",
        "weight": "0.00863805",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "39375000.00",
        "weight": "0.00836359",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "WELLS FARGO & CO",
        "value": "1135139007.89",
        "weight": "0.02751290",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "1052872011.24",
        "weight": "0.02551896",
        "shared": false
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "1049685384.00",
        "weight": "0.02544172",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "1020263471.64",
        "weight": "0.02472861",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "999368173.10",
        "weight": "0.02422216",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "946052332.40",
        "weight": "0.02292992",
        "shared": true
      },
      {
        "name": "EATON CORP PLC",
        "value": "892392372.72",
        "weight": "0.02162934",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "851819133.75",
        "weight": "0.02064594",
        "shared": true
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "835160393.34",
        "weight": "0.02024218",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "802800107.76",
        "weight": "0.01945785",
        "shared": true
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "790068244.60",
        "weight": "0.01914926",
        "shared": true
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "764905583.52",
        "weight": "0.01853938",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "729691896.30",
        "weight": "0.01768589",
        "shared": true
      },
      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "716859892.89",
        "weight": "0.01737487",
        "shared": false
      },
      {
        "name": "DEERE & CO",
        "value": "714847978.80",
        "weight": "0.01732611",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "707449992.26",
        "weight": "0.01714680",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "704402427.10",
        "weight": "0.01707294",
        "shared": true
      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "703462732.07",
        "weight": "0.01705016",
        "shared": false
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "677427273.18",
        "weight": "0.01641913",
        "shared": false
      },
      {
        "name": "EOG RESOURCES INC",
        "value": "668804963.19",
        "weight": "0.01621014",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "664394071.95",
        "weight": "0.01610323",
        "shared": false
      },
      {
        "name": "LOWES COS INC",
        "value": "652294651.80",
        "weight": "0.01580997",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "646781887.95",
        "weight": "0.01567636",
        "shared": false
      },
      {
        "name": "DOVER CORP",
        "value": "636389928.90",
        "weight": "0.01542448",
        "shared": false
      },
      {
        "name": "CORNING INC",
        "value": "602098002.96",
        "weight": "0.01459333",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "589653769.77",
        "weight": "0.01429172",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "582236205.84",
        "weight": "0.01411193",
        "shared": true
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "578727724.48",
        "weight": "0.01402690",
        "shared": true
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "578130282.56",
        "weight": "0.01401242",
        "shared": true
      },
      {
        "name": "CAPITAL ONE FINANCIAL CORP",
        "value": "573307619.31",
        "weight": "0.01389553",
        "shared": false
      },
      {
        "name": "DOMINION ENERGY INC",
        "value": "572480833.54",
        "weight": "0.01387549",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "557632666.11",
        "weight": "0.01351561",
        "shared": false
      },
      {
        "name": "HEWLETT PACKARD ENTERPRISE CO",
        "value": "550807396.88",
        "weight": "0.01335018",
        "shared": false
      },
      {
        "name": "XCEL ENERGY INC",
        "value": "546024643.68",
        "weight": "0.01323426",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "545337408.72",
        "weight": "0.01321760",
        "shared": true
      },
      {
        "name": "CME GROUP INC CL A",
        "value": "540601256.25",
        "weight": "0.01310281",
        "shared": false
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "528658949.76",
        "weight": "0.01281336",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "501996164.60",
        "weight": "0.01216712",
        "shared": true
      },
      {
        "name": "TJX COS INC",
        "value": "499123665.10",
        "weight": "0.01209750",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "495319120.66",
        "weight": "0.01200528",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "479713553.56",
        "weight": "0.01162704",
        "shared": false
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "477313907.85",
        "weight": "0.01156888",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "443947812.94",
        "weight": "0.01076017",
        "shared": true
      },
      {
        "name": "CARRIER GLOBAL CORP",
        "value": "437188418.67",
        "weight": "0.01059634",
        "shared": true
      },
      {
        "name": "NXP SEMICONDUCTORS NV",
        "value": "433254803.22",
        "weight": "0.01050100",
        "shared": false
      },
      {
        "name": "DANAHER CORP",
        "value": "422542370.40",
        "weight": "0.01024136",
        "shared": true
      },
      {
        "name": "3M CO",
        "value": "416036895.48",
        "weight": "0.01008368",
        "shared": false
      },
      {
        "name": "VENTAS INC REIT",
        "value": "410723775.78",
        "weight": "0.00995491",
        "shared": true
      },
      {
        "name": "CVS HEALTH CORP",
        "value": "390498913.98",
        "weight": "0.00946471",
        "shared": false
      },
      {
        "name": "MONDELEZ INTL INC",
        "value": "386683300.52",
        "weight": "0.00937223",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-007560",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/809707/000207169126007560/0002071691-26-007560-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-012731",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/763852/000207169126012731/0002071691-26-012731-index.htm"
    }
  ]
}