{
  "page": "compare",
  "query": {
    "a": "FSMRX",
    "b": "TWHIX"
  },
  "retrieved_at": "2026-07-07T18:46:56+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 Small-Mid Cap Growth Fund",
    "ticker": "FSMRX",
    "slug": "FSMRX",
    "series_id": "S000006888",
    "html_url": "https://fundwatcher.app/funds/FSMRX/"
  },
  "fund_b": {
    "name": "Heritage Fund",
    "ticker": "TWHIX",
    "slug": "TWHIX",
    "series_id": "S000006206",
    "html_url": "https://fundwatcher.app/funds/TWHIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4181050396201737148982261408",
    "coverage_b_by_a": "0.4181050396201737148982261408",
    "shared_count": 31,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "ROYAL CARIBBEAN CRUISES LTD",
        "value": "129267189.10",
        "weight": "0.03589693",
        "shared": false
      },
      {
        "name": "HOWMET AEROSPACE INC",
        "value": "107833298.40",
        "weight": "0.02994483",
        "shared": true
      },
      {
        "name": "VERTIV HOLDINGS CO",
        "value": "98795672.28",
        "weight": "0.02743512",
        "shared": true
      },
      {
        "name": "MONOLITHIC POWER SYS INC",
        "value": "89812840.10",
        "weight": "0.02494063",
        "shared": true
      },
      {
        "name": "ROBLOX CORP - A",
        "value": "86253249.12",
        "weight": "0.02395215",
        "shared": true
      },
      {
        "name": "CENCORA INC",
        "value": "81525338.22",
        "weight": "0.02263923",
        "shared": true
      },
      {
        "name": "CARVANA CO CL A",
        "value": "80250077.70",
        "weight": "0.02228509",
        "shared": true
      },
      {
        "name": "HILTON WORLDWIDE HOLDINGS INC",
        "value": "79617094.65",
        "weight": "0.02210932",
        "shared": true
      },
      {
        "name": "NATERA INC",
        "value": "75074272.00",
        "weight": "0.02084780",
        "shared": true
      },
      {
        "name": "DEXCOM INC",
        "value": "74393796.40",
        "weight": "0.02065883",
        "shared": true
      },
      {
        "name": "BURLINGTON STORES INC",
        "value": "71137465.98",
        "weight": "0.01975456",
        "shared": true
      },
      {
        "name": "TARGA RESOURCES CORP",
        "value": "70261804.08",
        "weight": "0.01951139",
        "shared": true
      },
      {
        "name": "TRACTOR SUPPLY CO.",
        "value": "70104143.04",
        "weight": "0.01946761",
        "shared": true
      },
      {
        "name": "DATADOG INC CL A",
        "value": "67178765.64",
        "weight": "0.01865525",
        "shared": true
      },
      {
        "name": "MSCI INC",
        "value": "66673036.80",
        "weight": "0.01851481",
        "shared": true
      },
      {
        "name": "Franklin Institutional US Government Money Market Fund",
        "value": "65582097.70",
        "weight": "0.01821186",
        "shared": false
      },
      {
        "name": "VISTRA CORP",
        "value": "65121912.55",
        "weight": "0.01808407",
        "shared": true
      },
      {
        "name": "ARES MANAGEMENT CORP CL A",
        "value": "65050323.75",
        "weight": "0.01806419",
        "shared": true
      },
      {
        "name": "AXON ENTERPRISE INC",
        "value": "64113519.98",
        "weight": "0.01780404",
        "shared": true
      },
      {
        "name": "VERISK ANALYTICS INC",
        "value": "63306302.82",
        "weight": "0.01757988",
        "shared": false
      },
      {
        "name": "FAIR ISAAC CORP",
        "value": "61295117.64",
        "weight": "0.01702138",
        "shared": true
      },
      {
        "name": "AMETEK INC NEW",
        "value": "59431973.10",
        "weight": "0.01650400",
        "shared": false
      },
      {
        "name": "AUTOZONE INC",
        "value": "57046066.00",
        "weight": "0.01584144",
        "shared": false
      },
      {
        "name": "ALNYLAM PHARMACEUTICALS INC",
        "value": "57025651.10",
        "weight": "0.01583577",
        "shared": true
      },
      {
        "name": "BWX TECHNOLOGIES INC",
        "value": "56290285.16",
        "weight": "0.01563156",
        "shared": false
      },
      {
        "name": "DOORDASH INC-A",
        "value": "55085545.58",
        "weight": "0.01529701",
        "shared": true
      },
      {
        "name": "AAON INC",
        "value": "54369467.38",
        "weight": "0.01509816",
        "shared": false
      },
      {
        "name": "NEW YORK TIMES CO CL A",
        "value": "53625238.66",
        "weight": "0.01489149",
        "shared": false
      },
      {
        "name": "Fanatics Holdings, Inc.",
        "value": "52532781.79",
        "weight": "0.01458812",
        "shared": false
      },
      {
        "name": "TEXAS ROADHOUSE INC",
        "value": "51943568.00",
        "weight": "0.01442450",
        "shared": false
      },
      {
        "name": "CAVA GROUP INC",
        "value": "51600289.58",
        "weight": "0.01432917",
        "shared": false
      },
      {
        "name": "LPL FINL HLDGS INC",
        "value": "51011046.00",
        "weight": "0.01416554",
        "shared": true
      },
      {
        "name": "IDEXX LABS INC",
        "value": "50755162.92",
        "weight": "0.01409449",
        "shared": true
      },
      {
        "name": "MARRIOTT INTL-A",
        "value": "49439040.00",
        "weight": "0.01372900",
        "shared": false
      },
      {
        "name": "XYLEM INC",
        "value": "48076234.09",
        "weight": "0.01335056",
        "shared": false
      },
      {
        "name": "VEEVA SYSTEMS-A",
        "value": "46760487.36",
        "weight": "0.01298518",
        "shared": true
      },
      {
        "name": "WINGSTOP INC",
        "value": "46608711.71",
        "weight": "0.01294303",
        "shared": true
      },
      {
        "name": "COMFORT SYSTEMS USA INC",
        "value": "46191092.40",
        "weight": "0.01282706",
        "shared": false
      },
      {
        "name": "REPLIGEN CORP",
        "value": "45562480.47",
        "weight": "0.01265250",
        "shared": false
      },
      {
        "name": "Databricks, Inc./Term Loan 12/24",
        "value": "43287510.00",
        "weight": "0.01202075",
        "shared": false
      },
      {
        "name": "NASDAQ INC",
        "value": "42993581.04",
        "weight": "0.01193913",
        "shared": false
      },
      {
        "name": "FIFTH THIRD BANCORP",
        "value": "42767352.00",
        "weight": "0.01187631",
        "shared": false
      },
      {
        "name": "UNITED RENTALS INC",
        "value": "42580038.76",
        "weight": "0.01182429",
        "shared": false
      },
      {
        "name": "OLD DOMINION FRT",
        "value": "42345321.60",
        "weight": "0.01175911",
        "shared": false
      },
      {
        "name": "CLOUDFLARE INC-A",
        "value": "40495921.65",
        "weight": "0.01124554",
        "shared": true
      },
      {
        "name": "NVR INC",
        "value": "40301382.94",
        "weight": "0.01119152",
        "shared": false
      },
      {
        "name": "BLUE OWL CAPITAL INC A",
        "value": "40039933.56",
        "weight": "0.01111891",
        "shared": false
      },
      {
        "name": "PAYCHEX INC",
        "value": "38531946.25",
        "weight": "0.01070015",
        "shared": false
      },
      {
        "name": "PENUMBRA INC",
        "value": "36752181.87",
        "weight": "0.01020592",
        "shared": false
      },
      {
        "name": "CASEY'S GENERAL",
        "value": "36632600.00",
        "weight": "0.01017271",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "ROYAL CARIBBEAN",
        "value": "218724496.60",
        "weight": "0.03903494",
        "shared": false
      },
      {
        "name": "HILTON WORLDWIDE HOLDINGS INC",
        "value": "216991695.16",
        "weight": "0.03872570",
        "shared": true
      },
      {
        "name": "HOWMET AEROSPACE INC",
        "value": "184264619.76",
        "weight": "0.03288502",
        "shared": true
      },
      {
        "name": "VISTRA CORP",
        "value": "161969564.30",
        "weight": "0.02890610",
        "shared": true
      },
      {
        "name": "MONOLITHIC POWER SYS INC",
        "value": "143256055.25",
        "weight": "0.02556637",
        "shared": true
      },
      {
        "name": "VERTIV HOLDINGS CO",
        "value": "142509433.02",
        "weight": "0.02543313",
        "shared": true
      },
      {
        "name": "CARVANA CO CL A",
        "value": "128406542.08",
        "weight": "0.02291623",
        "shared": true
      },
      {
        "name": "DEXCOM INC",
        "value": "124868380.56",
        "weight": "0.02228479",
        "shared": true
      },
      {
        "name": "CLOUDFLARE INC-A",
        "value": "117563186.80",
        "weight": "0.02098106",
        "shared": true
      },
      {
        "name": "Fixed Income Clearing Corp 3.66 02/02/2026",
        "value": "115641000.00",
        "weight": "0.02063802",
        "shared": false
      },
      {
        "name": "FAIR ISAAC CORP",
        "value": "112876249.65",
        "weight": "0.02014460",
        "shared": true
      },
      {
        "name": "INSULET CORP",
        "value": "108692645.76",
        "weight": "0.01939797",
        "shared": false
      },
      {
        "name": "EMCOR GROUP INC",
        "value": "108086436.64",
        "weight": "0.01928978",
        "shared": false
      },
      {
        "name": "TRACTOR SUPPLY CO.",
        "value": "92782681.92",
        "weight": "0.01655858",
        "shared": true
      },
      {
        "name": "ROBLOX CORP - A",
        "value": "92357749.92",
        "weight": "0.01648274",
        "shared": true
      },
      {
        "name": "TARGA RESOURCES CORP",
        "value": "91867958.00",
        "weight": "0.01639533",
        "shared": true
      },
      {
        "name": "LPL FINL HLDGS INC",
        "value": "89508078.00",
        "weight": "0.01597417",
        "shared": true
      },
      {
        "name": "FASTENAL CO",
        "value": "89005072.00",
        "weight": "0.01588440",
        "shared": true
      },
      {
        "name": "VULCAN MATERIALS CO",
        "value": "88623836.28",
        "weight": "0.01581636",
        "shared": false
      },
      {
        "name": "DATADOG INC CL A",
        "value": "87332641.04",
        "weight": "0.01558593",
        "shared": true
      },
      {
        "name": "CORPAY INC",
        "value": "86571703.02",
        "weight": "0.01545013",
        "shared": false
      },
      {
        "name": "BURLINGTON STORES INC",
        "value": "83680450.68",
        "weight": "0.01493414",
        "shared": true
      },
      {
        "name": "VEEVA SYSTEMS-A",
        "value": "83548063.20",
        "weight": "0.01491051",
        "shared": true
      },
      {
        "name": "CURTISS WRIGHT CORPORATION",
        "value": "78677372.21",
        "weight": "0.01404126",
        "shared": false
      },
      {
        "name": "ARES MANAGEMENT CORP CL A",
        "value": "78462551.79",
        "weight": "0.01400292",
        "shared": true
      },
      {
        "name": "WESCO INTL",
        "value": "77756237.79",
        "weight": "0.01387686",
        "shared": false
      },
      {
        "name": "ICON PLC",
        "value": "75276726.00",
        "weight": "0.01343436",
        "shared": false
      },
      {
        "name": "WEST PHARMACEUTICAL SVCS INC",
        "value": "75122551.44",
        "weight": "0.01340684",
        "shared": false
      },
      {
        "name": "NATERA INC",
        "value": "74640191.08",
        "weight": "0.01332076",
        "shared": true
      },
      {
        "name": "Viking Holdings Ltd",
        "value": "71894589.00",
        "weight": "0.01283076",
        "shared": false
      },
      {
        "name": "AXON ENTERPRISE INC",
        "value": "66576392.92",
        "weight": "0.01188164",
        "shared": true
      },
      {
        "name": "HEICO CORP",
        "value": "66361684.13",
        "weight": "0.01184332",
        "shared": false
      },
      {
        "name": "CENCORA INC",
        "value": "66308779.02",
        "weight": "0.01183388",
        "shared": true
      },
      {
        "name": "GE HEALTHCARE TECHNOLOGIES INC WI",
        "value": "65974617.83",
        "weight": "0.01177424",
        "shared": false
      },
      {
        "name": "CASEY'S GENERAL",
        "value": "65967792.00",
        "weight": "0.01177302",
        "shared": true
      },
      {
        "name": "LATTICE SEMICONDUCTOR CORP",
        "value": "65826388.32",
        "weight": "0.01174779",
        "shared": true
      },
      {
        "name": "ROCKET LAB CORP",
        "value": "64679745.30",
        "weight": "0.01154315",
        "shared": false
      },
      {
        "name": "JOHNSON CONTROLS",
        "value": "62494505.94",
        "weight": "0.01115316",
        "shared": false
      },
      {
        "name": "FLUTTER ENTER-DI",
        "value": "62118530.10",
        "weight": "0.01108606",
        "shared": false
      },
      {
        "name": "On Holding AG",
        "value": "60365310.00",
        "weight": "0.01077317",
        "shared": false
      },
      {
        "name": "TOPBUILD CORP",
        "value": "60201995.15",
        "weight": "0.01074402",
        "shared": false
      },
      {
        "name": "REPUBLIC SVCS",
        "value": "55782731.14",
        "weight": "0.00995534",
        "shared": false
      },
      {
        "name": "ALNYLAM PHARMACEUTICALS INC",
        "value": "53893863.26",
        "weight": "0.00961824",
        "shared": true
      },
      {
        "name": "CADENCE DESIGN SYSTEMS INC",
        "value": "53329685.64",
        "weight": "0.00951755",
        "shared": false
      },
      {
        "name": "TPG INC",
        "value": "52414229.94",
        "weight": "0.00935417",
        "shared": false
      },
      {
        "name": "INSMED INC",
        "value": "52045387.38",
        "weight": "0.00928835",
        "shared": true
      },
      {
        "name": "ZSCALER INC",
        "value": "46780938.93",
        "weight": "0.00834882",
        "shared": false
      },
      {
        "name": "IQVIA HOLDINGS INC",
        "value": "44691907.90",
        "weight": "0.00797600",
        "shared": false
      },
      {
        "name": "CACI INTL-A",
        "value": "44051871.30",
        "weight": "0.00786177",
        "shared": false
      },
      {
        "name": "CRANE CO",
        "value": "43949028.48",
        "weight": "0.00784342",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-007589",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/872625/000207169126007589/0002071691-26-007589-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001193125-26-129591",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/100334/000119312526129591/0001193125-26-129591-index.htm"
    }
  ]
}