{
  "page": "compare",
  "query": {
    "a": "GFVIX",
    "b": "SWDSX"
  },
  "retrieved_at": "2026-07-07T15:44:58+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": "Goldman Sachs Focused Value Fund",
    "ticker": "GFVIX",
    "slug": "GFVIX",
    "series_id": "S000050285",
    "html_url": "https://fundwatcher.app/funds/GFVIX/"
  },
  "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": "0.2418241127400468254893259697",
    "coverage_b_by_a": "0.2418241127400468254893259697",
    "shared_count": 11,
    "as_of": {
      "a": "2025-08-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "EXXON MOBIL CORP",
        "value": "3128345.88",
        "weight": "0.05303305",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "2575055.00",
        "weight": "0.04365343",
        "shared": true
      },
      {
        "name": "CAPITAL ONE FINANCIAL CORP",
        "value": "2502828.30",
        "weight": "0.04242901",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "2416407.84",
        "weight": "0.04096397",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "2394179.06",
        "weight": "0.04058714",
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      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "2363795.50",
        "weight": "0.04007207",
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      },
      {
        "name": "ABBOTT LABS",
        "value": "2234790.36",
        "weight": "0.03788512",
        "shared": true
      },
      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "2234059.56",
        "weight": "0.03787273",
        "shared": false
      },
      {
        "name": "AMEREN CORP",
        "value": "2230282.56",
        "weight": "0.03780870",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "2132881.14",
        "weight": "0.03615751",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "2099385.40",
        "weight": "0.03558967",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "2086877.00",
        "weight": "0.03537763",
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      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "1903377.36",
        "weight": "0.03226686",
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      },
      {
        "name": "TRAVELERS COS IN",
        "value": "1743637.22",
        "weight": "0.02955888",
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      },
      {
        "name": "T-MOBILE US INC",
        "value": "1717563.84",
        "weight": "0.02911687",
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      },
      {
        "name": "KENVUE INC",
        "value": "1715471.43",
        "weight": "0.02908140",
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      },
      {
        "name": "LOWES COS INC",
        "value": "1672744.92",
        "weight": "0.02835708",
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      },
      {
        "name": "JOHNSON&JOHNSON",
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      },
      {
        "name": "WOODWARD INC",
        "value": "1591248.54",
        "weight": "0.02697552",
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      },
      {
        "name": "NASDAQ INC",
        "value": "1536777.54",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "1521434.72",
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      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "1517445.05",
        "weight": "0.02572437",
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      },
      {
        "name": "SALESFORCE INC",
        "value": "1461906.25",
        "weight": "0.02478286",
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      },
      {
        "name": "GE VERNOVA LLC",
        "value": "1428220.10",
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      },
      {
        "name": "AVALONBAY COMMUNITIES INC REIT",
        "value": "1343922.70",
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      },
      {
        "name": "ROCKWELL AUTOMATION INC",
        "value": "1304347.14",
        "weight": "0.02211185",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "1279874.64",
        "weight": "0.02169698",
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      },
      {
        "name": "STARBUCKS CORP",
        "value": "1270024.19",
        "weight": "0.02152999",
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      },
      {
        "name": "OLD DOMINION FRT",
        "value": "1210024.55",
        "weight": "0.02051285",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "1178954.28",
        "weight": "0.01998613",
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      },
      {
        "name": "BOSTON SCIENTIFIC CORP",
        "value": "1140771.50",
        "weight": "0.01933884",
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      },
      {
        "name": "DYNATRACE INC",
        "value": "999653.60",
        "weight": "0.01694655",
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      },
      {
        "name": "INTL PAPER CO",
        "value": "918881.28",
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      },
      {
        "name": "MONEYMKT",
        "value": "529169.00",
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    ],
    "b_top": [
      {
        "name": "MORGAN STANLEY",
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        "weight": "0.03866773",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "22941750.00",
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      },
      {
        "name": "WALMART INC",
        "value": "22040900.00",
        "weight": "0.03586398",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "21210000.00",
        "weight": "0.03451197",
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      },
      {
        "name": "BROADCOM INC",
        "value": "19878000.00",
        "weight": "0.03234460",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "18841200.00",
        "weight": "0.03065757",
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      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "18328450.00",
        "weight": "0.02982324",
        "shared": false
      },
      {
        "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",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "15490440.00",
        "weight": "0.02520536",
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      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "15472125.00",
        "weight": "0.02517556",
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      },
      {
        "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",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "12445140.00",
        "weight": "0.02025018",
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      },
      {
        "name": "MCDONALDS CORP",
        "value": "12285000.00",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "12243000.00",
        "weight": "0.01992127",
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      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "12165920.00",
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      },
      {
        "name": "TJX COS INC",
        "value": "11984800.00",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "11748000.00",
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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",
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        "weight": "0.01424022",
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      },
      {
        "name": "RTX CORP",
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      {
        "name": "FIDELITY NATL INFORM SVCS INC",
        "value": "8563750.00",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "8045750.00",
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      },
      {
        "name": "ALLSTATE CORPORATION",
        "value": "7959600.00",
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      },
      {
        "name": "KINDER MORGAN INC",
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      },
      {
        "name": "ABBOTT LABS",
        "value": "7869600.00",
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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",
        "value": "6914800.00",
        "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",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "6466500.00",
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      },
      {
        "name": "BECTON DICKINSON and CO",
        "value": "6307880.00",
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      },
      {
        "name": "EVERSOURCE ENERGY",
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        "weight": "0.00899882",
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      },
      {
        "name": "MERCK & CO",
        "value": "5513500.00",
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      },
      {
        "name": "FASTENAL CO",
        "value": "5376640.00",
        "weight": "0.00874863",
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      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "5272800.00",
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      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "5269150.00",
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      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "5266350.00",
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      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "5200000.00",
        "weight": "0.00846121",
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      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "5132400.00",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-25-004978",
      "as_of": "2025-08-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/822977/000094040025004978/0000940400-25-004978-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"
    }
  ]
}