{
  "page": "compare",
  "query": {
    "a": "GLRIX",
    "b": "SCJAX"
  },
  "retrieved_at": "2026-07-07T16:45:28+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": "JAMES BALANCED: GOLDEN RAINBOW FUND",
    "ticker": "GLRIX",
    "slug": "GLRIX",
    "series_id": "S000003560",
    "html_url": "https://fundwatcher.app/funds/GLRIX/"
  },
  "fund_b": {
    "name": "Steward Covered Call Income Fund",
    "ticker": "SCJAX",
    "slug": "SCJAX",
    "series_id": "S000059856",
    "html_url": "https://fundwatcher.app/funds/SCJAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2820455087118402978008587865",
    "coverage_b_by_a": "0.2820455087118402978008587864",
    "shared_count": 26,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-30"
    },
    "a_top": [
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        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "15572460.90",
        "weight": "0.03861585",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "15158203.20",
        "weight": "0.03758859",
        "shared": false
      },
      {
        "name": "ISHARES GOLD TRUST MUTUAL FUND",
        "value": "12714170.72",
        "weight": "0.03152800",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
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      },
      {
        "name": "APPLE INC",
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      },
      {
        "name": "ALPHABET INC CL A",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "10033300.80",
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      },
      {
        "name": "US TREASURY N/B",
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      },
      {
        "name": "US TREASURY N/B",
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      },
      {
        "name": "NVIDIA CORP",
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      },
      {
        "name": "Federal National Mortgage Association 2.50%, Due 01/01/2057",
        "value": "8278363.93",
        "weight": "0.02052829",
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      },
      {
        "name": "Federal Farm Credit Bank 2.75%, Due 11/06/2026",
        "value": "8176815.16",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
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      },
      {
        "name": "WALMART INC",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "7480078.13",
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      },
      {
        "name": "FIRST AM-TR OB-X",
        "value": "7394789.50",
        "weight": "0.01833725",
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      },
      {
        "name": "Russell 2000 ETF",
        "value": "6200000.00",
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      },
      {
        "name": "Nova Measuring Instruments Ltd",
        "value": "6152010.48",
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      },
      {
        "name": "CATERPILLAR INC",
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      },
      {
        "name": "AMAZON.COM INC",
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      },
      {
        "name": "BROADCOM INC",
        "value": "5200696.53",
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      },
      {
        "name": "JABIL INC",
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      {
        "name": "US TREASURY N/B",
        "value": "4990625.00",
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      },
      {
        "name": "U.S. Treasury Bills",
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        "weight": "0.01230213",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "4838085.95",
        "weight": "0.01199726",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "4763044.90",
        "weight": "0.01181117",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "4325575.22",
        "weight": "0.01072636",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "4175755.80",
        "weight": "0.01035484",
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      },
      {
        "name": "ENOVA INTL INC",
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      },
      {
        "name": "JOHN DEERE CAP",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "3702898.23",
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      },
      {
        "name": "META PLATFORMS INC CL A",
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      },
      {
        "name": "ISHARES MSCI EAFE ETF MUTUAL FUND",
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      },
      {
        "name": "MASTERCARD INC CL A",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "3530285.28",
        "weight": "0.00875423",
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      },
      {
        "name": "HOME DEPOT INC",
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      },
      {
        "name": "BERKSHIRE HATH-B",
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      },
      {
        "name": "EATON CORP PLC",
        "value": "3163591.15",
        "weight": "0.00784492",
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      },
      {
        "name": "UNITED RENTALS INC",
        "value": "2957953.60",
        "weight": "0.00733499",
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      },
      {
        "name": "COMMSTCK",
        "value": "2925448.00",
        "weight": "0.00725439",
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      },
      {
        "name": "ABBVIE INC",
        "value": "2827370.00",
        "weight": "0.00701118",
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      },
      {
        "name": "ASML Holding NV - NY Reg Shares",
        "value": "2706380.67",
        "weight": "0.00671115",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "2597175.00",
        "weight": "0.00644035",
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      },
      {
        "name": "UC Health LLC, Series 2025",
        "value": "2586592.55",
        "weight": "0.00641411",
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      },
      {
        "name": "CVS HEALTH CORP",
        "value": "2559324.60",
        "weight": "0.00634649",
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      },
      {
        "name": "CASEY'S GENERAL",
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        "weight": "0.00623056",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "2508670.55",
        "weight": "0.00622088",
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      },
      {
        "name": "Federal Home Loan Bank 5.00%, DUE 06/26/2029",
        "value": "2504620.85",
        "weight": "0.00621084",
        "shared": false
      },
      {
        "name": "AMERICAN ELECTRIC POWER CO INC",
        "value": "2501268.56",
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    ],
    "b_top": [
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        "name": "APPLE INC",
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      },
      {
        "name": "NVIDIA CORP",
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      },
      {
        "name": "AMAZON.COM INC",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "5206509.00",
        "weight": "0.04330192",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "4292600.00",
        "weight": "0.03570105",
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      },
      {
        "name": "BROADCOM INC",
        "value": "3776820.00",
        "weight": "0.03141137",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "3582500.00",
        "weight": "0.02979523",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "3317594.00",
        "weight": "0.02759204",
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      },
      {
        "name": "TESLA INC",
        "value": "2668542.00",
        "weight": "0.02219395",
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      },
      {
        "name": "BERKSHIRE HATH-B",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
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      },
      {
        "name": "ADV MICRO DEVICE",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1710940.00",
        "weight": "0.01422969",
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      },
      {
        "name": "WALMART INC",
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      },
      {
        "name": "VISA INC-CLASS A",
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      },
      {
        "name": "CATERPILLAR INC",
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        "weight": "0.01312125",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
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      },
      {
        "name": "COCA-COLA CO/THE",
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      {
        "name": "HOME DEPOT INC",
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      {
        "name": "CISCO SYSTEMS INC",
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      {
        "name": "COSTCO WHOLESALE CORP",
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      },
      {
        "name": "MASTERCARD INC CL A",
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      {
        "name": "LINDE PLC",
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        "name": "TEXAS INSTRUMENTS INC",
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        "name": "PALANTIR TECHNOLOGIES INC",
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      },
      {
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      },
      {
        "name": "PROCTER & GAMBLE",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
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      },
      {
        "name": "ABBVIE INC",
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      {
        "name": "LOWES COS INC",
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      {
        "name": "QUALCOMM INC",
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      },
      {
        "name": "RTX CORP",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1127840.00",
        "weight": "0.00938011",
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      },
      {
        "name": "CHEVRON CORP",
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      },
      {
        "name": "NT-INST TRSR-PRM",
        "value": "1113893.89",
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      },
      {
        "name": "SOUTHERN CO",
        "value": "1080651.00",
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      },
      {
        "name": "HONEYWELL INTL INC",
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      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
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      },
      {
        "name": "SALESFORCE INC",
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      },
      {
        "name": "BLACKROCK INC",
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      },
      {
        "name": "THE BOOKING HOLDINGS INC",
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      },
      {
        "name": "INTL BUS MACH CORP",
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      },
      {
        "name": "PEPSICO INC",
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      },
      {
        "name": "NETFLIX INC",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
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      },
      {
        "name": "SERVICENOW INC",
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        "weight": "0.00788258",
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      },
      {
        "name": "MCDONALDS CORP",
        "value": "945000.00",
        "weight": "0.00785945",
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      },
      {
        "name": "DANAHER CORP",
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        "weight": "0.00782807",
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      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "907596.00",
        "weight": "0.00754837",
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      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "897990.00",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-008756",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1045487/000091047226008756/0000910472-26-008756-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002066578-26-001021",
      "as_of": "2026-01-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/92500/000206657826001021/0002066578-26-001021-index.htm"
    }
  ]
}