{
  "page": "compare",
  "query": {
    "a": "HBLIX",
    "b": "FVD"
  },
  "retrieved_at": "2026-07-07T18:27:48+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": "THE HARTFORD BALANCED INCOME FUND",
    "ticker": "HBLIX",
    "slug": "HBLIX",
    "series_id": "S000012949",
    "html_url": "https://fundwatcher.app/funds/HBLIX/"
  },
  "fund_b": {
    "name": "First Trust Value Line Dividend Index Fund",
    "ticker": "FVD",
    "slug": "FVD",
    "series_id": "S000013817",
    "html_url": "https://fundwatcher.app/funds/FVD/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1764311957113319032237190998",
    "coverage_b_by_a": "0.1764311957113319032237191000",
    "shared_count": 42,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "MERCK & CO",
        "value": "133043291.21",
        "weight": "0.01152036",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "120536729.60",
        "weight": "0.01043741",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "111095707.50",
        "weight": "0.00961990",
        "shared": true
      },
      {
        "name": "UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT",
        "value": "100756282.52",
        "weight": "0.00872460",
        "shared": true
      },
      {
        "name": "T-MOBILE US INC",
        "value": "100489341.55",
        "weight": "0.00870148",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "94374887.20",
        "weight": "0.00817202",
        "shared": true
      },
      {
        "name": "ELEVANCE HEALTH INC",
        "value": "91951627.44",
        "weight": "0.00796219",
        "shared": false
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "90980697.60",
        "weight": "0.00787812",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "87835175.12",
        "weight": "0.00760574",
        "shared": true
      },
      {
        "name": "HUNTINGTON BANCSHARES INC",
        "value": "87630840.88",
        "weight": "0.00758805",
        "shared": false
      },
      {
        "name": "M&T BANK CORP",
        "value": "86969326.98",
        "weight": "0.00753077",
        "shared": false
      },
      {
        "name": "EQT CORPORATION",
        "value": "82752953.04",
        "weight": "0.00716567",
        "shared": false
      },
      {
        "name": "KEURIG DR PEPPER INC",
        "value": "79978050.88",
        "weight": "0.00692539",
        "shared": true
      },
      {
        "name": "DOMINION ENERGY INC",
        "value": "79464473.22",
        "weight": "0.00688091",
        "shared": true
      },
      {
        "name": "MARSH & MCLENNAN",
        "value": "79196374.08",
        "weight": "0.00685770",
        "shared": true
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "78914689.35",
        "weight": "0.00683331",
        "shared": true
      },
      {
        "name": "FERGUSON ENTERPRISES INC",
        "value": "78535256.80",
        "weight": "0.00680045",
        "shared": false
      },
      {
        "name": "GAMING AND LEISURE PROPRTI INC",
        "value": "78178250.00",
        "weight": "0.00676954",
        "shared": true
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "77819160.30",
        "weight": "0.00673845",
        "shared": false
      },
      {
        "name": "PPL CORPORATION",
        "value": "75615107.50",
        "weight": "0.00654759",
        "shared": true
      },
      {
        "name": "NXP SEMICONDUCTORS NV",
        "value": "75409322.82",
        "weight": "0.00652977",
        "shared": false
      },
      {
        "name": "AMERICAN ELECTRIC POWER CO INC",
        "value": "74712770.40",
        "weight": "0.00646946",
        "shared": true
      },
      {
        "name": "ARCHER DANIELS MIDLAND CO",
        "value": "74513516.20",
        "weight": "0.00645221",
        "shared": false
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "74198978.32",
        "weight": "0.00642497",
        "shared": true
      },
      {
        "name": "CROWN CASTLE INC",
        "value": "74151365.80",
        "weight": "0.00642085",
        "shared": false
      },
      {
        "name": "WILLIAMS COS INC",
        "value": "73023240.36",
        "weight": "0.00632316",
        "shared": true
      },
      {
        "name": "SEMPRA ENERGY",
        "value": "72463494.18",
        "weight": "0.00627469",
        "shared": false
      },
      {
        "name": "PACCAR INC",
        "value": "72322702.20",
        "weight": "0.00626250",
        "shared": true
      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "69482608.00",
        "weight": "0.00601657",
        "shared": false
      },
      {
        "name": "TE CONNECTIVITY PLC",
        "value": "68795577.90",
        "weight": "0.00595708",
        "shared": true
      },
      {
        "name": "AMERICAN INTERNATIONAL GROUP",
        "value": "68465554.56",
        "weight": "0.00592851",
        "shared": true
      },
      {
        "name": "PPG INDUSTRIES INC",
        "value": "67616376.95",
        "weight": "0.00585498",
        "shared": true
      },
      {
        "name": "INDITEX SA",
        "value": "67319438.71",
        "weight": "0.00582926",
        "shared": false
      },
      {
        "name": "NETAPP INC",
        "value": "66598854.30",
        "weight": "0.00576687",
        "shared": false
      },
      {
        "name": "EMERSON ELECTRIC CO",
        "value": "66230463.20",
        "weight": "0.00573497",
        "shared": true
      },
      {
        "name": "REGIONS FINANCIAL CORP",
        "value": "65887012.50",
        "weight": "0.00570523",
        "shared": false
      },
      {
        "name": "L3HARRIS TECHNOLOGIES INC",
        "value": "65666746.20",
        "weight": "0.00568615",
        "shared": true
      },
      {
        "name": "State Street Navigator Securities Lending Government Money Market Portfolio",
        "value": "65559431.50",
        "weight": "0.00567686",
        "shared": false
      },
      {
        "name": "TARGA RESOURCES CORP",
        "value": "63462449.70",
        "weight": "0.00549528",
        "shared": false
      },
      {
        "name": "AMDOCS LTD",
        "value": "62922217.64",
        "weight": "0.00544850",
        "shared": true
      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "62465279.76",
        "weight": "0.00540894",
        "shared": true
      },
      {
        "name": "ROCHE HOLDINGS AG (GENUSSCHEINE)",
        "value": "61527172.32",
        "weight": "0.00532770",
        "shared": false
      },
      {
        "name": "IDEX CORPORATION",
        "value": "61196683.90",
        "weight": "0.00529909",
        "shared": true
      },
      {
        "name": "RAYMOND JAMES FINANCIAL INC.",
        "value": "60442535.34",
        "weight": "0.00523378",
        "shared": true
      },
      {
        "name": "CONSTELLATION BRANDS INC CL A",
        "value": "60363347.20",
        "weight": "0.00522693",
        "shared": true
      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "60149033.49",
        "weight": "0.00520837",
        "shared": false
      },
      {
        "name": "DICKS SPORTING GOODS INC",
        "value": "59387192.00",
        "weight": "0.00514240",
        "shared": false
      },
      {
        "name": "DARDEN RESTAURANTS INC",
        "value": "58042746.00",
        "weight": "0.00502598",
        "shared": false
      },
      {
        "name": "AVERY DENNISON CORP",
        "value": "57818272.72",
        "weight": "0.00500655",
        "shared": true
      },
      {
        "name": "WEYERHAEUSER CO",
        "value": "57813274.14",
        "weight": "0.00500611",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "ENTERGY CORP",
        "value": "37591948.12",
        "weight": "0.00465255",
        "shared": false
      },
      {
        "name": "RIO TINTO PLC SPON ADR",
        "value": "36847124.46",
        "weight": "0.00456037",
        "shared": false
      },
      {
        "name": "SANOFI SPON ADR",
        "value": "36487243.98",
        "weight": "0.00451583",
        "shared": false
      },
      {
        "name": "America Movil S.A.B. de C.V. SPON ADS RP CL B",
        "value": "36466542.84",
        "weight": "0.00451327",
        "shared": false
      },
      {
        "name": "ASTRAZENECA PLC",
        "value": "36326149.02",
        "weight": "0.00449589",
        "shared": false
      },
      {
        "name": "LANDSTAR SYSTEM INC",
        "value": "36144454.46",
        "weight": "0.00447340",
        "shared": false
      },
      {
        "name": "BRISTOL-MYERS SQUIBB CO",
        "value": "36075772.35",
        "weight": "0.00446490",
        "shared": false
      },
      {
        "name": "GSK plc SPONSORED ADR",
        "value": "35991882.55",
        "weight": "0.00445452",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "35982850.54",
        "weight": "0.00445340",
        "shared": false
      },
      {
        "name": "THE CAMPBELL'S COMPANY",
        "value": "35955159.97",
        "weight": "0.00444998",
        "shared": false
      },
      {
        "name": "KRAFT HEINZ CO/T",
        "value": "35950939.70",
        "weight": "0.00444945",
        "shared": false
      },
      {
        "name": "MSC INDUSTRIAL DIRECT CO CL A",
        "value": "35913144.86",
        "weight": "0.00444478",
        "shared": false
      },
      {
        "name": "CSX CORP",
        "value": "35741947.65",
        "weight": "0.00442359",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "35700026.86",
        "weight": "0.00441840",
        "shared": false
      },
      {
        "name": "PFIZER INC",
        "value": "35563909.68",
        "weight": "0.00440155",
        "shared": true
      },
      {
        "name": "AVERY DENNISON CORP",
        "value": "35516822.40",
        "weight": "0.00439573",
        "shared": true
      },
      {
        "name": "PPG INDUSTRIES INC",
        "value": "35499443.84",
        "weight": "0.00439357",
        "shared": true
      },
      {
        "name": "GENUINE PARTS CO",
        "value": "35478807.75",
        "weight": "0.00439102",
        "shared": false
      },
      {
        "name": "IDACORP INC",
        "value": "35472858.58",
        "weight": "0.00439028",
        "shared": false
      },
      {
        "name": "SONOCO PRODUCTS CO",
        "value": "35417482.92",
        "weight": "0.00438343",
        "shared": false
      },
      {
        "name": "FASTENAL CO",
        "value": "35391878.40",
        "weight": "0.00438026",
        "shared": false
      },
      {
        "name": "OLD REPUBLIC INTL CORP",
        "value": "35358262.80",
        "weight": "0.00437610",
        "shared": false
      },
      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "35345080.26",
        "weight": "0.00437447",
        "shared": false
      },
      {
        "name": "TE CONNECTIVITY PLC",
        "value": "35294699.16",
        "weight": "0.00436823",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "35256036.68",
        "weight": "0.00436345",
        "shared": true
      },
      {
        "name": "CMS ENERGY CORP",
        "value": "35249714.28",
        "weight": "0.00436267",
        "shared": false
      },
      {
        "name": "EXELON CORP",
        "value": "35234448.54",
        "weight": "0.00436078",
        "shared": false
      },
      {
        "name": "FIRSTENERGY CORP",
        "value": "35218680.02",
        "weight": "0.00435883",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "35203515.48",
        "weight": "0.00435695",
        "shared": true
      },
      {
        "name": "ALLIANT ENERGY CORPORATION",
        "value": "35174599.20",
        "weight": "0.00435337",
        "shared": false
      },
      {
        "name": "CONSOLIDATED EDISON INC",
        "value": "35169779.56",
        "weight": "0.00435277",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "35159299.20",
        "weight": "0.00435148",
        "shared": false
      },
      {
        "name": "TAKEDA PHARM-ADR",
        "value": "35157738.32",
        "weight": "0.00435128",
        "shared": false
      },
      {
        "name": "PORTLAND GENERAL ELECTRIC CO",
        "value": "35157009.87",
        "weight": "0.00435119",
        "shared": false
      },
      {
        "name": "PRUDENTL FINL",
        "value": "35127956.34",
        "weight": "0.00434760",
        "shared": false
      },
      {
        "name": "PPL CORPORATION",
        "value": "35099267.80",
        "weight": "0.00434405",
        "shared": true
      },
      {
        "name": "AVISTA CORP",
        "value": "35084768.40",
        "weight": "0.00434225",
        "shared": false
      },
      {
        "name": "CENTERPOINT ENERGY INC",
        "value": "35041388.20",
        "weight": "0.00433688",
        "shared": false
      },
      {
        "name": "DOMINION ENERGY INC",
        "value": "35038092.32",
        "weight": "0.00433648",
        "shared": true
      },
      {
        "name": "HSBC HOLDINGS PLC SPONS ADR",
        "value": "35034657.86",
        "weight": "0.00433605",
        "shared": false
      },
      {
        "name": "WEC ENERGY GROUP INC",
        "value": "35030149.68",
        "weight": "0.00433549",
        "shared": true
      },
      {
        "name": "PINNACLE WEST CAPITAL CORP",
        "value": "35009819.00",
        "weight": "0.00433298",
        "shared": false
      },
      {
        "name": "XCEL ENERGY INC",
        "value": "35001740.64",
        "weight": "0.00433198",
        "shared": false
      },
      {
        "name": "EVERGY INC",
        "value": "34976399.36",
        "weight": "0.00432884",
        "shared": false
      },
      {
        "name": "Novartis AG",
        "value": "34971348.75",
        "weight": "0.00432822",
        "shared": false
      },
      {
        "name": "RPM INTL INC",
        "value": "34971007.40",
        "weight": "0.00432817",
        "shared": false
      },
      {
        "name": "VERISIGN INC",
        "value": "34951454.44",
        "weight": "0.00432575",
        "shared": false
      },
      {
        "name": "SOUTHERN CO",
        "value": "34906554.52",
        "weight": "0.00432020",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "34900588.80",
        "weight": "0.00431946",
        "shared": false
      },
      {
        "name": "PEPSICO INC",
        "value": "34896302.93",
        "weight": "0.00431893",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-030386",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1006415/000141036826030386/0001410368-26-030386-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-021489",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1329377/000094040026021489/0000940400-26-021489-index.htm"
    }
  ]
}