{
  "page": "compare",
  "query": {
    "a": "JMVZX",
    "b": "GSMCX"
  },
  "retrieved_at": "2026-07-07T18:00:53+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": "JPMorgan Mid Cap Value Fund",
    "ticker": "JMVZX",
    "slug": "JMVZX",
    "series_id": "S000004475",
    "html_url": "https://fundwatcher.app/funds/JMVZX/"
  },
  "fund_b": {
    "name": "Goldman Sachs Mid Cap Value Fund",
    "ticker": "GSMCX",
    "slug": "GSMCX",
    "series_id": "S000009320",
    "html_url": "https://fundwatcher.app/funds/GSMCX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2112648974680364599003799561",
    "coverage_b_by_a": "0.2112648974680364599003799562",
    "shared_count": 22,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "JPMorgan Prime Money Market Fund, IM Shares",
        "value": "295958382.78",
        "weight": "0.02728233",
        "shared": false
      },
      {
        "name": "IQVIA HOLDINGS INC",
        "value": "228459135.88",
        "weight": "0.02106005",
        "shared": false
      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "213939283.72",
        "weight": "0.01972156",
        "shared": false
      },
      {
        "name": "XCEL ENERGY INC",
        "value": "211061037.84",
        "weight": "0.01945624",
        "shared": false
      },
      {
        "name": "FIDELITY NATL INFORM SVCS INC",
        "value": "202799341.78",
        "weight": "0.01869465",
        "shared": false
      },
      {
        "name": "GE HEALTHCARE TECHNOLOGIES INC WI",
        "value": "183595428.16",
        "weight": "0.01692438",
        "shared": false
      },
      {
        "name": "NISOURCE INC",
        "value": "174710484.46",
        "weight": "0.01610533",
        "shared": true
      },
      {
        "name": "RAYMOND JAMES FINANCIAL INC.",
        "value": "174066538.00",
        "weight": "0.01604597",
        "shared": true
      },
      {
        "name": "LOEWS CORP",
        "value": "173132706.96",
        "weight": "0.01595989",
        "shared": false
      },
      {
        "name": "WEC ENERGY GROUP INC",
        "value": "172185762.93",
        "weight": "0.01587260",
        "shared": false
      },
      {
        "name": "AMERIPRISE FINANCIAL INC",
        "value": "172083678.80",
        "weight": "0.01586319",
        "shared": false
      },
      {
        "name": "FIRST CITIZENS BANCSHARES INC CL A",
        "value": "169191582.18",
        "weight": "0.01559659",
        "shared": false
      },
      {
        "name": "REGENCY CENTERS CORP REIT",
        "value": "168674815.14",
        "weight": "0.01554895",
        "shared": false
      },
      {
        "name": "COTERRA ENERGY INC",
        "value": "167326489.40",
        "weight": "0.01542466",
        "shared": false
      },
      {
        "name": "CMS ENERGY CORP",
        "value": "166377059.46",
        "weight": "0.01533713",
        "shared": true
      },
      {
        "name": "AMETEK INC NEW",
        "value": "164468353.08",
        "weight": "0.01516118",
        "shared": true
      },
      {
        "name": "MKS INSTRUMENTS INC",
        "value": "163954727.16",
        "weight": "0.01511384",
        "shared": false
      },
      {
        "name": "HEALTHPEAK PROPERTIES INC",
        "value": "162211599.13",
        "weight": "0.01495315",
        "shared": false
      },
      {
        "name": "QUEST DIAGNOSTICS INC",
        "value": "159518312.96",
        "weight": "0.01470487",
        "shared": true
      },
      {
        "name": "DIAMONDBACK ENERGY INC",
        "value": "158530662.90",
        "weight": "0.01461383",
        "shared": false
      },
      {
        "name": "ROSS STORES INC",
        "value": "156564133.38",
        "weight": "0.01443255",
        "shared": true
      },
      {
        "name": "DOVER CORP",
        "value": "155254602.25",
        "weight": "0.01431183",
        "shared": false
      },
      {
        "name": "PUBLIC STORAGE",
        "value": "154696317.44",
        "weight": "0.01426037",
        "shared": false
      },
      {
        "name": "STATE STREET CORP",
        "value": "152770702.56",
        "weight": "0.01408286",
        "shared": false
      },
      {
        "name": "SILGAN HOLDINGS INC",
        "value": "151892649.20",
        "weight": "0.01400192",
        "shared": false
      },
      {
        "name": "OMNICOM GROUP INC",
        "value": "151830457.63",
        "weight": "0.01399619",
        "shared": true
      },
      {
        "name": "HUBBELL INC",
        "value": "146992333.68",
        "weight": "0.01355019",
        "shared": false
      },
      {
        "name": "CENCORA INC",
        "value": "139246010.54",
        "weight": "0.01283611",
        "shared": true
      },
      {
        "name": "ZOOM VIDEO COMMUNICATIONS INC CL A",
        "value": "137300814.26",
        "weight": "0.01265680",
        "shared": false
      },
      {
        "name": "HARTFORD INSURANCE GROUP INC/THE",
        "value": "135796072.78",
        "weight": "0.01251809",
        "shared": false
      },
      {
        "name": "ALBERTSONS COS INC CL A",
        "value": "132364198.08",
        "weight": "0.01220173",
        "shared": false
      },
      {
        "name": "M&T BANK CORP",
        "value": "132118266.24",
        "weight": "0.01217906",
        "shared": false
      },
      {
        "name": "CDW CORPORATION",
        "value": "128561603.34",
        "weight": "0.01185119",
        "shared": false
      },
      {
        "name": "TELEDYNE TECHNOLOGIES INC",
        "value": "127500412.41",
        "weight": "0.01175337",
        "shared": false
      },
      {
        "name": "HENRY SCHEIN INC",
        "value": "124054198.40",
        "weight": "0.01143569",
        "shared": false
      },
      {
        "name": "ITT INC",
        "value": "121613393.70",
        "weight": "0.01121069",
        "shared": true
      },
      {
        "name": "JABIL INC",
        "value": "120725381.81",
        "weight": "0.01112883",
        "shared": true
      },
      {
        "name": "GLOBUS MEDICAL INC",
        "value": "119776357.92",
        "weight": "0.01104134",
        "shared": false
      },
      {
        "name": "PG&E CORP",
        "value": "117961220.02",
        "weight": "0.01087402",
        "shared": true
      },
      {
        "name": "CHENIERE ENERGY INC",
        "value": "115427609.04",
        "weight": "0.01064046",
        "shared": false
      },
      {
        "name": "ACUITY INC",
        "value": "114500694.20",
        "weight": "0.01055502",
        "shared": false
      },
      {
        "name": "RPM INTL INC",
        "value": "114416656.20",
        "weight": "0.01054727",
        "shared": true
      },
      {
        "name": "AUTOZONE INC",
        "value": "113635274.76",
        "weight": "0.01047524",
        "shared": false
      },
      {
        "name": "RALPH LAUREN CORP",
        "value": "111580724.28",
        "weight": "0.01028584",
        "shared": false
      },
      {
        "name": "AVALONBAY COMMUNITIES INC REIT",
        "value": "111249354.15",
        "weight": "0.01025530",
        "shared": true
      },
      {
        "name": "BAKER HUGHES CO",
        "value": "110338595.40",
        "weight": "0.01017134",
        "shared": false
      },
      {
        "name": "MGIC INVT CORP",
        "value": "108930832.50",
        "weight": "0.01004157",
        "shared": false
      },
      {
        "name": "MIDDLEBY CORP",
        "value": "108912481.30",
        "weight": "0.01003988",
        "shared": false
      },
      {
        "name": "SBA COMMUNICATIONS CORP",
        "value": "107798344.74",
        "weight": "0.00993717",
        "shared": false
      },
      {
        "name": "VERALTO CORP",
        "value": "105024657.06",
        "weight": "0.00968149",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "UNITED RENTALS INC",
        "value": "30427320.00",
        "weight": "0.02682375",
        "shared": false
      },
      {
        "name": "COCA-COLA EUROPA",
        "value": "29750062.86",
        "weight": "0.02622670",
        "shared": false
      },
      {
        "name": "L3HARRIS TECHNOLOGIES INC",
        "value": "27732015.96",
        "weight": "0.02444766",
        "shared": false
      },
      {
        "name": "ROCKWELL AUTOMATION INC",
        "value": "26682270.70",
        "weight": "0.02352223",
        "shared": false
      },
      {
        "name": "MARTIN MAR MTLS",
        "value": "24416734.73",
        "weight": "0.02152501",
        "shared": true
      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "23727788.80",
        "weight": "0.02091766",
        "shared": false
      },
      {
        "name": "ROSS STORES INC",
        "value": "23519458.08",
        "weight": "0.02073400",
        "shared": true
      },
      {
        "name": "UNITED AIRLINES HOLDINGS INC",
        "value": "21917890.70",
        "weight": "0.01932211",
        "shared": false
      },
      {
        "name": "AMETEK INC NEW",
        "value": "21381005.16",
        "weight": "0.01884881",
        "shared": true
      },
      {
        "name": "COHERENT CORP",
        "value": "20579238.54",
        "weight": "0.01814200",
        "shared": false
      },
      {
        "name": "CENCORA INC",
        "value": "19668715.42",
        "weight": "0.01733931",
        "shared": true
      },
      {
        "name": "EBAY INC",
        "value": "19428775.52",
        "weight": "0.01712779",
        "shared": false
      },
      {
        "name": "NISOURCE INC",
        "value": "19302042.10",
        "weight": "0.01701606",
        "shared": true
      },
      {
        "name": "OLD DOMINION FRT",
        "value": "19245688.15",
        "weight": "0.01696638",
        "shared": false
      },
      {
        "name": "QUEST DIAGNOSTICS INC",
        "value": "18690673.91",
        "weight": "0.01647710",
        "shared": true
      },
      {
        "name": "INTL PAPER CO",
        "value": "18631125.50",
        "weight": "0.01642460",
        "shared": true
      },
      {
        "name": "PHILLIPS 66",
        "value": "18427773.65",
        "weight": "0.01624533",
        "shared": false
      },
      {
        "name": "PERFORMANCE FOOD GROUP CO",
        "value": "18135466.88",
        "weight": "0.01598765",
        "shared": false
      },
      {
        "name": "FASTENAL CO",
        "value": "17767664.72",
        "weight": "0.01566340",
        "shared": false
      },
      {
        "name": "FIFTH THIRD BANCORP",
        "value": "16506902.25",
        "weight": "0.01455196",
        "shared": false
      },
      {
        "name": "WESTERN DIGITAL CORP",
        "value": "16104286.90",
        "weight": "0.01419702",
        "shared": true
      },
      {
        "name": "VICI PROPERTIES",
        "value": "16067973.96",
        "weight": "0.01416501",
        "shared": false
      },
      {
        "name": "PPL CORPORATION",
        "value": "15396047.54",
        "weight": "0.01357266",
        "shared": false
      },
      {
        "name": "PUB SERV ENTERP",
        "value": "15256423.92",
        "weight": "0.01344957",
        "shared": false
      },
      {
        "name": "AGILENT TECHNOLOGIES INC",
        "value": "14887621.14",
        "weight": "0.01312445",
        "shared": false
      },
      {
        "name": "RAYMOND JAMES FINANCIAL INC.",
        "value": "14483970.36",
        "weight": "0.01276860",
        "shared": true
      },
      {
        "name": "EXPAND ENERGY CORP",
        "value": "14430846.56",
        "weight": "0.01272177",
        "shared": false
      },
      {
        "name": "INVESCO LTD",
        "value": "14221391.86",
        "weight": "0.01253712",
        "shared": false
      },
      {
        "name": "CMS ENERGY CORP",
        "value": "14220762.78",
        "weight": "0.01253657",
        "shared": true
      },
      {
        "name": "AVALONBAY COMMUNITIES INC REIT",
        "value": "14073834.30",
        "weight": "0.01240704",
        "shared": true
      },
      {
        "name": "STANLEY BLACK and DECKER INC",
        "value": "13666025.43",
        "weight": "0.01204753",
        "shared": false
      },
      {
        "name": "LENNAR CORP CL A",
        "value": "13561494.96",
        "weight": "0.01195538",
        "shared": false
      },
      {
        "name": "CASEY'S GENERAL",
        "value": "13529433.06",
        "weight": "0.01192711",
        "shared": false
      },
      {
        "name": "MIRION TECHNOLOGIES INC-A",
        "value": "13399194.06",
        "weight": "0.01181230",
        "shared": false
      },
      {
        "name": "MID AMERICA APT CMNTY INC",
        "value": "13346243.58",
        "weight": "0.01176562",
        "shared": false
      },
      {
        "name": "TERADYNE INC",
        "value": "12953214.25",
        "weight": "0.01141914",
        "shared": false
      },
      {
        "name": "INGERSOLL RAND INC",
        "value": "12910077.18",
        "weight": "0.01138111",
        "shared": true
      },
      {
        "name": "STEEL DYNAMICS INC",
        "value": "12891813.76",
        "weight": "0.01136501",
        "shared": true
      },
      {
        "name": "EQUITABLE HOLDINGS INC",
        "value": "12787949.00",
        "weight": "0.01127345",
        "shared": false
      },
      {
        "name": "BKV CORPORATION",
        "value": "12656160.79",
        "weight": "0.01115727",
        "shared": false
      },
      {
        "name": "BUILDERS FIRSTSOURCE",
        "value": "12486015.96",
        "weight": "0.01100727",
        "shared": false
      },
      {
        "name": "RPM INTL INC",
        "value": "12418652.52",
        "weight": "0.01094789",
        "shared": true
      },
      {
        "name": "GLOBE LIFE INC",
        "value": "12301343.10",
        "weight": "0.01084447",
        "shared": false
      },
      {
        "name": "SYNCHRONY FINANCIAL",
        "value": "12167852.15",
        "weight": "0.01072679",
        "shared": false
      },
      {
        "name": "ROCKET COS INC-A",
        "value": "11691185.94",
        "weight": "0.01030657",
        "shared": false
      },
      {
        "name": "CBRE GROUP INC - CL A",
        "value": "11478350.10",
        "weight": "0.01011895",
        "shared": true
      },
      {
        "name": "AMERICAN FINL GROUP INC OHIO",
        "value": "11457423.82",
        "weight": "0.01010050",
        "shared": false
      },
      {
        "name": "APTIV PLC",
        "value": "11250737.52",
        "weight": "0.00991829",
        "shared": false
      },
      {
        "name": "DT MIDSTREAM INC",
        "value": "11247983.76",
        "weight": "0.00991586",
        "shared": false
      },
      {
        "name": "OMNICOM GROUP INC",
        "value": "11202670.92",
        "weight": "0.00987592",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-012734",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1037897/000207169126012734/0002071691-26-012734-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-015220",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/822977/000094040026015220/0000940400-26-015220-index.htm"
    }
  ]
}