{
  "page": "compare",
  "query": {
    "a": "LGWIX",
    "b": "EVGLX"
  },
  "retrieved_at": "2026-07-07T13:14:13+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": "Ladenburg Growth Fund",
    "ticker": "LGWIX",
    "slug": "LGWIX",
    "series_id": "S000050299",
    "html_url": "https://fundwatcher.app/funds/LGWIX/"
  },
  "fund_b": {
    "name": "The E-Valuator Growth (70%-85%) RMS Fund",
    "ticker": "EVGLX",
    "slug": "EVGLX",
    "series_id": "S000070062",
    "html_url": "https://fundwatcher.app/funds/EVGLX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.07420876362838412255892203523",
    "coverage_b_by_a": "0.07420876362838412255892203523",
    "shared_count": 4,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "SCHWAB US LG VAL",
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        "shared": false
      },
      {
        "name": "SCHW-US L/C GRW",
        "value": "27576147.54",
        "weight": "0.20543012",
        "shared": true
      },
      {
        "name": "WisdomTree U.S. Value Fund",
        "value": "12251241.44",
        "weight": "0.09126634",
        "shared": true
      },
      {
        "name": "Avantis U.S. Small Cap Value ETF",
        "value": "9933904.28",
        "weight": "0.07400320",
        "shared": false
      },
      {
        "name": "ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW",
        "value": "7279265.92",
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        "shared": false
      },
      {
        "name": "INVESCO S&P SMAL",
        "value": "6917363.88",
        "weight": "0.05153131",
        "shared": false
      },
      {
        "name": "FMR-ENH INTL",
        "value": "6792720.00",
        "weight": "0.05060276",
        "shared": true
      },
      {
        "name": "Invesco Total Return Bond ETF",
        "value": "6669528.60",
        "weight": "0.04968504",
        "shared": false
      },
      {
        "name": "JPM HG EQ ETF",
        "value": "6491977.80",
        "weight": "0.04836237",
        "shared": false
      },
      {
        "name": "Vanguard Intermediate-Term Bond ETF",
        "value": "5375664.18",
        "weight": "0.04004632",
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      },
      {
        "name": "PIMCO Active Bond Exchange-Traded Fund",
        "value": "5360268.36",
        "weight": "0.03993163",
        "shared": false
      },
      {
        "name": "FRST AM-GV OB-X",
        "value": "3847369.79",
        "weight": "0.02866121",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "NEW PERSPECTIVE FUND R6 (NPF CL R6)",
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        "weight": "0.04231289",
        "shared": false
      },
      {
        "name": "Invesco Nasdaq Next Gen 100 ETF",
        "value": "8190339.90",
        "weight": "0.03266410",
        "shared": false
      },
      {
        "name": "VANGUARD US MOMENTUM FACTOR MUTUAL FUND",
        "value": "7819548.30",
        "weight": "0.03118534",
        "shared": false
      },
      {
        "name": "WisdomTree U.S. Value Fund",
        "value": "7242487.42",
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      },
      {
        "name": "Vanguard Total World Stock ETF",
        "value": "6708381.68",
        "weight": "0.02675387",
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      },
      {
        "name": "VNGRD MULTI ETF",
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      },
      {
        "name": "State Street SPDR Global Dow ETF",
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      },
      {
        "name": "Vanguard Strategic Equity Fund - Class Investor",
        "value": "6282907.62",
        "weight": "0.02505702",
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      },
      {
        "name": "Invesco Dorsey Wright Developed Markets Momentum ETF",
        "value": "6186137.44",
        "weight": "0.02467109",
        "shared": false
      },
      {
        "name": "ISHARES US SMALLCAP EQUITY F MUTUAL FUND",
        "value": "6095666.52",
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      },
      {
        "name": "DFA U.S. Targeted Value Portfolio - Class Institutional",
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      {
        "name": "VictoryShares U.S. Small Mid Cap Value Momentum ETF",
        "value": "5968090.77",
        "weight": "0.02380149",
        "shared": false
      },
      {
        "name": "iShares Morningstar Small-Cap Growth ETF",
        "value": "5875930.00",
        "weight": "0.02343395",
        "shared": false
      },
      {
        "name": "First Trust U.S. Equity Opportunities ETF",
        "value": "5808158.13",
        "weight": "0.02316366",
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      },
      {
        "name": "Vanguard Russell 2000 Growth",
        "value": "5737862.48",
        "weight": "0.02288332",
        "shared": false
      },
      {
        "name": "SCHW-US L/C GRW",
        "value": "5720986.35",
        "weight": "0.02281601",
        "shared": true
      },
      {
        "name": "Vanguard Strategic Small-Cap Equity Investor Class",
        "value": "5687765.01",
        "weight": "0.02268352",
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      },
      {
        "name": "Nuveen Large Cap Growth Index Fund - Class R6",
        "value": "5631005.98",
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      },
      {
        "name": "VANGUARD GRW ETF",
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      },
      {
        "name": "Vanguard Global Capital Cycles Fund - Class Investor",
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      {
        "name": "SS SPDR S&P15 VT",
        "value": "4663913.00",
        "weight": "0.01860027",
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      },
      {
        "name": "Vanguard S&P 500 ETF",
        "value": "4583208.50",
        "weight": "0.01827841",
        "shared": false
      },
      {
        "name": "Schwab Fundamental U.S. Large Company ETF",
        "value": "4300903.35",
        "weight": "0.01715254",
        "shared": false
      },
      {
        "name": "iShares Morningstar Value ETF",
        "value": "4124891.18",
        "weight": "0.01645058",
        "shared": false
      },
      {
        "name": "U.S. Large Company Portfolio",
        "value": "3996366.41",
        "weight": "0.01593801",
        "shared": false
      },
      {
        "name": "VANGUARD LARGE-CAP ETF MUTUAL FUND",
        "value": "3989946.35",
        "weight": "0.01591241",
        "shared": false
      },
      {
        "name": "Vanguard Mega Cap ETF",
        "value": "3973752.55",
        "weight": "0.01584782",
        "shared": false
      },
      {
        "name": "ISHARES CONVT BD",
        "value": "3956475.51",
        "weight": "0.01577892",
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      },
      {
        "name": "Dimensional Global Equity Portfolio - Class Institutional",
        "value": "3818304.13",
        "weight": "0.01522788",
        "shared": false
      },
      {
        "name": "T ROWE PR INST FLTNG RT-INST",
        "value": "3775201.72",
        "weight": "0.01505598",
        "shared": false
      },
      {
        "name": "WisdomTree U.S. LargeCap Fund",
        "value": "3610511.10",
        "weight": "0.01439917",
        "shared": false
      },
      {
        "name": "KRANESHARES MSCI E-MKT EX-CH MUTUAL FUND",
        "value": "3421688.67",
        "weight": "0.01364612",
        "shared": false
      },
      {
        "name": "iShares MSCI International Value Factor ETF",
        "value": "3316375.04",
        "weight": "0.01322612",
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      },
      {
        "name": "DFA International Value Portfolio - Class Institutional",
        "value": "3288597.94",
        "weight": "0.01311534",
        "shared": false
      },
      {
        "name": "Invesco S&P International Developed Momentum ETF",
        "value": "3196568.76",
        "weight": "0.01274832",
        "shared": false
      },
      {
        "name": "Eaton Vance Total Return Bond ETF",
        "value": "3135030.50",
        "weight": "0.01250289",
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      },
      {
        "name": "FMR-ENH INTL",
        "value": "2952303.60",
        "weight": "0.01177416",
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      },
      {
        "name": "Vanguard Intermediate-Term Bond ETF",
        "value": "2691652.50",
        "weight": "0.01073465",
        "shared": true
      },
      {
        "name": "ISHARES INTERNATIONAL SMALL MUTUAL FUND",
        "value": "2542628.97",
        "weight": "0.01014032",
        "shared": false
      },
      {
        "name": "Vanguard Emerging Markets Bond Fund, Admiral Shares",
        "value": "2520850.17",
        "weight": "0.01005347",
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      },
      {
        "name": "Vanguard International Explorer Fund - Class Investor",
        "value": "2499004.37",
        "weight": "0.00996634",
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      },
      {
        "name": "Allspring Core Plus Bond Fund - Class R6",
        "value": "2492291.76",
        "weight": "0.00993957",
        "shared": false
      },
      {
        "name": "iShares MSCI Global Silver & Metals Miners ETF",
        "value": "2483051.04",
        "weight": "0.00990272",
        "shared": false
      },
      {
        "name": "Pacer Aristotle Pacific Floating Rate High Income ETF",
        "value": "2468230.38",
        "weight": "0.00984361",
        "shared": false
      },
      {
        "name": "ISHARES EMERGING MARKETS EQU MUTUAL FUND",
        "value": "2309272.02",
        "weight": "0.00920967",
        "shared": false
      },
      {
        "name": "Dodge & Cox Global Bond Fund - Class I",
        "value": "2287737.10",
        "weight": "0.00912378",
        "shared": false
      },
      {
        "name": "Avantis Emerging Markets Equity ETF",
        "value": "2194676.88",
        "weight": "0.00875265",
        "shared": false
      },
      {
        "name": "ISHARES MSCI GLOBAL GOLD MIN MUTUAL FUND",
        "value": "2133881.64",
        "weight": "0.00851019",
        "shared": false
      },
      {
        "name": "WisdomTree Interest Rate Hedged High Yield Bond Fund",
        "value": "2025690.35",
        "weight": "0.00807871",
        "shared": false
      },
      {
        "name": "ISHARES 10 20 YEAR TREASURY BOND ETF",
        "value": "1856471.04",
        "weight": "0.00740384",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-007562",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1314414/000091047226007562/0000910472-26-007562-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001193125-26-238504",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1821505/000119312526238504/0001193125-26-238504-index.htm"
    }
  ]
}