{
  "page": "compare",
  "query": {
    "a": "LGWIX",
    "b": "EVMLX"
  },
  "retrieved_at": "2026-07-07T15:12:37+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 Moderate (50%-70%) RMS Fund",
    "ticker": "EVMLX",
    "slug": "EVMLX",
    "series_id": "S000070063",
    "html_url": "https://fundwatcher.app/funds/EVMLX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.07018460727135981935936815426",
    "coverage_b_by_a": "0.07018460727135981935936815426",
    "shared_count": 4,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "SCHWAB US LG VAL",
        "value": "35740693.00",
        "weight": "0.26625238",
        "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",
        "weight": "0.05422732",
        "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",
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      }
    ],
    "b_top": [
      {
        "name": "NEW PERSPECTIVE FUND R6 (NPF CL R6)",
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        "weight": "0.03320568",
        "shared": false
      },
      {
        "name": "ISHARES CONVT BD",
        "value": "4306836.69",
        "weight": "0.02980172",
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      },
      {
        "name": "Invesco Nasdaq Next Gen 100 ETF",
        "value": "3715182.21",
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      },
      {
        "name": "WisdomTree U.S. Value Fund",
        "value": "3660651.39",
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        "shared": true
      },
      {
        "name": "T ROWE PR INST FLTNG RT-INST",
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        "shared": false
      },
      {
        "name": "VANGUARD US MOMENTUM FACTOR MUTUAL FUND",
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        "shared": false
      },
      {
        "name": "Eaton Vance Total Return Bond ETF",
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      },
      {
        "name": "Pacer Aristotle Pacific Floating Rate High Income ETF",
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      },
      {
        "name": "Allspring Core Plus Bond Fund - Class R6",
        "value": "2974885.35",
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      },
      {
        "name": "Nuveen Large Cap Growth Index Fund - Class R6",
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      {
        "name": "Vanguard Strategic Equity Fund - Class Investor",
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      {
        "name": "DFA U.S. Targeted Value Portfolio - Class Institutional",
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      },
      {
        "name": "VANGUARD GRW ETF",
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      },
      {
        "name": "VictoryShares U.S. Small Mid Cap Value Momentum ETF",
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      },
      {
        "name": "Invesco Dorsey Wright Developed Markets Momentum ETF",
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      },
      {
        "name": "First Trust U.S. Equity Opportunities ETF",
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      },
      {
        "name": "VNGRD MULTI ETF",
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      {
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      },
      {
        "name": "Dodge & Cox Global Bond Fund - Class I",
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      {
        "name": "State Street SPDR Global Dow ETF",
        "value": "2694960.69",
        "weight": "0.01864814",
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      },
      {
        "name": "SCHW-US L/C GRW",
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      },
      {
        "name": "Vanguard Russell 2000 Growth",
        "value": "2669897.13",
        "weight": "0.01847471",
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      },
      {
        "name": "Vanguard Emerging Markets Bond Fund, Admiral Shares",
        "value": "2648166.77",
        "weight": "0.01832434",
        "shared": false
      },
      {
        "name": "ISHARES US SMALLCAP EQUITY F MUTUAL FUND",
        "value": "2626825.53",
        "weight": "0.01817667",
        "shared": false
      },
      {
        "name": "Vanguard Global Capital Cycles Fund - Class Investor",
        "value": "2616830.85",
        "weight": "0.01810751",
        "shared": false
      },
      {
        "name": "Vanguard Strategic Small-Cap Equity Investor Class",
        "value": "2615780.40",
        "weight": "0.01810024",
        "shared": false
      },
      {
        "name": "Vanguard S&P 500 ETF",
        "value": "2559306.65",
        "weight": "0.01770946",
        "shared": false
      },
      {
        "name": "Vanguard Intermediate-Term Bond ETF",
        "value": "2464511.76",
        "weight": "0.01705351",
        "shared": true
      },
      {
        "name": "Vanguard Total World Stock ETF",
        "value": "2425579.52",
        "weight": "0.01678412",
        "shared": false
      },
      {
        "name": "SS SPDR S&P15 VT",
        "value": "2412250.18",
        "weight": "0.01669188",
        "shared": false
      },
      {
        "name": "iShares Morningstar Value ETF",
        "value": "2379447.58",
        "weight": "0.01646490",
        "shared": false
      },
      {
        "name": "Schwab Fundamental U.S. Large Company ETF",
        "value": "2216692.90",
        "weight": "0.01533870",
        "shared": false
      },
      {
        "name": "WisdomTree Interest Rate Hedged High Yield Bond Fund",
        "value": "2205622.10",
        "weight": "0.01526209",
        "shared": false
      },
      {
        "name": "Dimensional Global Equity Portfolio - Class Institutional",
        "value": "2072957.29",
        "weight": "0.01434410",
        "shared": false
      },
      {
        "name": "ISHARES 7-10 YEAR TSY. BD",
        "value": "2031440.40",
        "weight": "0.01405682",
        "shared": false
      },
      {
        "name": "ISHARES 10 20 YEAR TREASURY BOND ETF",
        "value": "2010169.76",
        "weight": "0.01390963",
        "shared": false
      },
      {
        "name": "VANGUARD LARGE-CAP ETF MUTUAL FUND",
        "value": "1989145.60",
        "weight": "0.01376416",
        "shared": false
      },
      {
        "name": "Vanguard Mega Cap ETF",
        "value": "1984867.30",
        "weight": "0.01373455",
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      },
      {
        "name": "U.S. Large Company Portfolio",
        "value": "1972353.08",
        "weight": "0.01364796",
        "shared": false
      },
      {
        "name": "EV-SHRT DUR",
        "value": "1853808.48",
        "weight": "0.01282767",
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      },
      {
        "name": "iShares 5-10 Year Investment Grade Corporate Bond ETF",
        "value": "1743593.64",
        "weight": "0.01206503",
        "shared": false
      },
      {
        "name": "Hartford Schroders Emerging Markets Multi-Sector Bond Fund - Class SDR",
        "value": "1707405.04",
        "weight": "0.01181461",
        "shared": false
      },
      {
        "name": "VANGUARD INT-TERM CORPORATE MUTUAL FUND",
        "value": "1698030.00",
        "weight": "0.01174974",
        "shared": false
      },
      {
        "name": "Schwab 5-10 Year Corporate Bond ETF",
        "value": "1686008.52",
        "weight": "0.01166656",
        "shared": false
      },
      {
        "name": "iShares MSCI International Value Factor ETF",
        "value": "1662512.64",
        "weight": "0.01150398",
        "shared": false
      },
      {
        "name": "WisdomTree U.S. LargeCap Fund",
        "value": "1640497.46",
        "weight": "0.01135164",
        "shared": false
      },
      {
        "name": "DFA International Value Portfolio - Class Institutional",
        "value": "1589321.45",
        "weight": "0.01099752",
        "shared": false
      },
      {
        "name": "KRANESHARES MSCI E-MKT EX-CH MUTUAL FUND",
        "value": "1450288.67",
        "weight": "0.01003546",
        "shared": false
      },
      {
        "name": "Invesco S&P International Developed Momentum ETF",
        "value": "1449476.04",
        "weight": "0.01002984",
        "shared": false
      },
      {
        "name": "FMR-ENH INTL",
        "value": "1332020.40",
        "weight": "0.00921709",
        "shared": true
      }
    ]
  },
  "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": "0001193125-26-238505",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1821505/000119312526238505/0001193125-26-238505-index.htm"
    }
  ]
}