{
  "page": "compare",
  "query": {
    "a": "LGWIX",
    "b": "EVTTX"
  },
  "retrieved_at": "2026-07-07T13:37:35+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 Conservative/Moderate (30%-50%) RMS Fund",
    "ticker": "EVTTX",
    "slug": "EVTTX",
    "series_id": "S000070061",
    "html_url": "https://fundwatcher.app/funds/EVTTX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.06345941555062565124317328959",
    "coverage_b_by_a": "0.06345941555062565124317328959",
    "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",
        "shared": true
      },
      {
        "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": "ISHARES CONVT BD",
        "value": "1512497.61",
        "weight": "0.04702320",
        "shared": false
      },
      {
        "name": "T ROWE PR INST FLTNG RT-INST",
        "value": "1202533.59",
        "weight": "0.03738649",
        "shared": false
      },
      {
        "name": "Pacer Aristotle Pacific Floating Rate High Income ETF",
        "value": "1181321.79",
        "weight": "0.03672702",
        "shared": false
      },
      {
        "name": "Vanguard Emerging Markets Bond Fund, Admiral Shares",
        "value": "979155.77",
        "weight": "0.03044172",
        "shared": false
      },
      {
        "name": "Eaton Vance Total Return Bond ETF",
        "value": "962829.00",
        "weight": "0.02993413",
        "shared": false
      },
      {
        "name": "Allspring Core Plus Bond Fund - Class R6",
        "value": "930511.50",
        "weight": "0.02892939",
        "shared": false
      },
      {
        "name": "Dodge & Cox Global Bond Fund - Class I",
        "value": "919888.07",
        "weight": "0.02859911",
        "shared": false
      },
      {
        "name": "Vanguard Intermediate-Term Bond ETF",
        "value": "874758.12",
        "weight": "0.02719603",
        "shared": true
      },
      {
        "name": "WisdomTree Interest Rate Hedged High Yield Bond Fund",
        "value": "774553.91",
        "weight": "0.02408070",
        "shared": false
      },
      {
        "name": "ISHARES 10 20 YEAR TREASURY BOND ETF",
        "value": "712996.88",
        "weight": "0.02216691",
        "shared": false
      },
      {
        "name": "ISHARES 7-10 YEAR TSY. BD",
        "value": "712173.28",
        "weight": "0.02214130",
        "shared": false
      },
      {
        "name": "NEW PERSPECTIVE FUND R6 (NPF CL R6)",
        "value": "697653.16",
        "weight": "0.02168987",
        "shared": false
      },
      {
        "name": "VANGUARD US MOMENTUM FACTOR MUTUAL FUND",
        "value": "673096.50",
        "weight": "0.02092641",
        "shared": false
      },
      {
        "name": "The Gabelli U.S. Treasury Money Market Fund",
        "value": "643294.88",
        "weight": "0.01999989",
        "shared": false
      },
      {
        "name": "Invesco Nasdaq Next Gen 100 ETF",
        "value": "640953.21",
        "weight": "0.01992709",
        "shared": false
      },
      {
        "name": "iShares 5-10 Year Investment Grade Corporate Bond ETF",
        "value": "618203.52",
        "weight": "0.01921980",
        "shared": false
      },
      {
        "name": "VANGUARD INT-TERM CORPORATE MUTUAL FUND",
        "value": "611605.25",
        "weight": "0.01901466",
        "shared": false
      },
      {
        "name": "Schwab 5-10 Year Corporate Bond ETF",
        "value": "611316.72",
        "weight": "0.01900569",
        "shared": false
      },
      {
        "name": "JPMorgan Inflation Managed Bond ETF",
        "value": "572867.58",
        "weight": "0.01781032",
        "shared": false
      },
      {
        "name": "Hartford Schroders Emerging Markets Multi-Sector Bond Fund - Class SDR",
        "value": "550315.70",
        "weight": "0.01710919",
        "shared": false
      },
      {
        "name": "WisdomTree U.S. Value Fund",
        "value": "514289.17",
        "weight": "0.01598913",
        "shared": true
      },
      {
        "name": "Nuveen Large Cap Growth Index Fund - Class R6",
        "value": "498414.68",
        "weight": "0.01549560",
        "shared": false
      },
      {
        "name": "VANGUARD GRW ETF",
        "value": "496193.44",
        "weight": "0.01542654",
        "shared": false
      },
      {
        "name": "EV-SHRT DUR",
        "value": "494321.76",
        "weight": "0.01536835",
        "shared": false
      },
      {
        "name": "SCHW-US L/C GRW",
        "value": "490374.42",
        "weight": "0.01524563",
        "shared": true
      },
      {
        "name": "VNGRD MULTI ETF",
        "value": "482128.18",
        "weight": "0.01498925",
        "shared": false
      },
      {
        "name": "Vanguard Core Bond Fund, Admiral Shares",
        "value": "482067.48",
        "weight": "0.01498737",
        "shared": false
      },
      {
        "name": "ISHARES US SMALLCAP EQUITY F MUTUAL FUND",
        "value": "481248.75",
        "weight": "0.01496191",
        "shared": false
      },
      {
        "name": "Invesco Dorsey Wright Developed Markets Momentum ETF",
        "value": "443253.52",
        "weight": "0.01378065",
        "shared": false
      },
      {
        "name": "iShares Morningstar Small-Cap Growth ETF",
        "value": "442619.60",
        "weight": "0.01376094",
        "shared": false
      },
      {
        "name": "VictoryShares U.S. Small Mid Cap Value Momentum ETF",
        "value": "441014.78",
        "weight": "0.01371105",
        "shared": false
      },
      {
        "name": "STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF",
        "value": "436130.64",
        "weight": "0.01355920",
        "shared": false
      },
      {
        "name": "DFA U.S. Targeted Value Portfolio - Class Institutional",
        "value": "409002.64",
        "weight": "0.01271580",
        "shared": false
      },
      {
        "name": "Vanguard Russell 2000 Growth",
        "value": "407229.74",
        "weight": "0.01266068",
        "shared": false
      },
      {
        "name": "Vanguard Global Capital Cycles Fund - Class Investor",
        "value": "403344.01",
        "weight": "0.01253987",
        "shared": false
      },
      {
        "name": "Vanguard S&P 500 ETF",
        "value": "394980.55",
        "weight": "0.01227985",
        "shared": false
      },
      {
        "name": "SS SPDR S&P15 VT",
        "value": "385452.69",
        "weight": "0.01198363",
        "shared": false
      },
      {
        "name": "Vanguard Total World Stock ETF",
        "value": "381348.24",
        "weight": "0.01185603",
        "shared": false
      },
      {
        "name": "Schwab Fundamental U.S. Large Company ETF",
        "value": "380486.70",
        "weight": "0.01182924",
        "shared": false
      },
      {
        "name": "iShares Morningstar Value ETF",
        "value": "378148.40",
        "weight": "0.01175655",
        "shared": false
      },
      {
        "name": "First Trust U.S. Equity Opportunities ETF",
        "value": "370027.30",
        "weight": "0.01150406",
        "shared": false
      },
      {
        "name": "Vanguard Mega Cap ETF",
        "value": "364688.05",
        "weight": "0.01133807",
        "shared": false
      },
      {
        "name": "American High-Income Trust - Class F-3",
        "value": "355340.92",
        "weight": "0.01104747",
        "shared": false
      },
      {
        "name": "VANGUARD LARGE-CAP ETF MUTUAL FUND",
        "value": "354734.95",
        "weight": "0.01102863",
        "shared": false
      },
      {
        "name": "MSILF Government Portfolio - Class Advisory",
        "value": "341436.77",
        "weight": "0.01061519",
        "shared": false
      },
      {
        "name": "Vanguard Strategic Equity Fund - Class Investor",
        "value": "340968.61",
        "weight": "0.01060063",
        "shared": false
      },
      {
        "name": "Vanguard Strategic Small-Cap Equity Investor Class",
        "value": "335462.83",
        "weight": "0.01042946",
        "shared": false
      },
      {
        "name": "U.S. Large Company Portfolio",
        "value": "329338.85",
        "weight": "0.01023907",
        "shared": false
      },
      {
        "name": "State Street SPDR Global Dow ETF",
        "value": "328583.44",
        "weight": "0.01021558",
        "shared": false
      },
      {
        "name": "Dimensional Global Equity Portfolio - Class Institutional",
        "value": "287941.82",
        "weight": "0.00895204",
        "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": "0001193125-26-238502",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1821505/000119312526238502/0001193125-26-238502-index.htm"
    }
  ]
}