{
  "page": "compare",
  "query": {
    "a": "MFSIX",
    "b": "CADVX"
  },
  "retrieved_at": "2026-07-07T17:38:45+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": "Madison Sustainable Equity Fund",
    "ticker": "MFSIX",
    "slug": "MFSIX",
    "series_id": "S000074726",
    "html_url": "https://fundwatcher.app/funds/MFSIX/"
  },
  "fund_b": {
    "name": "Calamos Dividend Growth Fund",
    "ticker": "CADVX",
    "slug": "CADVX",
    "series_id": "S000041744",
    "html_url": "https://fundwatcher.app/funds/CADVX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3197519122344898752592529637",
    "coverage_b_by_a": "0.3197519122344898752592529638",
    "shared_count": 17,
    "as_of": {
      "a": "2025-01-31",
      "b": "2025-07-31"
    },
    "a_top": [
      {
        "name": "ALPHABET INC CL C",
        "value": "225337.60",
        "weight": "0.07508225",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "224962.52",
        "weight": "0.07495727",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "184926.24",
        "weight": "0.06161722",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "160700.32",
        "weight": "0.05354517",
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      },
      {
        "name": "APPLE INC",
        "value": "135464.00",
        "weight": "0.04513646",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "134526.88",
        "weight": "0.04482421",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "132618.40",
        "weight": "0.04418831",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "112266.00",
        "weight": "0.03740691",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "111389.30",
        "weight": "0.03711479",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "108127.16",
        "weight": "0.03602785",
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      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "100903.14",
        "weight": "0.03362082",
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      },
      {
        "name": "PROGRESSIVE CORP OHIO",
        "value": "92415.00",
        "weight": "0.03079258",
        "shared": false
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "88037.27",
        "weight": "0.02933392",
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      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "87383.65",
        "weight": "0.02911614",
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      },
      {
        "name": "TJX COS INC",
        "value": "83359.72",
        "weight": "0.02777537",
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      {
        "name": "LINDE PLC",
        "value": "82532.20",
        "weight": "0.02749964",
        "shared": true
      },
      {
        "name": "AGILENT TECHNOLOGIES INC",
        "value": "80457.12",
        "weight": "0.02680823",
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      },
      {
        "name": "US BANCORP DEL",
        "value": "71144.42",
        "weight": "0.02370524",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "70036.60",
        "weight": "0.02333612",
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      },
      {
        "name": "DANAHER CORP",
        "value": "69272.14",
        "weight": "0.02308140",
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      },
      {
        "name": "QUALCOMM INC",
        "value": "66923.91",
        "weight": "0.02229897",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "65905.77",
        "weight": "0.02195973",
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      },
      {
        "name": "ECOLAB INC",
        "value": "65799.97",
        "weight": "0.02192448",
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      },
      {
        "name": "BLACKROCK INC",
        "value": "64530.00",
        "weight": "0.02150133",
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      },
      {
        "name": "EQUIFAX INC",
        "value": "61001.16",
        "weight": "0.02032552",
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      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "57845.97",
        "weight": "0.01927421",
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      },
      {
        "name": "KEYSIGHT TECHNOLOGIES INC",
        "value": "56536.95",
        "weight": "0.01883805",
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      },
      {
        "name": "TE CONNECTIVITY PLC",
        "value": "56524.54",
        "weight": "0.01883392",
        "shared": false
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "55008.80",
        "weight": "0.01832887",
        "shared": false
      },
      {
        "name": "ADOBE INC",
        "value": "37183.25",
        "weight": "0.01238942",
        "shared": false
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "35929.55",
        "weight": "0.01197169",
        "shared": false
      },
      {
        "name": "VERTEX PHARMACEUTICALS INC",
        "value": "22160.64",
        "weight": "0.00738390",
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    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "1916549.25",
        "weight": "0.08610185",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "1733875.00",
        "weight": "0.07789512",
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      },
      {
        "name": "APPLE INC",
        "value": "1275517.65",
        "weight": "0.05730321",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "945804.40",
        "weight": "0.04249069",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "845691.10",
        "weight": "0.03799306",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "750236.80",
        "weight": "0.03370473",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "701943.00",
        "weight": "0.03153511",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "505089.20",
        "weight": "0.02269136",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "360675.90",
        "weight": "0.01620353",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "354043.75",
        "weight": "0.01590558",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "315943.65",
        "weight": "0.01419391",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "312650.35",
        "weight": "0.01404596",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "307241.00",
        "weight": "0.01380294",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "307129.05",
        "weight": "0.01379791",
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      },
      {
        "name": "State Street Navigator Securities Lending Government Money Market Portfolio",
        "value": "302452.50",
        "weight": "0.01358782",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "286590.20",
        "weight": "0.01287520",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "283652.10",
        "weight": "0.01274320",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "276157.75",
        "weight": "0.01240651",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "269052.40",
        "weight": "0.01208730",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "249349.25",
        "weight": "0.01120213",
        "shared": false
      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "242178.64",
        "weight": "0.01087999",
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      },
      {
        "name": "NORFOLK SOUTHERN CORP",
        "value": "239080.00",
        "weight": "0.01074078",
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      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "219570.00",
        "weight": "0.00986428",
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      },
      {
        "name": "VISTRA CORP",
        "value": "211668.10",
        "weight": "0.00950929",
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      },
      {
        "name": "GE VERNOVA LLC",
        "value": "207991.35",
        "weight": "0.00934411",
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      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "205929.90",
        "weight": "0.00925149",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "203310.00",
        "weight": "0.00913379",
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      },
      {
        "name": "LINDE PLC",
        "value": "197911.80",
        "weight": "0.00889128",
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      },
      {
        "name": "TJX COS INC",
        "value": "196757.40",
        "weight": "0.00883942",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "185572.20",
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      },
      {
        "name": "INTUIT INC",
        "value": "184505.55",
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      },
      {
        "name": "SERVICENOW INC",
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      },
      {
        "name": "Boeing Co. (The), Conv. Pfd.",
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        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "179569.00",
        "weight": "0.00806722",
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      },
      {
        "name": "RTX CORP",
        "value": "175690.55",
        "weight": "0.00789298",
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      },
      {
        "name": "ABBOTT LABS",
        "value": "175404.10",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "171329.60",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "170043.65",
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      },
      {
        "name": "BOSTON SCIENTIFIC CORP",
        "value": "169445.80",
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      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "167059.25",
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      },
      {
        "name": "WELLTOWER INC",
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      },
      {
        "name": "PROCTER & GAMBLE",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "147004.00",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "146824.75",
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      },
      {
        "name": "PPL CORPORATION",
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      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "141550.65",
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      },
      {
        "name": "VULCAN MATERIALS CO",
        "value": "141455.05",
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      },
      {
        "name": "S&P GLOBAL INC",
        "value": "140530.50",
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      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "138167.60",
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      },
      {
        "name": "SHERWIN WILLIAMS CO",
        "value": "134006.40",
        "weight": "0.00602030",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001752724-25-065803",
      "as_of": "2025-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1040612/000175272425065803/0001752724-25-065803-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-25-012684",
      "as_of": "2025-07-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/826732/000141036825012684/0001410368-25-012684-index.htm"
    }
  ]
}