{
  "page": "compare",
  "query": {
    "a": "PBFDX",
    "b": "MFSG"
  },
  "retrieved_at": "2026-07-07T19:07:13+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": "PAYSON TOTAL RETURN FUND",
    "ticker": "PBFDX",
    "slug": "PBFDX",
    "series_id": "S000004544",
    "html_url": "https://fundwatcher.app/funds/PBFDX/"
  },
  "fund_b": {
    "name": "MFS Active Growth ETF",
    "ticker": "MFSG",
    "slug": "MFSG",
    "series_id": "S000085667",
    "html_url": "https://fundwatcher.app/funds/MFSG/"
  },
  "overlap": {
    "coverage_a_by_b": "0.5253298536467675353541713229",
    "coverage_b_by_a": "0.5253298536467675353541713230",
    "shared_count": 14,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "24328800.00",
        "weight": "0.08603809",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "24199611.80",
        "weight": "0.08558122",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "22010678.37",
        "weight": "0.07784012",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "21883296.54",
        "weight": "0.07738963",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "17202256.29",
        "weight": "0.06083527",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "15678565.60",
        "weight": "0.05544679",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "12925560.96",
        "weight": "0.04571087",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "12129099.28",
        "weight": "0.04289420",
        "shared": false
      },
      {
        "name": "ASML Holding NV - NY Reg Shares",
        "value": "9764896.19",
        "weight": "0.03453327",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "9359682.15",
        "weight": "0.03310024",
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      },
      {
        "name": "ISHARES CORE DIVIDEND GROWTH MUTUAL FUND",
        "value": "8801624.70",
        "weight": "0.03112669",
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      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "8295135.84",
        "weight": "0.02933550",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "8211051.40",
        "weight": "0.02903814",
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      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "8073339.54",
        "weight": "0.02855113",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "7921109.98",
        "weight": "0.02801277",
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      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "6721672.75",
        "weight": "0.02377100",
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      },
      {
        "name": "TJX COS INC",
        "value": "6587784.70",
        "weight": "0.02329751",
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      },
      {
        "name": "SALESFORCE INC",
        "value": "6240564.77",
        "weight": "0.02206957",
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      },
      {
        "name": "HUBBELL INC",
        "value": "6067018.62",
        "weight": "0.02145583",
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      },
      {
        "name": "AUTOZONE INC",
        "value": "5995559.50",
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      },
      {
        "name": "AMETEK INC NEW",
        "value": "5968211.12",
        "weight": "0.02110640",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "5742560.00",
        "weight": "0.02030839",
        "shared": true
      },
      {
        "name": "NVENT ELECTRIC",
        "value": "5588611.72",
        "weight": "0.01976396",
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      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "5049642.40",
        "weight": "0.01785791",
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      },
      {
        "name": "AMGEN INC",
        "value": "4907603.80",
        "weight": "0.01735560",
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      },
      {
        "name": "L3HARRIS TECHNOLOGIES INC",
        "value": "4145941.80",
        "weight": "0.01466200",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "4138000.00",
        "weight": "0.01463392",
        "shared": false
      },
      {
        "name": "DANAHER CORP",
        "value": "2605104.00",
        "weight": "0.00921287",
        "shared": true
      },
      {
        "name": "ACCENTURE PLC-A",
        "value": "2224813.80",
        "weight": "0.00786799",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "26127551.45",
        "weight": "0.13628035",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "17988670.22",
        "weight": "0.09382824",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "17210270.28",
        "weight": "0.08976814",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "15094172.16",
        "weight": "0.07873065",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "11222610.00",
        "weight": "0.05853672",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "6071502.06",
        "weight": "0.03166873",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "5943078.96",
        "weight": "0.03099888",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "5737804.80",
        "weight": "0.02992818",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "5712595.35",
        "weight": "0.02979669",
        "shared": true
      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "4774396.68",
        "weight": "0.02490308",
        "shared": false
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "3999999.16",
        "weight": "0.02086385",
        "shared": false
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "3597494.86",
        "weight": "0.01876440",
        "shared": false
      },
      {
        "name": "KLA CORP",
        "value": "3360108.20",
        "weight": "0.01752620",
        "shared": false
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "2814632.26",
        "weight": "0.01468102",
        "shared": true
      },
      {
        "name": "TJX COS INC",
        "value": "2643949.30",
        "weight": "0.01379074",
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      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "2640464.37",
        "weight": "0.01377257",
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      },
      {
        "name": "AUTODESK INC",
        "value": "2625153.99",
        "weight": "0.01369271",
        "shared": false
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "2542968.74",
        "weight": "0.01326403",
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      },
      {
        "name": "WATERS CORP",
        "value": "2354149.98",
        "weight": "0.01227916",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "2336122.32",
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        "shared": false
      },
      {
        "name": "AMETEK INC NEW",
        "value": "2135995.38",
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      },
      {
        "name": "NASDAQ INC",
        "value": "1947779.20",
        "weight": "0.01015954",
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      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "1943648.55",
        "weight": "0.01013800",
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      },
      {
        "name": "MARRIOTT INTL-A",
        "value": "1925990.28",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "1874403.07",
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      },
      {
        "name": "ABBOTT LABS",
        "value": "1774570.20",
        "weight": "0.00925609",
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      },
      {
        "name": "EATON CORP PLC",
        "value": "1767575.84",
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      },
      {
        "name": "TRANE TECHNOLOGIES PLC",
        "value": "1697176.72",
        "weight": "0.00885241",
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      },
      {
        "name": "MONSTER BEVERAGE CORP",
        "value": "1690646.00",
        "weight": "0.00881835",
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      },
      {
        "name": "SHOPIFY INC CL A",
        "value": "1661244.80",
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      },
      {
        "name": "STARBUCKS CORP",
        "value": "1632621.12",
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      },
      {
        "name": "APPLOVIN CORP",
        "value": "1548215.97",
        "weight": "0.00807544",
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      },
      {
        "name": "CADENCE DESIGN SYSTEMS INC",
        "value": "1530810.60",
        "weight": "0.00798465",
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      },
      {
        "name": "ARISTA NETWORKS INC",
        "value": "1480782.00",
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      },
      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "1427766.87",
        "weight": "0.00744718",
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      },
      {
        "name": "DANAHER CORP",
        "value": "1424347.68",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "1398748.89",
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      },
      {
        "name": "CRH PLC",
        "value": "1380129.94",
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      },
      {
        "name": "WESTERN DIGITAL CORP",
        "value": "1329973.50",
        "weight": "0.00693709",
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      },
      {
        "name": "UBER TECHNOLOGIES INC",
        "value": "1321282.98",
        "weight": "0.00689176",
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      },
      {
        "name": "KKR & CO INC",
        "value": "1259873.92",
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      },
      {
        "name": "SPOTIFY TECHNOLOGY SA",
        "value": "1211653.82",
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      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "1200924.20",
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      },
      {
        "name": "TKO GROUP HOLDINGS INC",
        "value": "1137707.34",
        "weight": "0.00593424",
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      },
      {
        "name": "SNOWFLAKE INC CL A",
        "value": "1076981.95",
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      },
      {
        "name": "FIFTH THIRD BANCORP",
        "value": "1065633.27",
        "weight": "0.00555830",
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      },
      {
        "name": "ASM INTL NV",
        "value": "1001707.88",
        "weight": "0.00522487",
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      },
      {
        "name": "AIRBNB INC CLASS A",
        "value": "986573.22",
        "weight": "0.00514593",
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      },
      {
        "name": "WW GRAINGER INC",
        "value": "939823.33",
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      },
      {
        "name": "SAP SE",
        "value": "903660.52",
        "weight": "0.00471346",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000315774-26-000165",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/315774/000031577426000165/0000315774-26-000165-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-040055",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/2018846/000141036826040055/0001410368-26-040055-index.htm"
    }
  ]
}