{
  "page": "compare",
  "query": {
    "a": "PSGAX",
    "b": "CSMDX"
  },
  "retrieved_at": "2026-07-07T18:04:47+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": "Virtus KAR Small-Cap Growth Fund",
    "ticker": "PSGAX",
    "slug": "PSGAX",
    "series_id": "S000021170",
    "html_url": "https://fundwatcher.app/funds/PSGAX/"
  },
  "fund_b": {
    "name": "Copeland SMID Cap Dividend Growth Fund",
    "ticker": "CSMDX",
    "slug": "CSMDX",
    "series_id": "S000056507",
    "html_url": "https://fundwatcher.app/funds/CSMDX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.08425499657852970172635253002",
    "coverage_b_by_a": "0.08425499657852970172635253002",
    "shared_count": 6,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-02-28"
    },
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      },
      {
        "name": "TRIUMPH FINANCIAL INC",
        "value": "51406575.94",
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        "shared": false
      },
      {
        "name": "TORO CO",
        "value": "49373509.12",
        "weight": "0.06290463",
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      },
      {
        "name": "ENERPAC TOOL GROUP CORP CL A",
        "value": "46686414.04",
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      },
      {
        "name": "US PHYSICAL THERAPY INC",
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      {
        "name": "ALLIANCE LAUNDRY HOLDINGS INC",
        "value": "41331543.08",
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      },
      {
        "name": "KINSALE CAPITAL GROUP INC",
        "value": "40591599.62",
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      },
      {
        "name": "RYAN SPECIALTY HOLDINGS INC",
        "value": "39176931.08",
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      },
      {
        "name": "AAON INC",
        "value": "38978311.75",
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      },
      {
        "name": "GOOSEHEAD INSURANCE",
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      },
      {
        "name": "APPFOLIO INC - A",
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      },
      {
        "name": "OLLIES BARGAIN OUTLET HOLDINGS INC",
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        "name": "DREAM FINDERS HOMES INC",
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        "name": "GIGACLOUD TECHNOLOGY INC A",
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      },
      {
        "name": "NATL RESEARCH CO",
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      {
        "name": "NCINO INC",
        "value": "28599381.58",
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      {
        "name": "INSTALLED BUILDING PRODUCTS INC",
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      {
        "name": "FTI CONSULTING INC",
        "value": "27213918.27",
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      {
        "name": "BBB Foods, Inc., Class A",
        "value": "19392345.27",
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      {
        "name": "REVOLVE GROUP INC",
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        "name": "MORNINGSTAR INC",
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      },
      {
        "name": "IRADIMED CORP",
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      {
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      {
        "name": "OMEGA FLEX INC",
        "value": "9329754.88",
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      },
      {
        "name": "NVE CORP",
        "value": "4073445.00",
        "weight": "0.00518980",
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      },
      {
        "name": "DREYFUS GOVT CASH MGMT FUND",
        "value": "96253.60",
        "weight": "0.00012263",
        "shared": false
      },
      {
        "name": "DREY-GVT CSH-I",
        "value": "0.03",
        "weight": "0.00000000",
        "shared": false
      }
    ],
    "b_top": [
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        "name": "CLEAR SECURE INC",
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      {
        "name": "WESCO INTL",
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      },
      {
        "name": "ENSIGN GROUP INC",
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      {
        "name": "VALMONT INDUSTRIES INC",
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        "name": "TRAVEL+LEISURE CO",
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        "name": "PRICESMART INC",
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      {
        "name": "AAON INC",
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        "name": "LITTELFUSE INC",
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      {
        "name": "HEXCEL CORPORATION",
        "value": "2624888.11",
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      },
      {
        "name": "MATADOR RESOURCES COMPANY",
        "value": "2610554.60",
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      },
      {
        "name": "NEW YORK TIMES CO CL A",
        "value": "2605303.08",
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      },
      {
        "name": "DT MIDSTREAM INC",
        "value": "2593670.04",
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      {
        "name": "LEMAITRE VASCULAR INC",
        "value": "2569924.08",
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      },
      {
        "name": "NORDSON CORP",
        "value": "2555275.52",
        "weight": "0.01730323",
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      },
      {
        "name": "NVENT ELECTRIC",
        "value": "2551841.60",
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      },
      {
        "name": "CASEY'S GENERAL",
        "value": "2546281.26",
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      },
      {
        "name": "CARETRUST REIT INC",
        "value": "2489681.04",
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      {
        "name": "COGNEX CORP",
        "value": "2483632.00",
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      {
        "name": "ENCOMPASS HEALTH CORP",
        "value": "2478866.64",
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      {
        "name": "ROYAL GOLD INC",
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        "name": "QUEST DIAGNOSTICS INC",
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        "name": "KULICKE and SOFFA INDUSTRIES INC",
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        "name": "STERIS PLC",
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        "name": "RELIANCE STEEL and ALUMINUM CO",
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        "name": "CARLISLE COS INC",
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        "name": "TERRENO REALTY CORP",
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        "name": "BRUNSWICK CORP",
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        "name": "NEXSTAR MEDIA GROUP INC",
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      {
        "name": "AZZ INC",
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        "name": "CHESAPEAKE UTILITIES CORP",
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      {
        "name": "NAPCO SECURITY TECHNOLOGIES INC",
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      {
        "name": "STANDEX INTL CORP",
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      {
        "name": "HOME BANCSHARES INC",
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      {
        "name": "BROOKFIELD INFRA",
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        "name": "UNIVERSAL DISPLAY CORP",
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      {
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        "name": "RYMAN HOSPITALITY PPTYS INC",
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        "name": "POWER INTEGRATIONS INC",
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        "name": "LANDSTAR SYSTEM INC",
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        "name": "GFL ENVIRONM-SUB",
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      {
        "name": "PERDOCEO EDUCATION CORP",
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      {
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        "name": "UNIFIRST CORP/MA",
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        "name": "DOMINOS PIZZA INC",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-26-022094",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/34273/000094040026022094/0000940400-26-022094-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000910472-26-005947",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1502745/000091047226005947/0000910472-26-005947-index.htm"
    }
  ]
}