{
  "page": "compare",
  "query": {
    "a": "PXIIX",
    "b": "SWDSX"
  },
  "retrieved_at": "2026-07-07T18:02:58+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 Equity Income Fund",
    "ticker": "PXIIX",
    "slug": "PXIIX",
    "series_id": "S000021177",
    "html_url": "https://fundwatcher.app/funds/PXIIX/"
  },
  "fund_b": {
    "name": "Schwab Dividend Equity Fund",
    "ticker": "SWDSX",
    "slug": "SWDSX",
    "series_id": "S000005515",
    "html_url": "https://fundwatcher.app/funds/SWDSX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3510778105349733981299532183",
    "coverage_b_by_a": "0.3510778105349733981299532185",
    "shared_count": 19,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "FORTIS INC",
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        "weight": "0.05293419",
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      },
      {
        "name": "Zurich Insurance Group A.G. ADR",
        "value": "7335123.15",
        "weight": "0.04457485",
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      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "7055291.45",
        "weight": "0.04287434",
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      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "6543002.28",
        "weight": "0.03976120",
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      },
      {
        "name": "WALMART INC",
        "value": "6152481.40",
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      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "5965665.44",
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      },
      {
        "name": "SOUTHERN CO",
        "value": "5659836.28",
        "weight": "0.03439429",
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      },
      {
        "name": "ABBVIE INC",
        "value": "5601237.46",
        "weight": "0.03403819",
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      },
      {
        "name": "LINDE PLC",
        "value": "5529707.04",
        "weight": "0.03360350",
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      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "5343577.20",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "5307947.20",
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      },
      {
        "name": "COMMSTCK",
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      },
      {
        "name": "BROADCOM INC",
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      },
      {
        "name": "DREYFUS GOVT CASH MGMT FUND",
        "value": "4533073.66",
        "weight": "0.02754706",
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      },
      {
        "name": "TOTALENERGIES SE",
        "value": "4500962.56",
        "weight": "0.02735192",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "4487608.46",
        "weight": "0.02727077",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "4427362.99",
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      },
      {
        "name": "WATSCO INC",
        "value": "4302180.54",
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      },
      {
        "name": "TJX COS INC",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "3969549.06",
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      },
      {
        "name": "MICROSOFT CORP",
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      },
      {
        "name": "Compass Group PLC",
        "value": "3845740.80",
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      {
        "name": "PROCTER & GAMBLE",
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      {
        "name": "MEDTRONIC PLC",
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      {
        "name": "SNAP-ON INCORPORATED",
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      {
        "name": "GILEAD SCIENCES INC",
        "value": "3627104.25",
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      },
      {
        "name": "EATON CORP PLC",
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      {
        "name": "JOHNSON&JOHNSON",
        "value": "3523602.60",
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      {
        "name": "FASTENAL CO",
        "value": "3431326.40",
        "weight": "0.02085184",
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      },
      {
        "name": "GETTY REALTY CORP",
        "value": "3110644.20",
        "weight": "0.01890309",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "2729696.38",
        "weight": "0.01658811",
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      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "2664468.80",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "2493340.02",
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      },
      {
        "name": "PARKER HANNIFIN CORP",
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      {
        "name": "MARSH & MCLENNAN",
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      {
        "name": "TRANE TECHNOLOGIES PLC",
        "value": "2164547.56",
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      {
        "name": "BROADRIDGE FINL",
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      },
      {
        "name": "PRUDENTL FINL",
        "value": "1671964.35",
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      },
      {
        "name": "BAE SYSTEMS PLC",
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    ],
    "b_top": [
      {
        "name": "MORGAN STANLEY",
        "value": "23764000.00",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "22941750.00",
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      },
      {
        "name": "WALMART INC",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "21210000.00",
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      },
      {
        "name": "BROADCOM INC",
        "value": "19878000.00",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "18841200.00",
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      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "18328450.00",
        "weight": "0.02982324",
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      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "17123940.00",
        "weight": "0.02786332",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "16868500.00",
        "weight": "0.02744768",
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      },
      {
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      {
        "name": "BLACKROCK INC",
        "value": "15665160.00",
        "weight": "0.02548965",
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      },
      {
        "name": "MICROSOFT CORP",
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      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "15472125.00",
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      {
        "name": "ALPHABET INC CL A",
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      {
        "name": "CHEVRON CORP",
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        "name": "ABBVIE INC",
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      {
        "name": "MCDONALDS CORP",
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        "name": "VERIZON COMMUNICATIONS INC",
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        "name": "PARKER HANNIFIN CORP",
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      {
        "name": "NEXTERA ENERGY INC",
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        "name": "MEDTRONIC PLC",
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        "name": "FIDELITY NATL INFORM SVCS INC",
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        "name": "VISA INC-CLASS A",
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        "name": "KINDER MORGAN INC",
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      {
        "name": "ABBOTT LABS",
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      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "7815500.00",
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      {
        "name": "COMCAST CORP CL A",
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      {
        "name": "ELEVANCE HEALTH INC",
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      {
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      {
        "name": "EOG RESOURCES INC",
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        "name": "TRUIST FINL CORP",
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      {
        "name": "CATERPILLAR INC",
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      {
        "name": "TEXAS INSTRUMENTS INC",
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      {
        "name": "BECTON DICKINSON and CO",
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      {
        "name": "EVERSOURCE ENERGY",
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      },
      {
        "name": "MERCK & CO",
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      {
        "name": "FASTENAL CO",
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      },
      {
        "name": "ACCENTURE PLC CL A",
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      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "5269150.00",
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      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "5266350.00",
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      },
      {
        "name": "PROGRESSIVE CORP OHIO",
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      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "5132400.00",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-26-022090",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/34273/000094040026022090/0000940400-26-022090-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-030039",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030039/0001410368-26-030039-index.htm"
    }
  ]
}