{
  "page": "compare",
  "query": {
    "a": "VALIX",
    "b": "SUSSX"
  },
  "retrieved_at": "2026-07-07T17:14:56+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": "VALUE LINE CAPITAL APPRECIATION FUND INC",
    "ticker": "VALIX",
    "slug": "VALIX",
    "series_id": "S000007571",
    "html_url": "https://fundwatcher.app/funds/VALIX/"
  },
  "fund_b": {
    "name": "State Street Institutional U.S. Equity Fund",
    "ticker": "SUSSX",
    "slug": "SUSSX",
    "series_id": "S000001633",
    "html_url": "https://fundwatcher.app/funds/SUSSX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3425213771322512107536708306",
    "coverage_b_by_a": "0.3425213771322512107536708305",
    "shared_count": 23,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "18137600.00",
        "weight": "0.03915564",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "16390920.00",
        "weight": "0.03538489",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "15540640.00",
        "weight": "0.03354930",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "15447510.00",
        "weight": "0.03334825",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "15257250.00",
        "weight": "0.03293751",
        "shared": true
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "15024303.19",
        "weight": "0.03243463",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "14162360.00",
        "weight": "0.03057385",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "12380400.00",
        "weight": "0.02672694",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "9422700.00",
        "weight": "0.02034183",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "9069165.00",
        "weight": "0.01957861",
        "shared": true
      },
      {
        "name": "MADRIGAL PHARMACEUTICALS INC",
        "value": "8898990.00",
        "weight": "0.01921123",
        "shared": false
      },
      {
        "name": "EXELIXIS INC",
        "value": "8878230.00",
        "weight": "0.01916642",
        "shared": false
      },
      {
        "name": "UBER TECHNOLOGIES INC",
        "value": "8631600.00",
        "weight": "0.01863399",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "8384453.13",
        "weight": "0.01810045",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "8323945.29",
        "weight": "0.01796982",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "7867490.00",
        "weight": "0.01698442",
        "shared": true
      },
      {
        "name": "COINBASE GLOBAL INC",
        "value": "6984400.00",
        "weight": "0.01507800",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6981406.25",
        "weight": "0.01507153",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "6877375.00",
        "weight": "0.01484695",
        "shared": true
      },
      {
        "name": "SALESFORCE INC",
        "value": "6533450.00",
        "weight": "0.01410448",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "6380917.99",
        "weight": "0.01377519",
        "shared": false
      },
      {
        "name": "SERVICENOW INC",
        "value": "6273000.00",
        "weight": "0.01354222",
        "shared": true
      },
      {
        "name": "STRATEGY INC CL A",
        "value": "5990400.00",
        "weight": "0.01293214",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "5884921.86",
        "weight": "0.01270443",
        "shared": false
      },
      {
        "name": "APPLOVIN CORP",
        "value": "5572000.00",
        "weight": "0.01202889",
        "shared": false
      },
      {
        "name": "ARM HOLDINGS LTD",
        "value": "5294800.00",
        "weight": "0.01143047",
        "shared": false
      },
      {
        "name": "INSMED INC",
        "value": "5232640.00",
        "weight": "0.01129628",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "5138080.00",
        "weight": "0.01109214",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "5096162.10",
        "weight": "0.01100165",
        "shared": false
      },
      {
        "name": "ALIBABA GROUP HOLDING LTD SPON ADR",
        "value": "5018400.00",
        "weight": "0.01083378",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "4652945.00",
        "weight": "0.01004483",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "4598850.00",
        "weight": "0.00992805",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "4387500.00",
        "weight": "0.00947178",
        "shared": true
      },
      {
        "name": "DIAMONDBACK ENERGY INC",
        "value": "4351380.00",
        "weight": "0.00939381",
        "shared": false
      },
      {
        "name": "ROBINHOOD MARKETS INC",
        "value": "4158000.00",
        "weight": "0.00897633",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "3975625.00",
        "weight": "0.00858262",
        "shared": false
      },
      {
        "name": "COREWEAVE INC",
        "value": "3873500.00",
        "weight": "0.00836215",
        "shared": false
      },
      {
        "name": "INTERACTIVE BROKERS GROUP INC",
        "value": "3822990.00",
        "weight": "0.00825311",
        "shared": false
      },
      {
        "name": "ISHARES MBS ETF MUTUAL FUND",
        "value": "3798000.00",
        "weight": "0.00819916",
        "shared": false
      },
      {
        "name": "VERTEX PHARMACEUTICALS INC",
        "value": "3572320.00",
        "weight": "0.00771196",
        "shared": true
      },
      {
        "name": "BLACKSTONE INC",
        "value": "3564690.00",
        "weight": "0.00769549",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "3529920.00",
        "weight": "0.00762043",
        "shared": true
      },
      {
        "name": "WORKDAY INC CL A",
        "value": "3507840.00",
        "weight": "0.00757276",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "3473203.13",
        "weight": "0.00749799",
        "shared": false
      },
      {
        "name": "DELTA AIR LI",
        "value": "3324000.00",
        "weight": "0.00717589",
        "shared": false
      },
      {
        "name": "G2 MA8043",
        "value": "3311043.14",
        "weight": "0.00714792",
        "shared": false
      },
      {
        "name": "CROWDSTRIKE HOLDINGS INC",
        "value": "3201362.00",
        "weight": "0.00691113",
        "shared": true
      },
      {
        "name": "ROKU INC CLASS A",
        "value": "3122460.00",
        "weight": "0.00674080",
        "shared": false
      },
      {
        "name": "HILTON WORLDWIDE HOLDINGS INC",
        "value": "3040800.00",
        "weight": "0.00656451",
        "shared": false
      },
      {
        "name": "RIVIAN AUTOMOTIVE INC",
        "value": "3010000.00",
        "weight": "0.00649802",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "27288891.20",
        "weight": "0.08570892",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "17366525.55",
        "weight": "0.05454476",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "16678063.64",
        "weight": "0.05238244",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "16339159.20",
        "weight": "0.05131801",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "14526207.69",
        "weight": "0.04562390",
        "shared": true
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "12775561.13",
        "weight": "0.04012547",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "10489603.41",
        "weight": "0.03294573",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "9814890.15",
        "weight": "0.03082660",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "5947326.88",
        "weight": "0.01867936",
        "shared": true
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "5309944.56",
        "weight": "0.01667747",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "5193021.42",
        "weight": "0.01631024",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "4910493.28",
        "weight": "0.01542287",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "4752938.52",
        "weight": "0.01492802",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "4726807.08",
        "weight": "0.01484595",
        "shared": false
      },
      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "4655488.00",
        "weight": "0.01462195",
        "shared": false
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "4402255.20",
        "weight": "0.01382660",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "4380112.22",
        "weight": "0.01375705",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "4320663.75",
        "weight": "0.01357034",
        "shared": true
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "4174504.12",
        "weight": "0.01311128",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "4046888.88",
        "weight": "0.01271046",
        "shared": false
      },
      {
        "name": "EMERSON ELECTRIC CO",
        "value": "3943833.02",
        "weight": "0.01238679",
        "shared": false
      },
      {
        "name": "UBER TECHNOLOGIES INC",
        "value": "3863288.37",
        "weight": "0.01213381",
        "shared": true
      },
      {
        "name": "WESTINGHOUSE AIR BRAKE TECH CORP",
        "value": "3838117.78",
        "weight": "0.01205476",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "3794798.16",
        "weight": "0.01191870",
        "shared": false
      },
      {
        "name": "WASTE MANAGEMENT INC",
        "value": "3713176.61",
        "weight": "0.01166234",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "3656333.52",
        "weight": "0.01148381",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "3602146.40",
        "weight": "0.01131362",
        "shared": false
      },
      {
        "name": "SEMPRA ENERGY",
        "value": "3596067.36",
        "weight": "0.01129452",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "3174880.50",
        "weight": "0.00997166",
        "shared": false
      },
      {
        "name": "BOSTON SCIENTIFIC CORP",
        "value": "3098657.75",
        "weight": "0.00973226",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "2898706.72",
        "weight": "0.00910425",
        "shared": false
      },
      {
        "name": "EQUINIX INC",
        "value": "2887787.04",
        "weight": "0.00906996",
        "shared": false
      },
      {
        "name": "SYNOPSYS INC",
        "value": "2821748.16",
        "weight": "0.00886254",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "2743633.06",
        "weight": "0.00861720",
        "shared": false
      },
      {
        "name": "UNITED RENTALS INC",
        "value": "2726271.52",
        "weight": "0.00856267",
        "shared": false
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "2725495.85",
        "weight": "0.00856023",
        "shared": false
      },
      {
        "name": "MARSH & MCLENNAN",
        "value": "2683271.50",
        "weight": "0.00842762",
        "shared": false
      },
      {
        "name": "SALESFORCE INC",
        "value": "2622340.16",
        "weight": "0.00823624",
        "shared": true
      },
      {
        "name": "BJS WHSL CLUB HLDGS INC",
        "value": "2459712.64",
        "weight": "0.00772546",
        "shared": false
      },
      {
        "name": "DANAHER CORP",
        "value": "2457784.80",
        "weight": "0.00771941",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "2448063.24",
        "weight": "0.00768887",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "2430383.55",
        "weight": "0.00763335",
        "shared": true
      },
      {
        "name": "SERVICENOW INC",
        "value": "2425246.35",
        "weight": "0.00761721",
        "shared": true
      },
      {
        "name": "EATON CORP PLC",
        "value": "2380651.52",
        "weight": "0.00747715",
        "shared": false
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "2350969.46",
        "weight": "0.00738392",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "2321744.40",
        "weight": "0.00729213",
        "shared": false
      },
      {
        "name": "MARTIN MAR MTLS",
        "value": "2204017.92",
        "weight": "0.00692238",
        "shared": false
      },
      {
        "name": "CBRE GROUP INC - CL A",
        "value": "2158419.64",
        "weight": "0.00677916",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "2108443.12",
        "weight": "0.00662220",
        "shared": false
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "2018222.18",
        "weight": "0.00633883",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-050657",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/102757/000141036826050657/0001410368-26-050657-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-055351",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1040061/000141036826055351/0001410368-26-055351-index.htm"
    }
  ]
}