{
  "page": "compare",
  "query": {
    "a": "VGIIX",
    "b": "HLIEX"
  },
  "retrieved_at": "2026-07-07T19:35:41+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": "JPMorgan U.S. Value Fund",
    "ticker": "VGIIX",
    "slug": "VGIIX",
    "series_id": "S000002768",
    "html_url": "https://fundwatcher.app/funds/VGIIX/"
  },
  "fund_b": {
    "name": "JPMorgan Equity Income Fund",
    "ticker": "HLIEX",
    "slug": "HLIEX",
    "series_id": "S000003846",
    "html_url": "https://fundwatcher.app/funds/HLIEX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.7928491154345248263219901494",
    "coverage_b_by_a": "0.7928491154345248263219901494",
    "shared_count": 69,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "WELLS FARGO & CO",
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      },
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        "name": "ALPHABET INC CL C",
        "value": "155343295.80",
        "weight": "0.02459736",
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      },
      {
        "name": "CHEVRON CORP",
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      },
      {
        "name": "CONOCOPHILLIPS",
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      },
      {
        "name": "AMAZON.COM INC",
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      {
        "name": "PHILIP MORRIS INTL INC",
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      },
      {
        "name": "ANALOG DEVICES INC",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "127560468.75",
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      },
      {
        "name": "EATON CORP PLC",
        "value": "123373974.46",
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      },
      {
        "name": "RTX CORP",
        "value": "123335244.60",
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      },
      {
        "name": "EOG RESOURCES INC",
        "value": "115505647.20",
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      },
      {
        "name": "SCHWAB CHARLES CORP",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "111085408.28",
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      },
      {
        "name": "CARRIER GLOBAL CORP",
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      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "108388532.78",
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      },
      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "102167366.43",
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      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "101150704.20",
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      },
      {
        "name": "CITIGROUP INC",
        "value": "99488128.63",
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      },
      {
        "name": "LOWES COS INC",
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      },
      {
        "name": "DOVER CORP",
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      },
      {
        "name": "MERCK & CO",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "89547086.64",
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      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "85251261.51",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "85198921.42",
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      },
      {
        "name": "CAPITAL ONE FINANCIAL CORP",
        "value": "84648979.44",
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      },
      {
        "name": "3M CO",
        "value": "84387343.80",
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      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "82409428.27",
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      },
      {
        "name": "MCDONALDS CORP",
        "value": "82404725.34",
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      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "82218490.56",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "81424226.40",
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      },
      {
        "name": "TJX COS INC",
        "value": "81394937.80",
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      {
        "name": "VULCAN MATERIALS CO",
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      {
        "name": "DEERE & CO",
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      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "78806263.56",
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      },
      {
        "name": "ABBVIE INC",
        "value": "77017558.80",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "76583680.95",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "75684803.37",
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      },
      {
        "name": "WESTERN DIGITAL CORP",
        "value": "74256808.23",
        "weight": "0.01175797",
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      },
      {
        "name": "WALMART INC",
        "value": "72821244.60",
        "weight": "0.01153066",
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      },
      {
        "name": "NXP SEMICONDUCTORS NV",
        "value": "68306089.08",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "66242927.79",
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      },
      {
        "name": "CSX CORP",
        "value": "66025928.35",
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      },
      {
        "name": "XCEL ENERGY INC",
        "value": "63935218.56",
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      {
        "name": "CMS ENERGY CORP",
        "value": "63060592.68",
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      },
      {
        "name": "VENTAS INC REIT",
        "value": "61559404.32",
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      },
      {
        "name": "UNITEDHEALTH GRP",
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      },
      {
        "name": "CVS HEALTH CORP",
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      },
      {
        "name": "PROCTER & GAMBLE",
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        "name": "CHEVRON CORP",
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      {
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      },
      {
        "name": "EATON CORP PLC",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
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      },
      {
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      {
        "name": "MORGAN STANLEY",
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      {
        "name": "SCHWAB CHARLES CORP",
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        "name": "GENERAL DYNAMICS CORPORATION",
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      {
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      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
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      {
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      {
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      {
        "name": "MCDONALDS CORP",
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      {
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      {
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      {
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      {
        "name": "META PLATFORMS INC CL A",
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      {
        "name": "NEXTERA ENERGY INC",
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      {
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      {
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        "name": "CAPITAL ONE FINANCIAL CORP",
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      {
        "name": "HOME DEPOT INC",
        "value": "557632666.11",
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      },
      {
        "name": "HEWLETT PACKARD ENTERPRISE CO",
        "value": "550807396.88",
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      {
        "name": "XCEL ENERGY INC",
        "value": "546024643.68",
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      },
      {
        "name": "WALMART INC",
        "value": "545337408.72",
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      },
      {
        "name": "CME GROUP INC CL A",
        "value": "540601256.25",
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      {
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      {
        "name": "GOLDMAN SACHS GROUP INC",
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      {
        "name": "COCA-COLA CO/THE",
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      {
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      {
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      {
        "name": "NXP SEMICONDUCTORS NV",
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      },
      {
        "name": "DANAHER CORP",
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      },
      {
        "name": "3M CO",
        "value": "416036895.48",
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      },
      {
        "name": "VENTAS INC REIT",
        "value": "410723775.78",
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      },
      {
        "name": "CVS HEALTH CORP",
        "value": "390498913.98",
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      },
      {
        "name": "MONDELEZ INTL INC",
        "value": "386683300.52",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-012773",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1217286/000207169126012773/0002071691-26-012773-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-012731",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/763852/000207169126012731/0002071691-26-012731-index.htm"
    }
  ]
}