{
  "page": "compare",
  "query": {
    "a": "BFSIX",
    "b": "AFDIX"
  },
  "retrieved_at": "2026-07-07T13:11:52+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": "BRADLEY FOSTER & SARGENT EQUITY FUND",
    "ticker": "BFSIX",
    "slug": "BFSIX",
    "series_id": "S000042102",
    "html_url": "https://fundwatcher.app/funds/BFSIX/"
  },
  "fund_b": {
    "name": "Large Cap Equity Fund",
    "ticker": "AFDIX",
    "slug": "AFDIX",
    "series_id": "S000006203",
    "html_url": "https://fundwatcher.app/funds/AFDIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4250052136031302460007504191",
    "coverage_b_by_a": "0.4250052136031302460007504192",
    "shared_count": 21,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "ALPHABET INC CL A",
        "value": "3741120.00",
        "weight": "0.05911986",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "3338290.00",
        "weight": "0.05275405",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "3240900.00",
        "weight": "0.05121502",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "3100825.00",
        "weight": "0.04900146",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "3003000.00",
        "weight": "0.04745556",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "2905980.00",
        "weight": "0.04592238",
        "shared": true
      },
      {
        "name": "ALAMOS GOLD INC A",
        "value": "2709500.00",
        "weight": "0.04281746",
        "shared": false
      },
      {
        "name": "AMAZON.COM INC",
        "value": "2520000.00",
        "weight": "0.03982284",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "2396625.00",
        "weight": "0.03787318",
        "shared": true
      },
      {
        "name": "BOEING CO/THE",
        "value": "2275300.00",
        "weight": "0.03595592",
        "shared": false
      },
      {
        "name": "AGNICO EAGLE MINES LTD",
        "value": "2264400.00",
        "weight": "0.03578367",
        "shared": false
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "2084440.00",
        "weight": "0.03293981",
        "shared": true
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "1701900.00",
        "weight": "0.02689464",
        "shared": false
      },
      {
        "name": "LOWES COS INC",
        "value": "1587420.00",
        "weight": "0.02508555",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "1551630.00",
        "weight": "0.02451997",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "1522880.00",
        "weight": "0.02406564",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "1516185.00",
        "weight": "0.02395984",
        "shared": true
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "1513770.00",
        "weight": "0.02392168",
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      },
      {
        "name": "U.S. Treasury Bills",
        "value": "1488066.66",
        "weight": "0.02351549",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "1485660.00",
        "weight": "0.02347746",
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      },
      {
        "name": "NORTHROP GRUMMAN CORP",
        "value": "1448760.00",
        "weight": "0.02289434",
        "shared": false
      },
      {
        "name": "MONEY MARKET FUND",
        "value": "1435285.43",
        "weight": "0.02268141",
        "shared": false
      },
      {
        "name": "DEERE & CO",
        "value": "1259420.00",
        "weight": "0.01990226",
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      },
      {
        "name": "ORACLE CORP",
        "value": "1235900.00",
        "weight": "0.01953058",
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      },
      {
        "name": "DR HORTON INC",
        "value": "1202925.00",
        "weight": "0.01900948",
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      },
      {
        "name": "PFIZER INC",
        "value": "1106000.00",
        "weight": "0.01747780",
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      },
      {
        "name": "BARRICK MINING CORP",
        "value": "1014800.00",
        "weight": "0.01603660",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "996600.00",
        "weight": "0.01574899",
        "shared": true
      },
      {
        "name": "United States Treasury Bill",
        "value": "983345.31",
        "weight": "0.01553953",
        "shared": false
      },
      {
        "name": "STRYKER CORP",
        "value": "968650.00",
        "weight": "0.01530730",
        "shared": false
      },
      {
        "name": "MARSH & MCLENNAN",
        "value": "933700.00",
        "weight": "0.01475500",
        "shared": true
      },
      {
        "name": "DANAHER CORP",
        "value": "842560.00",
        "weight": "0.01331474",
        "shared": true
      },
      {
        "name": "WESTINGHOUSE AIR BRAKE TECH CORP",
        "value": "791850.00",
        "weight": "0.01251338",
        "shared": false
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "772250.00",
        "weight": "0.01220365",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "757425.00",
        "weight": "0.01196937",
        "shared": false
      },
      {
        "name": "EATON CORP PLC",
        "value": "751840.00",
        "weight": "0.01188111",
        "shared": true
      },
      {
        "name": "ECOLAB INC",
        "value": "616700.00",
        "weight": "0.00974553",
        "shared": true
      },
      {
        "name": "AUTOMATIC DATA PROCESSING INC",
        "value": "214360.00",
        "weight": "0.00338747",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "274136612.22",
        "weight": "0.08551701",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "214141133.43",
        "weight": "0.06680140",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "206964160.00",
        "weight": "0.06456254",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "152417514.08",
        "weight": "0.04754669",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "120519855.50",
        "weight": "0.03759621",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "100069827.60",
        "weight": "0.03121682",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "77808317.50",
        "weight": "0.02427233",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "54142444.50",
        "weight": "0.01688975",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "53492148.78",
        "weight": "0.01668689",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "51448198.53",
        "weight": "0.01604928",
        "shared": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "49194986.70",
        "weight": "0.01534639",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "48532507.40",
        "weight": "0.01513973",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "47961964.60",
        "weight": "0.01496175",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "45881063.20",
        "weight": "0.01431261",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "43438205.58",
        "weight": "0.01355056",
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      },
      {
        "name": "REGIONS FINANCIAL CORP",
        "value": "41836917.00",
        "weight": "0.01305104",
        "shared": false
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "40420928.48",
        "weight": "0.01260932",
        "shared": false
      },
      {
        "name": "CUMMINS INC",
        "value": "36031545.00",
        "weight": "0.01124005",
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      },
      {
        "name": "TJX COS INC",
        "value": "34253756.88",
        "weight": "0.01068547",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "34057339.77",
        "weight": "0.01062420",
        "shared": false
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "33470858.43",
        "weight": "0.01044125",
        "shared": false
      },
      {
        "name": "WELLTOWER INC",
        "value": "32834161.76",
        "weight": "0.01024263",
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      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "32670681.60",
        "weight": "0.01019163",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "30795208.30",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "30565538.64",
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      },
      {
        "name": "DANAHER CORP",
        "value": "30555511.77",
        "weight": "0.00953180",
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      },
      {
        "name": "ABBVIE INC",
        "value": "30366379.66",
        "weight": "0.00947280",
        "shared": false
      },
      {
        "name": "CADENCE DESIGN SYSTEMS INC",
        "value": "29319487.52",
        "weight": "0.00914622",
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      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "28744307.20",
        "weight": "0.00896680",
        "shared": false
      },
      {
        "name": "WILLIAMS COS INC",
        "value": "28286731.08",
        "weight": "0.00882406",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "28033302.29",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "27946429.88",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "27397200.00",
        "weight": "0.00854657",
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      },
      {
        "name": "SLB LTD",
        "value": "25848901.82",
        "weight": "0.00806357",
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      },
      {
        "name": "THE CIGNA GROUP",
        "value": "25759761.36",
        "weight": "0.00803577",
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      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "25151653.44",
        "weight": "0.00784607",
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      },
      {
        "name": "XYLEM INC",
        "value": "25034020.99",
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      },
      {
        "name": "TRANE TECHNOLOGI",
        "value": "24762909.24",
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      },
      {
        "name": "SYSCO CORP",
        "value": "24728706.60",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "24166160.00",
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      },
      {
        "name": "PEPSICO INC",
        "value": "23984561.97",
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      },
      {
        "name": "MOTOROLA SOLUTIONS INC",
        "value": "23910876.00",
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      },
      {
        "name": "EATON CORP PLC",
        "value": "23691682.14",
        "weight": "0.00739063",
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      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "23389730.64",
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      },
      {
        "name": "JOHNSON CONTROLS",
        "value": "22640795.44",
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      },
      {
        "name": "MARRIOTT INTL-A",
        "value": "22396704.90",
        "weight": "0.00698666",
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      },
      {
        "name": "METLIFE INC",
        "value": "22049405.28",
        "weight": "0.00687832",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "21986423.58",
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      },
      {
        "name": "CHENIERE ENERGY INC",
        "value": "21583712.32",
        "weight": "0.00673305",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "21404791.25",
        "weight": "0.00667723",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-006111",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1437249/000091047226006111/0000910472-26-006111-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001193125-26-129677",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/100334/000119312526129677/0001193125-26-129677-index.htm"
    }
  ]
}