{
  "page": "compare",
  "query": {
    "a": "BLPFX",
    "b": "AAGTX"
  },
  "retrieved_at": "2026-07-07T17:15:25+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": "American Funds Moderate Growth and Income Portfolio",
    "ticker": "BLPFX",
    "slug": "BLPFX",
    "series_id": "S000036466",
    "html_url": "https://fundwatcher.app/funds/BLPFX/"
  },
  "fund_b": {
    "name": "American Funds 2040 Target Date Retirement Fund",
    "ticker": "AAGTX",
    "slug": "AAGTX",
    "series_id": "S000015561",
    "html_url": "https://fundwatcher.app/funds/AAGTX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4074429255770004239612787139",
    "coverage_b_by_a": "0.4074429255770004239612787140",
    "shared_count": 10,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "AMERICAN BALANCED FUND R6 (AMBAL CL R6)",
        "value": "4171383487.89",
        "weight": "0.25139274",
        "shared": true
      },
      {
        "name": "AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6)",
        "value": "2511177519.45",
        "weight": "0.15133871",
        "shared": true
      },
      {
        "name": "WASHINGTON MUTUAL INVESTORS FUND R6 (WMIF CL R6)",
        "value": "2487765959.43",
        "weight": "0.14992779",
        "shared": true
      },
      {
        "name": "INCOME FUND OF AMERICA (THE) R6 (IFA CL R6)",
        "value": "1688472650.38",
        "weight": "0.10175755",
        "shared": true
      },
      {
        "name": "CAPITAL WORLD GROWTH AND INCOME FUND R6 (WGI CL R6)",
        "value": "1684310226.32",
        "weight": "0.10150670",
        "shared": true
      },
      {
        "name": "NEW PERSPECTIVE FUND R6 (NPF CL R6)",
        "value": "849371761.74",
        "weight": "0.05118827",
        "shared": true
      },
      {
        "name": "SMALLCAP WORLD FUND INC R6",
        "value": "838661931.55",
        "weight": "0.05054283",
        "shared": true
      },
      {
        "name": "AMERICAN FUNDS STRATEGIC BOND FUND R6 (SBF CL R6)",
        "value": "788557787.99",
        "weight": "0.04752325",
        "shared": true
      },
      {
        "name": "AMERICAN FUNDS MULTI-SECTOR INCOME FUND CL R6 (MSI-R6)",
        "value": "786897666.34",
        "weight": "0.04742320",
        "shared": true
      },
      {
        "name": "BOND FUND OF AMERICA (THE) R6 (BFA CL R6)",
        "value": "786495300.32",
        "weight": "0.04739895",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "AMERICAN BALANCED FUND R6 (AMBAL CL R6)",
        "value": "4176564277.19",
        "weight": "0.07998324",
        "shared": true
      },
      {
        "name": "CAPITAL WORLD GROWTH AND INCOME FUND R6 (WGI CL R6)",
        "value": "3686956546.49",
        "weight": "0.07060702",
        "shared": true
      },
      {
        "name": "AMERICAN MUTUAL FUND R6 (AMF CL R6)",
        "value": "3655611872.06",
        "weight": "0.07000675",
        "shared": false
      },
      {
        "name": "FUNDAMENTAL INVESTORS R6 (FI CL R6)",
        "value": "3521844500.78",
        "weight": "0.06744504",
        "shared": false
      },
      {
        "name": "AMCAP-R6",
        "value": "3485427080.15",
        "weight": "0.06674763",
        "shared": false
      },
      {
        "name": "GROWTH FUND OF AMERICA (THE) R6 (GFA CL R6)",
        "value": "3479510379.18",
        "weight": "0.06663432",
        "shared": false
      },
      {
        "name": "NEW PERSPECTIVE FUND R6 (NPF CL R6)",
        "value": "3123799866.93",
        "weight": "0.05982229",
        "shared": true
      },
      {
        "name": "WASHINGTON MUTUAL INVESTORS FUND R6 (WMIF CL R6)",
        "value": "2980910206.06",
        "weight": "0.05708589",
        "shared": true
      },
      {
        "name": "SMALLCAP WORLD FUND INC R6",
        "value": "2855832195.80",
        "weight": "0.05469058",
        "shared": true
      },
      {
        "name": "U S GOVERNMENT SECURITIES FUND R6 (GVT CL R6)",
        "value": "2621773182.23",
        "weight": "0.05020824",
        "shared": false
      },
      {
        "name": "INCOME FUND OF AMERICA (THE) R6 (IFA CL R6)",
        "value": "2102023864.27",
        "weight": "0.04025478",
        "shared": true
      },
      {
        "name": "INVESTMENT COMPANY OF AMERICA (THE) R6 (ICA CL R6)",
        "value": "2081550529.95",
        "weight": "0.03986271",
        "shared": false
      },
      {
        "name": "AMERICAN FUNDS GLOBAL INSIGHT FUND R6 (GIF R6)",
        "value": "2081249207.69",
        "weight": "0.03985694",
        "shared": false
      },
      {
        "name": "CAPITAL INCOME BUILDER R6 (CIB CL R6)",
        "value": "1718230976.42",
        "weight": "0.03290496",
        "shared": false
      },
      {
        "name": "NEW WORLD FUND INC R6 (NWF CL R6)",
        "value": "1590503583.55",
        "weight": "0.03045892",
        "shared": false
      },
      {
        "name": "NEW ECONOMY FUND (THE) R6 (NEF CL R6)",
        "value": "1559236609.57",
        "weight": "0.02986014",
        "shared": false
      },
      {
        "name": "AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6)",
        "value": "1449689147.99",
        "weight": "0.02776225",
        "shared": true
      },
      {
        "name": "AMERICAN FUNDS INFLATION LINKED BOND R6 (ILBF CL R6)",
        "value": "1218433290.29",
        "weight": "0.02333359",
        "shared": false
      },
      {
        "name": "AMERICAN FUNDS MULTI-SECTOR INCOME FUND CL R6 (MSI-R6)",
        "value": "1132442952.79",
        "weight": "0.02168684",
        "shared": true
      },
      {
        "name": "INTERNATIONAL GROWTH AND INCOME FUND R6 (IGI CL R6)",
        "value": "1070364195.89",
        "weight": "0.02049800",
        "shared": false
      },
      {
        "name": "CAPITAL WORLD BOND FUND R6 (WBF CL R6)",
        "value": "1055781754.89",
        "weight": "0.02021874",
        "shared": false
      },
      {
        "name": "AMERICAN FUNDS MORTGAGE R6 (AFMF CL R6)",
        "value": "652770867.66",
        "weight": "0.01250088",
        "shared": false
      },
      {
        "name": "INTERMEDIATE BOND FUND OF AMERICA R6 (IBFA CL R6)",
        "value": "392553926.58",
        "weight": "0.00751760",
        "shared": false
      },
      {
        "name": "AMERICAN FUNDS STRATEGIC BOND FUND R6 (SBF CL R6)",
        "value": "262359365.78",
        "weight": "0.00502431",
        "shared": true
      },
      {
        "name": "BOND FUND OF AMERICA (THE) R6 (BFA CL R6)",
        "value": "172710980.99",
        "weight": "0.00330750",
        "shared": true
      },
      {
        "name": "AMERICAN FUNDS EMERGING MARKETS BOND FUND R6 (EMBF CL R6)",
        "value": "89859163.76",
        "weight": "0.00172085",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001193125-26-131030",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1537151/000119312526131030/0001193125-26-131030-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001193125-26-131232",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1380175/000119312526131232/0001193125-26-131232-index.htm"
    }
  ]
}