{
  "page": "compare",
  "query": {
    "a": "CHAIX",
    "b": "ESGIX"
  },
  "retrieved_at": "2026-07-07T19:06:20+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": "Chase Growth Fund",
    "ticker": "CHAIX",
    "slug": "CHAIX",
    "series_id": "S000005073",
    "html_url": "https://fundwatcher.app/funds/CHAIX/"
  },
  "fund_b": {
    "name": "DANA EPIPHANY EQUITY FUND",
    "ticker": "ESGIX",
    "slug": "ESGIX",
    "series_id": "S000063526",
    "html_url": "https://fundwatcher.app/funds/ESGIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2252905704801690883683688316",
    "coverage_b_by_a": "0.2252905704801690883683688316",
    "shared_count": 8,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-04-30"
    },
    "a_top": [
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      },
      {
        "name": "TECHNIPFMC PLC",
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        "weight": "0.04909268",
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      },
      {
        "name": "Invesco Treasury Portfolio, Institutional Class",
        "value": "4823129.60",
        "weight": "0.04846334",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "4369766.40",
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      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
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      },
      {
        "name": "VERTIV HOLDINGS CO",
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      },
      {
        "name": "HOWMET AEROSPACE INC",
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        "weight": "0.03671522",
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      },
      {
        "name": "CARPENTER TECHNOLOGY CORP",
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      },
      {
        "name": "MASTEC INC",
        "value": "3598018.42",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
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      },
      {
        "name": "EBAY INC",
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      },
      {
        "name": "TWILIO INC CLASS A",
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      },
      {
        "name": "CELESTICA INC SUB VTG",
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      },
      {
        "name": "LITTELFUSE INC",
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        "name": "BRIGHTSPRING HEALTH SERVICES INC",
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      {
        "name": "NATL FUEL GAS CO",
        "value": "2610678.60",
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      {
        "name": "BROADCOM INC",
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      },
      {
        "name": "AMAZON.COM INC",
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      },
      {
        "name": "DELL TECHNOLOGIES INC CL C",
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        "name": "CLEARWATER ANALYTICS HOLDINGS INC",
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      {
        "name": "STATE STREET CORP",
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        "name": "MCKESSON CORP",
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      {
        "name": "FORTUNA MINING C",
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      },
      {
        "name": "SCHWAB CHARLES CORP",
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      {
        "name": "WESCO INTL",
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      },
      {
        "name": "AFFIL MANAGERS",
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      },
      {
        "name": "SANMINA CORP",
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      {
        "name": "VSE CORP",
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      },
      {
        "name": "CENCORA INC",
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        "name": "TEXTRON INC",
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        "name": "IMAX Corporation COM NPV",
        "value": "1421916.09",
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      },
      {
        "name": "Silicon Motion Technology Corp. SPONSORED ADR",
        "value": "1353543.66",
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      },
      {
        "name": "MYR GROUP INC/DELAWARE",
        "value": "1266769.84",
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        "name": "SCOTTS MIRACLE GRO CO",
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    ],
    "b_top": [
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      },
      {
        "name": "APPLE INC",
        "value": "4775760.00",
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      },
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      },
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        "name": "MICROSOFT CORP",
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        "weight": "0.04700492",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "3127708.00",
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      },
      {
        "name": "BROADCOM INC",
        "value": "2379351.00",
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      },
      {
        "name": "NXP SEMICONDUCTO",
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      },
      {
        "name": "VERTIV HOLDINGS CO",
        "value": "1773846.00",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "1738500.00",
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      },
      {
        "name": "LAM RESEARCH CORP",
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      {
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      {
        "name": "CRH PLC",
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      {
        "name": "META PLATFORMS INC CL A",
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      {
        "name": "JOHNSON CONTROLS",
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      {
        "name": "SLB LTD",
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      {
        "name": "AMERICAN TOWER CORP",
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      {
        "name": "ORACLE CORP",
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      {
        "name": "THE CIGNA GROUP",
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      {
        "name": "DIAMONDBACK ENERGY INC",
        "value": "1418847.00",
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      {
        "name": "VISA INC-CLASS A",
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        "name": "BANK OF AMERICA CORPORATION",
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        "name": "FERGUSON ENTERPRISES INC",
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      {
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        "name": "ACCENTURE PLC-A",
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        "name": "SYSCO CORP",
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      {
        "name": "ALLSTATE CORPORATION",
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      },
      {
        "name": "IQVIA HOLDINGS INC",
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      {
        "name": "RESMED INC",
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      {
        "name": "AT&T INC",
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      {
        "name": "AMERICAN EXPRESS CO",
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      {
        "name": "ZOETIS INC CL A",
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        "name": "KIMBERLY CLARK CORP",
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        "name": "DELTA AIR LI",
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        "name": "AUTOLIV INC",
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      {
        "name": "PORTLAND GENERAL ELECTRIC CO",
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      {
        "name": "WARNER MUSIC GRP CORP CL A",
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      {
        "name": "SERVICENOW INC",
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      {
        "name": "PPL CORPORATION",
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      },
      {
        "name": "GENUINE PARTS CO",
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      },
      {
        "name": "ARAMARK",
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      },
      {
        "name": "PULTEGROUP INC",
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      },
      {
        "name": "MONEY MARKET FUND",
        "value": "699371.06",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "458328.00",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001193125-26-240744",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1027596/000119312526240744/0001193125-26-240744-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000910472-26-010308",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1437249/000091047226010308/0000910472-26-010308-index.htm"
    }
  ]
}