{
  "page": "compare",
  "query": {
    "a": "CSBNX",
    "b": "USGLX"
  },
  "retrieved_at": "2026-07-07T19:16:37+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": "Cromwell Balanced Fund",
    "ticker": "CSBNX",
    "slug": "CSBNX",
    "series_id": "S000082890",
    "html_url": "https://fundwatcher.app/funds/CSBNX/"
  },
  "fund_b": {
    "name": "U.S. Global Leaders Growth Fund",
    "ticker": "USGLX",
    "slug": "USGLX",
    "series_id": "S000000620",
    "html_url": "https://fundwatcher.app/funds/USGLX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2094129174148710966156802427",
    "coverage_b_by_a": "0.2094129174148710966156802427",
    "shared_count": 8,
    "as_of": {
      "a": "2025-09-30",
      "b": "2026-01-31"
    },
    "a_top": [
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      },
      {
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      },
      {
        "name": "TALEN ENERGY CORP",
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      },
      {
        "name": "MICROSOFT CORP",
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      },
      {
        "name": "AMAZON.COM INC",
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      },
      {
        "name": "NVIDIA CORP",
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      {
        "name": "US TREASURY N/B",
        "value": "453708.99",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "395382.81",
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      },
      {
        "name": "FERGUSON ENTERPRISES INC",
        "value": "386502.18",
        "weight": "0.02912799",
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      },
      {
        "name": "DANAHER CORP",
        "value": "332482.02",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "328046.88",
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      },
      {
        "name": "PALO ALTO NETWORKS INC",
        "value": "321719.60",
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      },
      {
        "name": "GE VERNOVA LLC",
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      },
      {
        "name": "US TREASURY N/B",
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      },
      {
        "name": "MARTIN MAR MTLS",
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      },
      {
        "name": "META PLATFORMS INC CL A",
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        "weight": "0.02213805",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "276996.09",
        "weight": "0.02087527",
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      },
      {
        "name": "ATI INC",
        "value": "268422.00",
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      {
        "name": "INTUIT INC",
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      {
        "name": "LPL FINL HLDGS INC",
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      {
        "name": "COSTAR GROUP INC",
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      {
        "name": "MARKEL GROUP INC",
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      },
      {
        "name": "VEEVA SYSTEMS-A",
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      {
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      {
        "name": "ENTEGRIS INC",
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      {
        "name": "FAIR ISAAC CORP",
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      {
        "name": "AVANTOR INC",
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      {
        "name": "BUILDERS FIRSTSOURCE",
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      {
        "name": "QXO INC",
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      {
        "name": "SPS COMMERCE INC",
        "value": "156210.00",
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      },
      {
        "name": "SALESFORCE INC",
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      {
        "name": "US TREASURY N/B",
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      {
        "name": "ELF BEAUTY INC",
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      {
        "name": "TENET HEALTHCARE CORP",
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      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
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      {
        "name": "NIKE INC CL B",
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      {
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      {
        "name": "BANK OF AMER CRP",
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      },
      {
        "name": "MORGAN STANLEY",
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      {
        "name": "METLIFE INC",
        "value": "53169.80",
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      {
        "name": "PAYCHEX INC",
        "value": "52374.24",
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      {
        "name": "JPMORGAN CHASE",
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      {
        "name": "AGREE LP",
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        "weight": "0.00393261",
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      },
      {
        "name": "CAPITAL ONE FINL",
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      {
        "name": "JPMORGAN CHASE",
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      {
        "name": "PNC FINANCIAL",
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      {
        "name": "KRC 6.25 01/15/36",
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      {
        "name": "ORACLE CORP",
        "value": "51473.11",
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      {
        "name": "HOST HOTELS",
        "value": "51249.08",
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      },
      {
        "name": "IDEX CORP",
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    ],
    "b_top": [
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      {
        "name": "ALPHABET INC CL C",
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      {
        "name": "META PLATFORMS INC CL A",
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      {
        "name": "VISA INC-CLASS A",
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      },
      {
        "name": "WASTE MANAGEMENT INC",
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      {
        "name": "YUM! BRANDS INC",
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      {
        "name": "APPLE INC",
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      {
        "name": "S&P GLOBAL INC",
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      {
        "name": "CANADIAN PACIFIC KANSAS CITY LTD",
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      {
        "name": "SYNOPSYS INC",
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      {
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        "name": "AON PLC-CLASS A",
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      {
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      {
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        "name": "ARM HOLDINGS LTD",
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        "name": "GARTNER INC",
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      {
        "name": "SSC GOVERNMENT MM GVMXX   /",
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      {
        "name": "JH COLLATERAL",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-25-009724",
      "as_of": "2025-09-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1872253/000094040025009724/0000940400-25-009724-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000045291-26-000012",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/45291/000004529126000012/0000045291-26-000012-index.htm"
    }
  ]
}