{
  "page": "compare",
  "query": {
    "a": "RPGAX",
    "b": "HCESX"
  },
  "retrieved_at": "2026-07-07T16:44:10+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": "T. Rowe Price Global Allocation Fund",
    "ticker": "RPGAX",
    "slug": "RPGAX",
    "series_id": "S000040952",
    "html_url": "https://fundwatcher.app/funds/RPGAX/"
  },
  "fund_b": {
    "name": "The ESG Growth Portfolio",
    "ticker": "HCESX",
    "slug": "HCESX",
    "series_id": "S000049974",
    "html_url": "https://fundwatcher.app/funds/HCESX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3085337664782312835316814699",
    "coverage_b_by_a": "0.3085337664782312835316814699",
    "shared_count": 413,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "BLACKSTONE PARTNERS OFFSHORE FD-E1",
        "value": "63570650.61",
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        "shared": false
      },
      {
        "name": "T ROWE PRICE INTEGRATED US SMALL-MID CAP CORE EQUITY FUND",
        "value": "54694343.59",
        "weight": "0.06406149",
        "shared": false
      },
      {
        "name": "T Rowe Price Government Reserve Investment Fund",
        "value": "37803235.69",
        "weight": "0.04427755",
        "shared": false
      },
      {
        "name": "T. Rowe Price Emerging Markets Bond I",
        "value": "32561845.97",
        "weight": "0.03813851",
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      },
      {
        "name": "T ROWE PR INTL BND-I",
        "value": "27337632.20",
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      },
      {
        "name": "T ROWE PR EM MKT LOC CUR-I",
        "value": "19741404.57",
        "weight": "0.02312239",
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      },
      {
        "name": "T ROWE PR INST HI YLD-INST",
        "value": "18646375.36",
        "weight": "0.02183982",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "16071357.18",
        "weight": "0.01882380",
        "shared": true
      },
      {
        "name": "T ROWE PR DYN GLBL BND-I",
        "value": "15350096.75",
        "weight": "0.01797901",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "12152250.18",
        "weight": "0.01423349",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "11864982.48",
        "weight": "0.01389702",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "11714830.65",
        "weight": "0.01372115",
        "shared": true
      },
      {
        "name": "T ROWE PR INTL BD USD HG-I",
        "value": "9446068.60",
        "weight": "0.01106384",
        "shared": false
      },
      {
        "name": "AMAZON.COM INC",
        "value": "7904796.90",
        "weight": "0.00925860",
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      },
      {
        "name": "T ROWE PR INST FLTNG RT-INST",
        "value": "7668770.30",
        "weight": "0.00898215",
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      },
      {
        "name": "TSMC",
        "value": "6469624.64",
        "weight": "0.00757764",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "6370567.70",
        "weight": "0.00746161",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
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        "weight": "0.00653714",
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      },
      {
        "name": "VISA INC-CLASS A",
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      },
      {
        "name": "META PLATFORMS INC CL A",
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      },
      {
        "name": "TREASURY RESERVE FUND - Collateral",
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      },
      {
        "name": "DEERE & CO",
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      },
      {
        "name": "SAMSUNG ELECTRONICS CO LTD",
        "value": "3801326.68",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
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        "weight": "0.00421710",
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      },
      {
        "name": "U.S. TREASURY INFLATION-PROTECTED SECURITIES 2.375% 10/15/2028",
        "value": "3509256.76",
        "weight": "0.00411026",
        "shared": false
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "3317371.50",
        "weight": "0.00388552",
        "shared": true
      },
      {
        "name": "KEYSIGHT TECHNOLOGIES INC",
        "value": "3279562.80",
        "weight": "0.00384123",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "3251849.22",
        "weight": "0.00380877",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "3045042.00",
        "weight": "0.00356655",
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      },
      {
        "name": "ASTRAZENECA PLC",
        "value": "3007854.75",
        "weight": "0.00352299",
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      },
      {
        "name": "U.S. Treasury Notes",
        "value": "2990764.52",
        "weight": "0.00350297",
        "shared": false
      },
      {
        "name": "T-MOBILE US INC",
        "value": "2941978.78",
        "weight": "0.00344583",
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      },
      {
        "name": "CONOCOPHILLIPS",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "2801522.43",
        "weight": "0.00328132",
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      },
      {
        "name": "ASML Holding NV",
        "value": "2750231.78",
        "weight": "0.00322125",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "2713552.91",
        "weight": "0.00317829",
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      },
      {
        "name": "WELLTOWER INC",
        "value": "2670944.80",
        "weight": "0.00312838",
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      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "2624499.60",
        "weight": "0.00307398",
        "shared": true
      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "2615962.32",
        "weight": "0.00306398",
        "shared": true
      },
      {
        "name": "CENCORA INC",
        "value": "2602189.68",
        "weight": "0.00304785",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "2565676.08",
        "weight": "0.00300508",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "2544209.47",
        "weight": "0.00297994",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "2502367.72",
        "weight": "0.00293093",
        "shared": false
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "2495885.28",
        "weight": "0.00292334",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "2493540.00",
        "weight": "0.00292059",
        "shared": true
      },
      {
        "name": "TENCENT HOLDINGS LTD",
        "value": "2418303.07",
        "weight": "0.00283247",
        "shared": false
      },
      {
        "name": "KLA CORP",
        "value": "2324686.32",
        "weight": "0.00272282",
        "shared": true
      },
      {
        "name": "MONDELEZ INTL INC",
        "value": "2312663.91",
        "weight": "0.00270874",
        "shared": true
      },
      {
        "name": "SIEMENS AG-REG",
        "value": "2245709.41",
        "weight": "0.00263032",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "2221698.99",
        "weight": "0.00260220",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
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        "weight": "0.05405829",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "5234672.54",
        "weight": "0.04759826",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "3662461.98",
        "weight": "0.03330234",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "2806646.52",
        "weight": "0.02552051",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "2346202.04",
        "weight": "0.02133374",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "1957819.50",
        "weight": "0.01780222",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "1955793.69",
        "weight": "0.01778380",
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      },
      {
        "name": "TESLA INC",
        "value": "1472501.75",
        "weight": "0.01338929",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "1124573.68",
        "weight": "0.01022562",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "1037500.56",
        "weight": "0.00943387",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1007780.40",
        "weight": "0.00916363",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "923897.60",
        "weight": "0.00840089",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "827184.96",
        "weight": "0.00752150",
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      },
      {
        "name": "WALMART INC",
        "value": "765564.80",
        "weight": "0.00696119",
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      },
      {
        "name": "ASML Holding NV",
        "value": "723290.29",
        "weight": "0.00657679",
        "shared": true
      },
      {
        "name": "SS INST TREAS PLUS MM FUN",
        "value": "715316.41",
        "weight": "0.00650429",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "714797.60",
        "weight": "0.00649957",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "620775.89",
        "weight": "0.00564464",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "596094.38",
        "weight": "0.00542022",
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      },
      {
        "name": "NETFLIX INC",
        "value": "572573.25",
        "weight": "0.00520634",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "558630.00",
        "weight": "0.00507956",
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      },
      {
        "name": "ABBVIE INC",
        "value": "538287.75",
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      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "533787.20",
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      },
      {
        "name": "PROCTER & GAMBLE",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "470291.25",
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      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "466779.48",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "466058.13",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "465458.22",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "458472.66",
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      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "436070.70",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "431167.63",
        "weight": "0.00392056",
        "shared": true
      },
      {
        "name": "ASTRAZENECA PLC",
        "value": "425430.17",
        "weight": "0.00386839",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "421965.99",
        "weight": "0.00383689",
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      },
      {
        "name": "MERCK & CO",
        "value": "418248.33",
        "weight": "0.00380308",
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      },
      {
        "name": "Novartis AG (Registered)",
        "value": "410392.96",
        "weight": "0.00373165",
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      },
      {
        "name": "HSBC HOLDINGS PL",
        "value": "394197.03",
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      },
      {
        "name": "ROCHE HOLDING AG",
        "value": "392404.45",
        "weight": "0.00356809",
        "shared": false
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "379728.69",
        "weight": "0.00345283",
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      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "378605.52",
        "weight": "0.00344262",
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      },
      {
        "name": "SHELL PLC",
        "value": "373474.09",
        "weight": "0.00339596",
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      },
      {
        "name": "RTX CORP",
        "value": "362844.90",
        "weight": "0.00329931",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "359545.75",
        "weight": "0.00326931",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "357035.97",
        "weight": "0.00324649",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "351876.20",
        "weight": "0.00319957",
        "shared": false
      },
      {
        "name": "NESTLE SA (REG)",
        "value": "351744.23",
        "weight": "0.00319837",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "344461.07",
        "weight": "0.00313214",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "334320.70",
        "weight": "0.00303994",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "327201.60",
        "weight": "0.00297521",
        "shared": false
      },
      {
        "name": "ROYAL BANK OF CANADA",
        "value": "318831.95",
        "weight": "0.00289910",
        "shared": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "317288.51",
        "weight": "0.00288507",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001099263-26-003718",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1571768/000109926326003718/0001099263-26-003718-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001004726-26-004102",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/934563/000100472626004102/0001004726-26-004102-index.htm"
    }
  ]
}