{
  "page": "compare",
  "query": {
    "a": "BFSIX",
    "b": "PBFDX"
  },
  "retrieved_at": "2026-07-07T14:27:11+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": "PAYSON TOTAL RETURN FUND",
    "ticker": "PBFDX",
    "slug": "PBFDX",
    "series_id": "S000004544",
    "html_url": "https://fundwatcher.app/funds/PBFDX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4540801347153257852292377214",
    "coverage_b_by_a": "0.4540801347153257852292377214",
    "shared_count": 12,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-03-31"
    },
    "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": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "1516185.00",
        "weight": "0.02395984",
        "shared": false
      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "1513770.00",
        "weight": "0.02392168",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "1488066.66",
        "weight": "0.02351549",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "1485660.00",
        "weight": "0.02347746",
        "shared": true
      },
      {
        "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",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "1235900.00",
        "weight": "0.01953058",
        "shared": false
      },
      {
        "name": "DR HORTON INC",
        "value": "1202925.00",
        "weight": "0.01900948",
        "shared": false
      },
      {
        "name": "PFIZER INC",
        "value": "1106000.00",
        "weight": "0.01747780",
        "shared": false
      },
      {
        "name": "BARRICK MINING CORP",
        "value": "1014800.00",
        "weight": "0.01603660",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "996600.00",
        "weight": "0.01574899",
        "shared": false
      },
      {
        "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": false
      },
      {
        "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",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "757425.00",
        "weight": "0.01196937",
        "shared": false
      },
      {
        "name": "EATON CORP PLC",
        "value": "751840.00",
        "weight": "0.01188111",
        "shared": false
      },
      {
        "name": "ECOLAB INC",
        "value": "616700.00",
        "weight": "0.00974553",
        "shared": false
      },
      {
        "name": "AUTOMATIC DATA PROCESSING INC",
        "value": "214360.00",
        "weight": "0.00338747",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "24328800.00",
        "weight": "0.08603809",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "24199611.80",
        "weight": "0.08558122",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "22010678.37",
        "weight": "0.07784012",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "21883296.54",
        "weight": "0.07738963",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "17202256.29",
        "weight": "0.06083527",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "15678565.60",
        "weight": "0.05544679",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "12925560.96",
        "weight": "0.04571087",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "12129099.28",
        "weight": "0.04289420",
        "shared": true
      },
      {
        "name": "ASML Holding NV - NY Reg Shares",
        "value": "9764896.19",
        "weight": "0.03453327",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "9359682.15",
        "weight": "0.03310024",
        "shared": false
      },
      {
        "name": "ISHARES CORE DIVIDEND GROWTH MUTUAL FUND",
        "value": "8801624.70",
        "weight": "0.03112669",
        "shared": false
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "8295135.84",
        "weight": "0.02933550",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "8211051.40",
        "weight": "0.02903814",
        "shared": true
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "8073339.54",
        "weight": "0.02855113",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "7921109.98",
        "weight": "0.02801277",
        "shared": true
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "6721672.75",
        "weight": "0.02377100",
        "shared": true
      },
      {
        "name": "TJX COS INC",
        "value": "6587784.70",
        "weight": "0.02329751",
        "shared": false
      },
      {
        "name": "SALESFORCE INC",
        "value": "6240564.77",
        "weight": "0.02206957",
        "shared": false
      },
      {
        "name": "HUBBELL INC",
        "value": "6067018.62",
        "weight": "0.02145583",
        "shared": false
      },
      {
        "name": "AUTOZONE INC",
        "value": "5995559.50",
        "weight": "0.02120312",
        "shared": false
      },
      {
        "name": "AMETEK INC NEW",
        "value": "5968211.12",
        "weight": "0.02110640",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "5742560.00",
        "weight": "0.02030839",
        "shared": false
      },
      {
        "name": "NVENT ELECTRIC",
        "value": "5588611.72",
        "weight": "0.01976396",
        "shared": false
      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "5049642.40",
        "weight": "0.01785791",
        "shared": false
      },
      {
        "name": "AMGEN INC",
        "value": "4907603.80",
        "weight": "0.01735560",
        "shared": false
      },
      {
        "name": "L3HARRIS TECHNOLOGIES INC",
        "value": "4145941.80",
        "weight": "0.01466200",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "4138000.00",
        "weight": "0.01463392",
        "shared": false
      },
      {
        "name": "DANAHER CORP",
        "value": "2605104.00",
        "weight": "0.00921287",
        "shared": true
      },
      {
        "name": "ACCENTURE PLC-A",
        "value": "2224813.80",
        "weight": "0.00786799",
        "shared": false
      }
    ]
  },
  "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": "0000315774-26-000165",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/315774/000031577426000165/0000315774-26-000165-index.htm"
    }
  ]
}