{
  "page": "compare",
  "query": {
    "a": "FBAKX",
    "b": "WAMA"
  },
  "retrieved_at": "2026-07-07T17:39:23+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": "Fidelity Balanced Fund",
    "ticker": "FBAKX",
    "slug": "FBAKX",
    "series_id": "S000007151",
    "html_url": "https://fundwatcher.app/funds/FBAKX/"
  },
  "fund_b": {
    "name": "WisdomTree U.S. Adaptive Moving Average Fund",
    "ticker": "WAMA",
    "slug": "WAMA",
    "series_id": "S000101804",
    "html_url": "https://fundwatcher.app/funds/WAMA/"
  },
  "overlap": {
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    "coverage_b_by_a": "0.4873493194055571836940099341",
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    "as_of": {
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      "b": "2026-03-31"
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      },
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      },
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        "name": "ALPHABET INC CL A",
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      {
        "name": "BROADCOM INC",
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      {
        "name": "Fidelity Cash Central Fund",
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      {
        "name": "MASTERCARD INC CL A",
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        "name": "EXXON MOBIL CORP",
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        "name": "BANK OF AMERICA CORPORATION",
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        "name": "GENERAL ELECTRIC CO",
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        "name": "GILEAD SCIENCES INC",
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      {
        "name": "PARKER HANNIFIN CORP",
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      {
        "name": "ABBVIE INC",
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      {
        "name": "TRANE TECHNOLOGIES PLC",
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      {
        "name": "LOWES COS INC",
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      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
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      {
        "name": "TSMC",
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      {
        "name": "GE VERNOVA LLC",
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        "name": "UCB SA",
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        "name": "BOEING CO/THE",
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      {
        "name": "LAM RESEARCH CORP",
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        "name": "CISCO SYSTEMS INC",
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        "name": "SEAGATE TECHNOLOGY HOLDINGS PLC",
        "value": "180428416.00",
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      {
        "name": "SK HYNIX INC",
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      {
        "name": "DELTA ELEC",
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        "name": "CENCORA INC",
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        "name": "LUMENTUM HOLDINGS INC",
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        "name": "COHERENT CORP",
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      {
        "name": "AMETEK INC NEW",
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        "name": "JPMORGAN CHASE and CO",
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        "name": "ALPHABET INC CL A",
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        "name": "MICROSOFT CORP",
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      {
        "name": "AMAZON.COM INC",
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      {
        "name": "META PLATFORMS INC CL A",
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      {
        "name": "BROADCOM INC",
        "value": "2152951.56",
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      {
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      {
        "name": "BERKSHIRE HATH-B",
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        "name": "WALMART INC",
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      {
        "name": "LILLY ELI and CO",
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        "name": "EXXON MOBIL CORP",
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      {
        "name": "VISA INC-CLASS A",
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      {
        "name": "NETFLIX INC",
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      {
        "name": "MASTERCARD INC CL A",
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      {
        "name": "CHEVRON CORP",
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      {
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        "name": "ORACLE CORP",
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      {
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        "name": "GENERAL ELECTRIC CO",
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      {
        "name": "HOME DEPOT INC",
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      {
        "name": "CISCO SYSTEMS INC",
        "value": "481368.36",
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      {
        "name": "MERCK & CO",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "449795.64",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "426550.38",
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      {
        "name": "LAM RESEARCH CORP",
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      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "419632.92",
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      },
      {
        "name": "RTX CORP",
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      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "397615.30",
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      {
        "name": "MORGAN STANLEY",
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      {
        "name": "T-MOBILE US INC",
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      {
        "name": "UNITEDHEALTH GRP",
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      {
        "name": "GE VERNOVA LLC",
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      {
        "name": "INTL BUS MACH CORP",
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      {
        "name": "AMERICAN EXPRESS CO",
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      {
        "name": "MCDONALDS CORP",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "316159.60",
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      },
      {
        "name": "AT&T INC",
        "value": "316106.96",
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      {
        "name": "INTEL CORP",
        "value": "311116.50",
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      },
      {
        "name": "CITIGROUP INC",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000035402-26-002538",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/81205/000003540226002538/0000035402-26-002538-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-022928",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1350487/000094040026022928/0000940400-26-022928-index.htm"
    }
  ]
}