{
  "page": "compare",
  "query": {
    "a": "THPBX",
    "b": "TOPC"
  },
  "retrieved_at": "2026-07-07T18:10:10+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": "BNY Mellon Balanced Opportunity Fund",
    "ticker": "THPBX",
    "slug": "THPBX",
    "series_id": "S000000342",
    "html_url": "https://fundwatcher.app/funds/THPBX/"
  },
  "fund_b": {
    "name": "iShares S&P 500 3% Capped ETF",
    "ticker": "TOPC",
    "slug": "TOPC",
    "series_id": "S000091281",
    "html_url": "https://fundwatcher.app/funds/TOPC/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3263518301760937304000373251",
    "coverage_b_by_a": "0.3263518301760937304000373250",
    "shared_count": 93,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-03-31"
    },
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      {
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      {
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      {
        "name": "US TREASURY N/B",
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      {
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      },
      {
        "name": "MASTERCARD INC CL A",
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      },
      {
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      {
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      {
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        "name": "OMNICOM GROUP INC",
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      {
        "name": "ALCON INC",
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      {
        "name": "COLGATE-PALMOLIVE CO",
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      },
      {
        "name": "ELEVANCE HEALTH INC",
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      {
        "name": "WALT DISNEY CO/T",
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      {
        "name": "AON PLC",
        "value": "1435811.60",
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      {
        "name": "CSX CORP",
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      {
        "name": "BROADCOM INC",
        "value": "1315906.90",
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      {
        "name": "FIFTH THIRD BANCORP",
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      {
        "name": "EQT CORPORATION",
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      {
        "name": "MORGAN STANLEY",
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      {
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      {
        "name": "TESLA INC",
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      {
        "name": "BERKSHIRE HATH-B",
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      {
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      {
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        "name": "LILLY ELI and CO",
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      {
        "name": "VISA INC-CLASS A",
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        "name": "LAM RESEARCH CORP",
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      {
        "name": "PHILIP MORRIS INTL INC",
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        "name": "GOLDMAN SACHS GROUP INC",
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      {
        "name": "ORACLE CORP",
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      {
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      {
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      {
        "name": "LINDE PLC",
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        "name": "INTL BUS MACH CORP",
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      {
        "name": "MCDONALDS CORP",
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      {
        "name": "PEPSICO INC",
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        "name": "VERIZON COMMUNICATIONS INC",
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      {
        "name": "INTEL CORP",
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        "name": "AT&T INC",
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      {
        "name": "MORGAN STANLEY",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-26-014310",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1224568/000094040026014310/0000940400-26-014310-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-012458",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1100663/000207169126012458/0002071691-26-012458-index.htm"
    }
  ]
}