{
  "page": "compare",
  "query": {
    "a": "WESIX",
    "b": "PACIX"
  },
  "retrieved_at": "2026-07-07T17:32:58+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": "TETON Convertible Securities Fund",
    "ticker": "WESIX",
    "slug": "WESIX",
    "series_id": "S000001082",
    "html_url": "https://fundwatcher.app/funds/WESIX/"
  },
  "fund_b": {
    "name": "Columbia Convertible Securities Fund",
    "ticker": "PACIX",
    "slug": "PACIX",
    "series_id": "S000010789",
    "html_url": "https://fundwatcher.app/funds/PACIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2908954590228349944828397076",
    "coverage_b_by_a": "0.2908954590228349944828397077",
    "shared_count": 37,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "PPL Capital Funding, Inc., Convertible",
        "value": "469100.00",
        "weight": "0.04154515",
        "shared": false
      },
      {
        "name": "Bridgebio Pharma Inc",
        "value": "339650.00",
        "weight": "0.03008060",
        "shared": false
      },
      {
        "name": "HPE 7 5/8",
        "value": "322550.00",
        "weight": "0.02856616",
        "shared": true
      },
      {
        "name": "DLR 1.875 11/15/29",
        "value": "318339.06",
        "weight": "0.02819323",
        "shared": false
      },
      {
        "name": "MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/2028",
        "value": "284850.00",
        "weight": "0.02522732",
        "shared": true
      },
      {
        "name": "BTSG 6.75 02/01/27",
        "value": "284080.00",
        "weight": "0.02515912",
        "shared": true
      },
      {
        "name": "BABA 0.5 06/01/31",
        "value": "277750.00",
        "weight": "0.02459852",
        "shared": true
      },
      {
        "name": "Lumentum Holdings Inc., Conv.",
        "value": "269816.84",
        "weight": "0.02389593",
        "shared": true
      },
      {
        "name": "Applied Digital Corporation, Convertible",
        "value": "265700.00",
        "weight": "0.02353133",
        "shared": false
      },
      {
        "name": "CYTOKINETICS INC SR UNSECURED 144A 10/31 1.75",
        "value": "255375.00",
        "weight": "0.02261691",
        "shared": true
      },
      {
        "name": "ANI PHARMACEUTICALS INC CONV 2.25% 09/01/2029",
        "value": "248625.01",
        "weight": "0.02201911",
        "shared": false
      },
      {
        "name": "HALOZYME THERAPEUTICS INC CONV 0.875% 11/15/2032 144A",
        "value": "247250.00",
        "weight": "0.02189733",
        "shared": true
      },
      {
        "name": "FLUOR CORP SR UNSECURED 08/29 1.125",
        "value": "247050.00",
        "weight": "0.02187962",
        "shared": true
      },
      {
        "name": "BLACKSKY TECHNOLOGY INC CONV 8.25% 08/01/2033 144A",
        "value": "241500.00",
        "weight": "0.02138809",
        "shared": true
      },
      {
        "name": "UBER TECHNOLOGIES INC SR UNSECURED 12/28 0.875",
        "value": "240850.00",
        "weight": "0.02133052",
        "shared": true
      },
      {
        "name": "MPUS 3 03/01/30",
        "value": "238500.00",
        "weight": "0.02112240",
        "shared": true
      },
      {
        "name": "FIRSTENERGY CORP SR UNSECURED 144A 01/31 3.875",
        "value": "230800.00",
        "weight": "0.02044046",
        "shared": true
      },
      {
        "name": "RIOT PLATFORMS INC CONV 0.75% 01/15/2030",
        "value": "230500.00",
        "weight": "0.02041389",
        "shared": false
      },
      {
        "name": "NORTHERN OIL & GAS INC 3.625000% 04/15/2029",
        "value": "220068.76",
        "weight": "0.01949006",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "213327.66",
        "weight": "0.01889305",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC PREFERRED STOCK 11/27 7.234",
        "value": "210160.00",
        "weight": "0.01861251",
        "shared": true
      },
      {
        "name": "BWX Technologies, Inc., Convertible",
        "value": "207600.00",
        "weight": "0.01838579",
        "shared": true
      },
      {
        "name": "CYBR 0 06/15/30",
        "value": "205860.00",
        "weight": "0.01823169",
        "shared": true
      },
      {
        "name": "Bitfarms Ltd/Canada",
        "value": "204750.00",
        "weight": "0.01813338",
        "shared": false
      },
      {
        "name": "SOLARIS ENERGY INFRASTRUCTURE SR UNSECURED 10/31 0.25",
        "value": "188062.50",
        "weight": "0.01665548",
        "shared": true
      },
      {
        "name": "Energy Fuels Inc., Conv.",
        "value": "176025.00",
        "weight": "0.01558939",
        "shared": true
      },
      {
        "name": "SAREPTA THERAPEUTICS INC CONV 4.875% 09/01/2030",
        "value": "167750.00",
        "weight": "0.01485653",
        "shared": false
      },
      {
        "name": "Mirion Technologies (US), Inc.",
        "value": "163237.50",
        "weight": "0.01445689",
        "shared": true
      },
      {
        "name": "SHIFT4 PMTS INC 6% MANDAT",
        "value": "160920.00",
        "weight": "0.01425164",
        "shared": false
      },
      {
        "name": "LEU 0 08/15/32",
        "value": "159412.50",
        "weight": "0.01411813",
        "shared": true
      },
      {
        "name": "IONS 0 12/01/30",
        "value": "156656.25",
        "weight": "0.01387403",
        "shared": true
      },
      {
        "name": "Voyager Technologies, Inc., Conv.",
        "value": "155850.00",
        "weight": "0.01380262",
        "shared": false
      },
      {
        "name": "WisdomTree Inc",
        "value": "155595.00",
        "weight": "0.01378004",
        "shared": false
      },
      {
        "name": "OSI SYSTEMS INC CONV 2.25% 08/01/2029",
        "value": "153525.00",
        "weight": "0.01359671",
        "shared": false
      },
      {
        "name": "AVAV 0 07/15/30",
        "value": "147150.00",
        "weight": "0.01303212",
        "shared": true
      },
      {
        "name": "INDIE SEMICONDUCTOR INC CONV 3.5% 12/15/2029 144A",
        "value": "144750.00",
        "weight": "0.01281957",
        "shared": false
      },
      {
        "name": "Bloom Energy Corporation",
        "value": "143936.00",
        "weight": "0.01274748",
        "shared": false
      },
      {
        "name": "TEMPUS AI INC CONV 0.75% 07/15/2030 144A",
        "value": "143362.50",
        "weight": "0.01269669",
        "shared": true
      },
      {
        "name": "Akamai Technologies, Inc., Convertible",
        "value": "138675.00",
        "weight": "0.01228155",
        "shared": true
      },
      {
        "name": "TRANSMEDICS GROUP INC CONV 1.5% 06/01/2028",
        "value": "129645.00",
        "weight": "0.01148182",
        "shared": false
      },
      {
        "name": "Ormat Technologies Inc",
        "value": "124914.00",
        "weight": "0.01106282",
        "shared": false
      },
      {
        "name": "COGT 1.625 11/15/31",
        "value": "122650.00",
        "weight": "0.01086232",
        "shared": true
      },
      {
        "name": "LIGAND PHARMACEUTICALS INC CONV 0.75% 10/01/2030 144A",
        "value": "121200.00",
        "weight": "0.01073390",
        "shared": true
      },
      {
        "name": "PGY 6.125 10/01/29",
        "value": "115250.00",
        "weight": "0.01020695",
        "shared": false
      },
      {
        "name": "ARWR 0 01/15/32",
        "value": "114081.00",
        "weight": "0.01010341",
        "shared": true
      },
      {
        "name": "Plug Power, Inc.",
        "value": "112860.76",
        "weight": "0.00999535",
        "shared": true
      },
      {
        "name": "GME 0 06/15/32",
        "value": "103400.00",
        "weight": "0.00915747",
        "shared": false
      },
      {
        "name": "The Southern Company",
        "value": "102800.00",
        "weight": "0.00910433",
        "shared": true
      },
      {
        "name": "CMS ENERGY CORP SR UNSECURED 144A 05/31 3.125",
        "value": "102675.00",
        "weight": "0.00909326",
        "shared": false
      },
      {
        "name": "OSI SYSTEMS INC SR UNSECURED 144A 02/31 0.5",
        "value": "102300.00",
        "weight": "0.00906005",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "Lumentum Holdings Inc., Conv.",
        "value": "72646500.00",
        "weight": "0.04587123",
        "shared": true
      },
      {
        "name": "COLUMBIA SHORT TERM CASH FUND",
        "value": "54319832.90",
        "weight": "0.03429921",
        "shared": false
      },
      {
        "name": "WESTERN DIGITAL CORPORATION SR UNSEC CV 3.0% 11-15-28",
        "value": "48241700.00",
        "weight": "0.03046129",
        "shared": false
      },
      {
        "name": "BLOOM ENERGY CORP CONV 0% 11/15/2030 144A",
        "value": "41125000.00",
        "weight": "0.02596759",
        "shared": false
      },
      {
        "name": "Boeing Co. (The), Conv. Pfd.",
        "value": "39952000.00",
        "weight": "0.02522692",
        "shared": true
      },
      {
        "name": "LYV 2.875 01/15/30",
        "value": "36960000.00",
        "weight": "0.02333768",
        "shared": false
      },
      {
        "name": "Bank of America Corp., Series L, Conv. Pfd.",
        "value": "36852760.48",
        "weight": "0.02326996",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC PREFERRED STOCK 11/27 7.234",
        "value": "23467500.00",
        "weight": "0.01481810",
        "shared": true
      },
      {
        "name": "IONS 0 12/01/30",
        "value": "20906551.96",
        "weight": "0.01320104",
        "shared": true
      },
      {
        "name": "Akamai Technologies, Inc., Convertible",
        "value": "20659650.00",
        "weight": "0.01304514",
        "shared": true
      },
      {
        "name": "Oracle Corp., Series D",
        "value": "20641500.00",
        "weight": "0.01303368",
        "shared": true
      },
      {
        "name": "STX 3.5 06/01/28",
        "value": "19726000.00",
        "weight": "0.01245560",
        "shared": false
      },
      {
        "name": "SMTC 0 10/15/30",
        "value": "19261619.15",
        "weight": "0.01216238",
        "shared": false
      },
      {
        "name": "SUPER MICRO COMPUTER INC CONV 3.5% 03/01/2029",
        "value": "18568717.00",
        "weight": "0.01172486",
        "shared": false
      },
      {
        "name": "CRWV 1.75 12/01/31",
        "value": "18558774.36",
        "weight": "0.01171858",
        "shared": false
      },
      {
        "name": "MTSI 0 12/15/29",
        "value": "18244750.00",
        "weight": "0.01152029",
        "shared": false
      },
      {
        "name": "JAZZ INVTS I LTD CONV 3.125% 09/15/2030",
        "value": "17132719.55",
        "weight": "0.01081812",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC PREFFERD STOCK",
        "value": "17085123.53",
        "weight": "0.01078807",
        "shared": false
      },
      {
        "name": "GUARDANT HEALTH INC CONV 0% 05/15/2033 144A",
        "value": "17060000.00",
        "weight": "0.01077221",
        "shared": false
      },
      {
        "name": "ZTS 0.25 06/15/29",
        "value": "16760000.00",
        "weight": "0.01058278",
        "shared": true
      },
      {
        "name": "BWX Technologies, Inc., Convertible",
        "value": "16688000.00",
        "weight": "0.01053732",
        "shared": true
      },
      {
        "name": "Welltower OP, LLC, Convertible",
        "value": "16570000.00",
        "weight": "0.01046281",
        "shared": false
      },
      {
        "name": "CHKP 0 12/15/30",
        "value": "16175883.01",
        "weight": "0.01021395",
        "shared": false
      },
      {
        "name": "VSE CORP 5.75% PC 02/01/2029",
        "value": "16081125.00",
        "weight": "0.01015412",
        "shared": true
      },
      {
        "name": "RIVN 3.625 10/15/30",
        "value": "15925560.46",
        "weight": "0.01005589",
        "shared": false
      },
      {
        "name": "WULF 1 09/01/31",
        "value": "15869701.43",
        "weight": "0.01002062",
        "shared": false
      },
      {
        "name": "NET 0 06/15/30",
        "value": "15726000.00",
        "weight": "0.00992988",
        "shared": false
      },
      {
        "name": "MKS INC SR UNSECURED 06/30 1.25",
        "value": "15655500.00",
        "weight": "0.00988536",
        "shared": false
      },
      {
        "name": "HALOZYME THERAPEUTICS INC CONV 0.875% 11/15/2032 144A",
        "value": "15399450.00",
        "weight": "0.00972369",
        "shared": true
      },
      {
        "name": "The Southern Company",
        "value": "14742473.40",
        "weight": "0.00930885",
        "shared": true
      },
      {
        "name": "WT 4.625 08/15/30",
        "value": "14220000.00",
        "weight": "0.00897894",
        "shared": false
      },
      {
        "name": "Synaptics, Inc., Convertible",
        "value": "13179000.00",
        "weight": "0.00832162",
        "shared": false
      },
      {
        "name": "CMS Energy Corporation, Convertible",
        "value": "13069750.00",
        "weight": "0.00825264",
        "shared": false
      },
      {
        "name": "Novanta Inc PREFERRED STOCK",
        "value": "12971200.00",
        "weight": "0.00819041",
        "shared": false
      },
      {
        "name": "MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/2028",
        "value": "12970000.00",
        "weight": "0.00818966",
        "shared": true
      },
      {
        "name": "LNT 3 1/4 05/30/28",
        "value": "12818057.40",
        "weight": "0.00809371",
        "shared": false
      },
      {
        "name": "FIRSTENERGY CORP SR UNSECURED 144A 01/31 3.875",
        "value": "12804000.00",
        "weight": "0.00808484",
        "shared": true
      },
      {
        "name": "TRIP.COM GROUP LTD SR UNSECURED 06/29 0.75",
        "value": "12672000.00",
        "weight": "0.00800149",
        "shared": false
      },
      {
        "name": "BRUKER CORP SER A PC",
        "value": "12597200.00",
        "weight": "0.00795426",
        "shared": false
      },
      {
        "name": "AVAV 0 07/15/30",
        "value": "12595000.00",
        "weight": "0.00795287",
        "shared": true
      },
      {
        "name": "OSI SYSTEMS INC SR UNSECURED 144A 02/31 0.5",
        "value": "12591612.00",
        "weight": "0.00795073",
        "shared": true
      },
      {
        "name": "PPL Capital Funding, Inc., Convertible",
        "value": "12564000.00",
        "weight": "0.00793330",
        "shared": false
      },
      {
        "name": "WEC ENERGY GROUP INC SR UNSECURED 06/29 4.375",
        "value": "12495000.00",
        "weight": "0.00788973",
        "shared": true
      },
      {
        "name": "NVMI 0 09/15/30",
        "value": "12452000.00",
        "weight": "0.00786257",
        "shared": false
      },
      {
        "name": "NCLH 0.75 09/15/30",
        "value": "12434351.40",
        "weight": "0.00785143",
        "shared": false
      },
      {
        "name": "CYTOKINETICS INC SR UNSECURED 144A 10/31 1.75",
        "value": "12426794.87",
        "weight": "0.00784666",
        "shared": true
      },
      {
        "name": "BARCLAYS BANK PLC SR UNSECURED 02/29 1",
        "value": "12319416.10",
        "weight": "0.00777886",
        "shared": false
      },
      {
        "name": "Nebius Group NV 1.0%, Due 09/15/2030",
        "value": "12254400.00",
        "weight": "0.00773780",
        "shared": false
      },
      {
        "name": "LIGAND PHARMACEUTICALS INC CONV 0.75% 10/01/2030 144A",
        "value": "12139000.00",
        "weight": "0.00766494",
        "shared": true
      },
      {
        "name": "LNTH 2.625 12/15/27",
        "value": "11965000.00",
        "weight": "0.00755507",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-26-023189",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/796229/000094040026023189/0000940400-26-023189-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-040900",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1097519/000141036826040900/0001410368-26-040900-index.htm"
    }
  ]
}