{
  "page": "compare",
  "query": {
    "a": "WMBLX",
    "b": "SCJAX"
  },
  "retrieved_at": "2026-07-07T18:44:15+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": "WesMark Balanced Fund",
    "ticker": "WMBLX",
    "slug": "WMBLX",
    "series_id": "S000005477",
    "html_url": "https://fundwatcher.app/funds/WMBLX/"
  },
  "fund_b": {
    "name": "Steward Covered Call Income Fund",
    "ticker": "SCJAX",
    "slug": "SCJAX",
    "series_id": "S000059856",
    "html_url": "https://fundwatcher.app/funds/SCJAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3058697479365397208779669229",
    "coverage_b_by_a": "0.3058697479365397208779669228",
    "shared_count": 27,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-01-30"
    },
    "a_top": [
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        "name": "APPLE INC",
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      },
      {
        "name": "MONEY MARKET FUND",
        "value": "3044455.62",
        "weight": "0.03085586",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "2754064.80",
        "weight": "0.02791272",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "2723424.70",
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      },
      {
        "name": "CATERPILLAR INC",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
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      {
        "name": "ALPHABET INC CL A",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "2211315.00",
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        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "2207523.50",
        "weight": "0.02237347",
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      {
        "name": "MERCK & CO",
        "value": "2159927.24",
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      },
      {
        "name": "WALMART INC",
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      },
      {
        "name": "Federal Home Loan Banks",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
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      },
      {
        "name": "META PLATFORMS INC CL A",
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      },
      {
        "name": "LOWES COS INC",
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      },
      {
        "name": "PNC FINANCIAL SERVICES GRP INC",
        "value": "1664720.00",
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      },
      {
        "name": "LILLY ELI and CO",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "1494609.38",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "1481455.08",
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      },
      {
        "name": "US BANCORP DEL",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
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      },
      {
        "name": "PEPSICO INC",
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      },
      {
        "name": "DUKE ENERGY CORP NEW",
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      {
        "name": "TARGET CORP",
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      {
        "name": "INTL BUS MACH CORP",
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      {
        "name": "EOG RESOURCES INC",
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      },
      {
        "name": "VALERO ENERGY CORP",
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      },
      {
        "name": "L3HARRIS TECHNOLOGIES INC",
        "value": "966420.00",
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      },
      {
        "name": "COMCAST CORP CL A",
        "value": "947430.00",
        "weight": "0.00960230",
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      },
      {
        "name": "DEERE & CO",
        "value": "900716.70",
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      },
      {
        "name": "FREEPORT MCMORAN INC",
        "value": "881700.00",
        "weight": "0.00893612",
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      },
      {
        "name": "DOMINION ENERGY INC",
        "value": "871600.18",
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      },
      {
        "name": "DICKS SPORTING GOODS INC",
        "value": "855423.06",
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      {
        "name": "DIGITAL REALTY TRUST INC",
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      {
        "name": "FED HOME LN BANK",
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      },
      {
        "name": "EATON CORP PLC",
        "value": "751107.00",
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      },
      {
        "name": "NETFLIX INC",
        "value": "749970.00",
        "weight": "0.00760102",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "739687.50",
        "weight": "0.00749681",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "682500.00",
        "weight": "0.00691721",
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      },
      {
        "name": "TJX COS INC",
        "value": "670740.00",
        "weight": "0.00679802",
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      },
      {
        "name": "PAYPAL HOLDINGS",
        "value": "655835.00",
        "weight": "0.00664695",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "603983.00",
        "weight": "0.00612143",
        "shared": true
      },
      {
        "name": "CARRIER GLOBAL CORP",
        "value": "591255.00",
        "weight": "0.00599243",
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      },
      {
        "name": "Columbus-Franklin County Finance Authority",
        "value": "588253.12",
        "weight": "0.00596200",
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      {
        "name": "Marshall University",
        "value": "558236.16",
        "weight": "0.00565778",
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      },
      {
        "name": "PNC FINANCIAL",
        "value": "552549.35",
        "weight": "0.00560014",
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      },
      {
        "name": "Fannie Mae Pool",
        "value": "533410.87",
        "weight": "0.00540617",
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      },
      {
        "name": "BROADCOM INC",
        "value": "526167.00",
        "weight": "0.00533276",
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      {
        "name": "CHARLES SCHWAB",
        "value": "525417.46",
        "weight": "0.00532516",
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      },
      {
        "name": "U.S. Treasury Inflation-Protected Indexed Notes",
        "value": "525177.27",
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      }
    ],
    "b_top": [
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        "name": "APPLE INC",
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      },
      {
        "name": "NVIDIA CORP",
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      },
      {
        "name": "AMAZON.COM INC",
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      },
      {
        "name": "MICROSOFT CORP",
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        "weight": "0.04330192",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "4292600.00",
        "weight": "0.03570105",
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      },
      {
        "name": "BROADCOM INC",
        "value": "3776820.00",
        "weight": "0.03141137",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "3582500.00",
        "weight": "0.02979523",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "3317594.00",
        "weight": "0.02759204",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "2668542.00",
        "weight": "0.02219395",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "2306544.00",
        "weight": "0.01918325",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "2263586.00",
        "weight": "0.01882598",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "2154243.00",
        "weight": "0.01791659",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1710940.00",
        "weight": "0.01422969",
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      },
      {
        "name": "WALMART INC",
        "value": "1703702.00",
        "weight": "0.01416949",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "1673516.00",
        "weight": "0.01391844",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "1577664.00",
        "weight": "0.01312125",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "1496656.00",
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      },
      {
        "name": "COCA-COLA CO/THE",
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      },
      {
        "name": "HOME DEPOT INC",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "1456752.00",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "1410375.00",
        "weight": "0.01172992",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "1400854.00",
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      },
      {
        "name": "LINDE PLC",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "1357965.00",
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      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
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      },
      {
        "name": "MORGAN STANLEY",
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      },
      {
        "name": "PROCTER & GAMBLE",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
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        "weight": "0.00995099",
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      },
      {
        "name": "ABBVIE INC",
        "value": "1181953.00",
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      },
      {
        "name": "LOWES COS INC",
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      },
      {
        "name": "QUALCOMM INC",
        "value": "1167243.00",
        "weight": "0.00970782",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "1145301.00",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1127840.00",
        "weight": "0.00938011",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "1114470.00",
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      },
      {
        "name": "NT-INST TRSR-PRM",
        "value": "1113893.89",
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      },
      {
        "name": "SOUTHERN CO",
        "value": "1080651.00",
        "weight": "0.00898765",
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      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "1023840.00",
        "weight": "0.00851516",
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      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "1019320.00",
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      },
      {
        "name": "SALESFORCE INC",
        "value": "1018992.00",
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      },
      {
        "name": "BLACKROCK INC",
        "value": "1007046.00",
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      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "1000368.00",
        "weight": "0.00831994",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "981440.00",
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      },
      {
        "name": "PEPSICO INC",
        "value": "952506.00",
        "weight": "0.00792188",
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      },
      {
        "name": "NETFLIX INC",
        "value": "951786.00",
        "weight": "0.00791589",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "950859.00",
        "weight": "0.00790818",
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      },
      {
        "name": "SERVICENOW INC",
        "value": "947781.00",
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      },
      {
        "name": "MCDONALDS CORP",
        "value": "945000.00",
        "weight": "0.00785945",
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      },
      {
        "name": "DANAHER CORP",
        "value": "941227.00",
        "weight": "0.00782807",
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      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "907596.00",
        "weight": "0.00754837",
        "shared": false
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "897990.00",
        "weight": "0.00746848",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-007535",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1007226/000091047226007535/0000910472-26-007535-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002066578-26-001021",
      "as_of": "2026-01-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/92500/000206657826001021/0002066578-26-001021-index.htm"
    }
  ]
}