ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (ABALX) and April 30, 2026 (CAIBX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > ABALX vs CAIBX Holdings as of March 31, 2026 (ABALX) and April 30, 2026 (CAIBX)

ABALX vs CAIBX: Portfolio Overlap

American Balanced Fund vs Capital Income Builder

31.8%
Weighted portfolio overlap
Moderate Overlap

Moderate Overlap. A recognisable amount of shared weight, common among funds drawing on the same large-cap pool. Much of it typically sits in the top conviction holdings.

ABALX
174 equity holdings
as of March 31, 2026
CAIBX
298 equity holdings
as of April 30, 2026
79 stocks held in common
Overlap View Venn Diagram
31.8% OVERLAP ABALX CAIBX
Overlapping Holdings
10 Top 10 of 79 shared, by overlap contribution
# Stock ABALX CAIBX Overlap%
1
AVGO
 5.47% 5.65% 5.47%
2
PM
 3.63% 3.25% 3.25%
3
CAPITAL GROUP CENTRAL CORPORATE BOND FUND
 4.55% 2.64% 2.64%
4
Canadian Natural Resources Ltd
 1.66% 1.63% 1.63%
5
MSFT
 3.23% 1.35% 1.35%
6
SBUX
 1.62% 0.89% 0.89%
7
UNH
 1.40% 0.88% 0.88%
8
GILD
 0.85% 0.85% 0.85%
9
AMGN
 1.51% 0.83% 0.83%
10
Taiwan Semiconductor Manufacturing Co Ltd
 0.65% 4.42% 0.65%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in ABALX — American Balanced Fund
StockWeight
TSM3.79%
NVDA3.25%
GOOGL2.83%
GOOG2.32%
LLY2.16%
Only in CAIBX — Capital Income Builder
StockWeight
MDLZ1.08%
SINGAPORE TELECOMMUNICATIONS LTD1.03%
Marubeni Corp.0.88%
APD0.87%
NatWest Group PLC0.84%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →
Frequently Asked Questions (FAQs)
What is the portfolio overlap between ABALX and CAIBX?

ABALX (American Balanced Fund) and CAIBX (Capital Income Builder) share 31.8% portfolio overlap as of ABALX's March 31, 2026 filing and CAIBX's April 30, 2026 filing, across 79 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do ABALX and CAIBX invest in the same stocks?

Somewhat. The two funds share a meaningful set of stocks, though each also holds distinct positions the other does not.

What are the top stocks held by both ABALX and CAIBX?

The most prominent shared holdings (by combined weight) are: AVGO, PM, CAPITAL GROUP CENTRAL CORPORATE BOND FUND. See the full common-holdings table on this page for weights in each fund.

Related Comparisons
CAIBX — Capital Income Builder vs SPYM — State Street(R) SPDR(R) Portfolio S&P 500(R) ETFABALX — American Balanced Fund vs RSP — Invesco S&P 500 Equal Weight ETFCAIBX — Capital Income Builder vs VOO — VANGUARD 500 INDEX FUNDABALX — American Balanced Fund vs IJH — iShares Core S&P Mid-Cap ETFCAIBX — Capital Income Builder vs IEFA — iShares Core MSCI EAFE ETFABALX — American Balanced Fund vs EAGRX — First Eagle Global Fund