ETF and Mutual Fund Analysis

Holdings as of March 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > ABALX vs CSPAX Holdings as of March 31, 2026

ABALX vs CSPAX: Portfolio Overlap

American Balanced Fund vs SMALLCAP World Fund Inc

1.8%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

ABALX
174 equity holdings
as of March 31, 2026
CSPAX
815 equity holdings
as of March 31, 2026
17 stocks held in common
Overlap View Venn Diagram
1.8% OVERLAP ABALX CSPAX
Overlapping Holdings
10 Top 10 of 17 shared, by overlap contribution
# Stock ABALX CSPAX Overlap%
1
FTAI Aviation Ltd.
 0.45% 0.46% 0.45%
2
RGLD
 0.66% 0.40% 0.40%
3
LUNDIN MINING CORP
 0.25% 0.65% 0.25%
4
VNOM
 0.18% 0.20% 0.18%
5
ATI
 0.14% 0.80% 0.14%
6
FITB
 0.19% 0.14% 0.14%
7
MOH
 0.11% 0.25% 0.11%
8
DRI
 0.20% 0.08% 0.08%
9
MTN
 0.07% 0.03% 0.03%
10
MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS
 0.00% 0.15% 0.00%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in ABALX — American Balanced Fund
StockWeight
AVGO5.47%
CAPITAL GROUP CENTRAL CORPORATE BOND FUND4.55%
TSM3.79%
PM3.63%
NVDA3.25%
Only in CSPAX — SMALLCAP World Fund Inc
StockWeight
FIX1.52%
LITE1.32%
DIPLOMA PLC1.06%
TopBuild Corp0.91%
Kokusai Electric Corp0.81%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between ABALX and CSPAX?

ABALX (American Balanced Fund) and CSPAX (SMALLCAP World Fund Inc) share 1.8% portfolio overlap as of their March 31, 2026 filings, across 17 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 CSPAX invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

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

The most prominent shared holdings (by combined weight) are: FTAI Aviation Ltd., RGLD, LUNDIN MINING CORP. See the full common-holdings table on this page for weights in each fund.

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