ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (ABALX) and May 31, 2026 (CWGCX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > ABALX vs CWGCX Holdings as of March 31, 2026 (ABALX) and May 31, 2026 (CWGCX)

ABALX vs CWGCX: Portfolio Overlap

American Balanced Fund vs Capital World Growth & Income Fund

44.8%
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
CWGCX
330 equity holdings
as of May 31, 2026
109 stocks held in common
Overlap View Venn Diagram
44.8% OVERLAP ABALX CWGCX
Overlapping Holdings
10 Top 10 of 109 shared, by overlap contribution
# Stock ABALX CWGCX Overlap%
1
AVGO
 5.47% 4.65% 4.65%
2
NVDA
 3.25% 2.62% 2.62%
3
MSFT
 3.23% 2.35% 2.35%
4
GOOGL
 2.83% 2.28% 2.28%
5
GOOG
 2.32% 2.20% 2.20%
6
MU
 2.09% 2.66% 2.09%
7
PM
 3.63% 1.98% 1.98%
8
LLY
 2.16% 1.63% 1.63%
9
AMZN
 1.30% 2.30% 1.30%
10
Canadian Natural Resources Ltd
 1.66% 1.18% 1.18%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in ABALX — American Balanced Fund
StockWeight
CAPITAL GROUP CENTRAL CORPORATE BOND FUND4.55%
TSM3.79%
NOC1.23%
Wheaton Precious Metals Corp1.16%
SYF0.86%
Only in CWGCX — Capital World Growth & Income Fund
StockWeight
Softbank Group Corp.1.45%
Vale SA1.25%
BAE Systems PLC1.06%
FCX1.03%
MediaTek Inc0.95%

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

ABALX (American Balanced Fund) and CWGCX (Capital World Growth & Income Fund) share 44.8% portfolio overlap as of ABALX's March 31, 2026 filing and CWGCX's May 31, 2026 filing, across 109 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 CWGCX 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 CWGCX?

The most prominent shared holdings (by combined weight) are: AVGO, NVDA, MSFT. See the full common-holdings table on this page for weights in each fund.

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