ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

ABALX vs FIWGX: Portfolio Overlap

American Balanced Fund vs Strategic Advisers Fidelity Core Income Fund

0.0%
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
FIWGX
68 equity holdings
as of May 31, 2026
0 stocks held in common
Overlap View Venn Diagram
0.0% OVERLAP ABALX FIWGX
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 FIWGX — Strategic Advisers Fidelity Core Income Fund
StockWeight
Fidelity Salem Street Trust44.42%
Fidelity Salem Street Trust14.39%
Fidelity Salem Street Trust6.03%
Fidelity Salem Street Trust5.83%
Fidelity Salem Street Trust5.19%

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 FIWGX?

ABALX (American Balanced Fund) and FIWGX (Strategic Advisers Fidelity Core Income Fund) share 0.0% portfolio overlap as of ABALX's March 31, 2026 filing and FIWGX's May 31, 2026 filing, across 0 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 FIWGX 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 FIWGX?

The most prominent shared holdings (by combined weight) are: none found. See the full common-holdings table on this page for weights in each fund.

Related Comparisons
ABALX — American Balanced Fund vs VWELX — VANGUARD WELLINGTON FUNDABALX — American Balanced Fund vs VWENX — VANGUARD WELLINGTON FUNDFIWGX — Strategic Advisers Fidelity Core Income Fund vs SCHD — Schwab U.S. Dividend Equity ETFEFA — iShares MSCI EAFE ETF vs FIWGX — Strategic Advisers Fidelity Core Income FundABALX — American Balanced Fund vs JLGMX — JPMorgan Large Cap Growth FundABALX — American Balanced Fund vs FCFMX — Fidelity Series Total Market Index Fund