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

AEGFX vs CAIBX: Portfolio Overlap

EUPAC Fund vs Capital Income Builder

28.4%

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.

AEGFX

373 equity holdings
as of March 31, 2026

CAIBX

298 equity holdings
as of April 30, 2026

125 stocks held in common

Overlap View Venn Diagram

Overlapping Holdings

10 Top 10 of 125 shared, by overlap contribution

#	Stock	AEGFX	CAIBX	Overlap%
1	Taiwan Semiconductor Manufacturing Co Ltd	7.42%	4.42%	4.42%
2	AstraZeneca PLC	1.66%	1.46%	1.46%
3	Canadian Natural Resources Ltd	0.90%	1.63%	0.90%
4	TotalEnergies SE	0.76%	0.71%	0.71%
5	British American Tobacco PLC	0.71%	2.15%	0.71%
6	Siemens AG	0.80%	0.64%	0.64%
7	Engie SA	0.86%	0.63%	0.63%
8	INDUSTRIA DE DISENO TEXTIL SA	0.58%	0.59%	0.58%
9	SSE PLC	1.18%	0.55%	0.55%
10	BAE Systems PLC	0.55%	0.81%	0.55%

Most Divergent Holdings Stocks held by one fund but absent from the other

Only in AEGFX — EUPAC Fund

Stock	Weight
SK hynix Inc	2.29%
ASML Holding NV	1.76%
Softbank Group Corp.	1.27%
Reliance Industries Ltd	1.09%
First Quantum Minerals Ltd	0.98%

Only in CAIBX — Capital Income Builder

Stock	Weight
AVGO	5.65%
CAPITAL GROUP CENTRAL CORPORATE BOND FUND	2.64%
ABBV	1.87%
RTX	1.61%
JPM	1.46%

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Frequently Asked Questions (FAQs)

What is the portfolio overlap between AEGFX and CAIBX?

AEGFX (EUPAC Fund) and CAIBX (Capital Income Builder) share 28.4% portfolio overlap as of AEGFX's March 31, 2026 filing and CAIBX's April 30, 2026 filing, across 125 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 AEGFX 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 AEGFX and CAIBX?

The most prominent shared holdings (by combined weight) are: Taiwan Semiconductor Manufacturing Co Ltd, AstraZeneca PLC, Canadian Natural Resources Ltd. See the full common-holdings table on this page for weights in each fund.

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