ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFICX vs CAIBX: Portfolio Overlap

American Funds Fundamental Investors vs Capital Income Builder

34.7%
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.

AFICX
238 equity holdings
as of March 31, 2026
CAIBX
298 equity holdings
as of April 30, 2026
94 stocks held in common
Overlap View Venn Diagram
34.7% OVERLAP AFICX CAIBX
Overlapping Holdings
10 Top 10 of 94 shared, by overlap contribution
# Stock AFICX CAIBX Overlap%
1
AVGO
 6.15% 5.65% 5.65%
2
PM
 4.13% 3.25% 3.25%
3
Taiwan Semiconductor Manufacturing Co Ltd
 2.24% 4.42% 2.24%
4
British American Tobacco PLC
 2.38% 2.15% 2.15%
5
MSFT
 4.67% 1.35% 1.35%
6
SBUX
 0.96% 0.89% 0.89%
7
Canadian Natural Resources Ltd
 0.83% 1.63% 0.83%
8
AMGN
 0.90% 0.83% 0.83%
9
UNH
 0.81% 0.88% 0.81%
10
WELL
 0.88% 0.73% 0.73%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFICX — American Funds Fundamental Investors
StockWeight
GOOG3.77%
NVDA3.74%
AMZN2.90%
META2.40%
TDG2.25%
Only in CAIBX — Capital Income Builder
StockWeight
CAPITAL GROUP CENTRAL CORPORATE BOND FUND2.64%
SINGAPORE TELECOMMUNICATIONS LTD1.03%
Marubeni Corp.0.88%
GILD0.85%
NatWest Group PLC0.84%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between AFICX and CAIBX?

AFICX (American Funds Fundamental Investors) and CAIBX (Capital Income Builder) share 34.7% portfolio overlap as of AFICX's March 31, 2026 filing and CAIBX's April 30, 2026 filing, across 94 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 AFICX 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 AFICX and CAIBX?

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

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