ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFICX vs CNWAX: Portfolio Overlap

American Funds Fundamental Investors vs New World Fund Inc

23.9%
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
CNWAX
408 equity holdings
as of April 30, 2026
84 stocks held in common
Overlap View Venn Diagram
23.9% OVERLAP AFICX CNWAX
Overlapping Holdings
10 Top 10 of 84 shared, by overlap contribution
# Stock AFICX CNWAX Overlap%
1
Taiwan Semiconductor Manufacturing Co Ltd
 2.24% 10.33% 2.24%
2
AVGO
 6.15% 2.21% 2.21%
3
SK hynix Inc
 1.72% 4.85% 1.72%
4
NVDA
 3.74% 1.52% 1.52%
5
MSFT
 4.67% 1.17% 1.17%
6
GOOGL
 1.65% 1.03% 1.03%
7
META
 2.40% 0.93% 0.93%
8
MELI
 0.90% 1.48% 0.90%
9
Rolls-Royce Holdings PLC
 0.79% 0.77% 0.77%
10
Grupo Mexico SAB de CV
 0.77% 0.89% 0.77%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFICX — American Funds Fundamental Investors
StockWeight
AMZN2.90%
AMGN0.90%
WELL0.88%
MSTR0.87%
SHOP0.85%
Only in CNWAX — New World Fund Inc
StockWeight
Tencent Holdings Ltd2.32%
Samsung Electronics Co Ltd1.94%
International Container Terminal Services Inc.1.18%
Bharti Airtel Ltd1.06%
Contemporary Amperex Technology Co Ltd1.05%

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

AFICX (American Funds Fundamental Investors) and CNWAX (New World Fund Inc) share 23.9% portfolio overlap as of AFICX's March 31, 2026 filing and CNWAX's April 30, 2026 filing, across 84 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 CNWAX 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 CNWAX?

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

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