ETF and Mutual Fund Analysis

Holdings as of March 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AFICX vs CSPAX Holdings as of March 31, 2026

AFICX vs CSPAX: Portfolio Overlap

American Funds Fundamental Investors vs SMALLCAP World Fund Inc

3.6%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

AFICX
238 equity holdings
as of March 31, 2026
CSPAX
815 equity holdings
as of March 31, 2026
28 stocks held in common
Overlap View Venn Diagram
3.6% OVERLAP AFICX CSPAX
Overlapping Holdings
10 Top 10 of 28 shared, by overlap contribution
# Stock AFICX CSPAX Overlap%
1
FTAI Aviation Ltd.
 0.84% 0.46% 0.46%
2
LUNDIN MINING CORP
 0.33% 0.65% 0.33%
3
RenaissanceRe Holdings Ltd
 0.29% 0.36% 0.29%
4
RGLD
 0.28% 0.40% 0.28%
5
XPO
 0.29% 0.27% 0.27%
6
SPXC
 0.16% 0.42% 0.16%
7
LIFCO AB
 0.18% 0.16% 0.16%
8
WYNN
 0.18% 0.16% 0.16%
9
FIX
 0.15% 1.52% 0.15%
10
CZR
 0.13% 0.16% 0.13%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFICX — American Funds Fundamental Investors
StockWeight
AVGO6.15%
MSFT4.67%
PM4.13%
GOOG3.77%
NVDA3.74%
Only in CSPAX — SMALLCAP World Fund Inc
StockWeight
LITE1.32%
DIPLOMA PLC1.06%
TopBuild Corp0.91%
Kokusai Electric Corp0.81%
ATI0.80%

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

AFICX (American Funds Fundamental Investors) and CSPAX (SMALLCAP World Fund Inc) share 3.6% portfolio overlap as of their March 31, 2026 filings, across 28 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 CSPAX 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 AFICX and CSPAX?

The most prominent shared holdings (by combined weight) are: FTAI Aviation Ltd., LUNDIN MINING CORP, RenaissanceRe Holdings Ltd. See the full common-holdings table on this page for weights in each fund.

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