ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (AFICX) and May 31, 2026 (CWGCX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AFICX vs CWGCX Holdings as of March 31, 2026 (AFICX) and May 31, 2026 (CWGCX)

AFICX vs CWGCX: Portfolio Overlap

American Funds Fundamental Investors vs Capital World Growth & Income Fund

45.3%
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
CWGCX
330 equity holdings
as of May 31, 2026
108 stocks held in common
Overlap View Venn Diagram
45.3% OVERLAP AFICX CWGCX
Overlapping Holdings
10 Top 10 of 108 shared, by overlap contribution
# Stock AFICX CWGCX Overlap%
1
AVGO
 6.15% 4.65% 4.65%
2
NVDA
 3.74% 2.62% 2.62%
3
MSFT
 4.67% 2.35% 2.35%
4
AMZN
 2.90% 2.30% 2.30%
5
Taiwan Semiconductor Manufacturing Co Ltd
 2.24% 5.93% 2.24%
6
GOOG
 3.77% 2.20% 2.20%
7
MU
 2.20% 2.66% 2.20%
8
PM
 4.13% 1.98% 1.98%
9
GOOGL
 1.65% 2.28% 1.65%
10
AAPL
 1.58% 1.97% 1.58%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFICX — American Funds Fundamental Investors
StockWeight
KLAC1.25%
TSM1.18%
WELL0.88%
SHOP0.85%
FTAI Aviation Ltd.0.84%
Only in CWGCX — Capital World Growth & Income Fund
StockWeight
Softbank Group Corp.1.45%
Vale SA1.25%
FCX1.03%
Cameco Corp0.82%
ORCL0.58%

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

AFICX (American Funds Fundamental Investors) and CWGCX (Capital World Growth & Income Fund) share 45.3% portfolio overlap as of AFICX's March 31, 2026 filing and CWGCX's May 31, 2026 filing, across 108 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 CWGCX 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 CWGCX?

The most prominent shared holdings (by combined weight) are: AVGO, NVDA, MSFT. See the full common-holdings table on this page for weights in each fund.

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