ETF and Mutual Fund Analysis

Holdings as of April 30, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AFMFX vs CAIBX Holdings as of April 30, 2026

AFMFX vs CAIBX: Portfolio Overlap

American Mutual Fund vs Capital Income Builder

40.4%
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.

AFMFX
154 equity holdings
as of April 30, 2026
CAIBX
298 equity holdings
as of April 30, 2026
95 stocks held in common
Overlap View Venn Diagram
40.4% OVERLAP AFMFX CAIBX
Overlapping Holdings
10 Top 10 of 95 shared, by overlap contribution
# Stock AFMFX CAIBX Overlap%
1
AVGO
 4.69% 5.65% 4.69%
2
PM
 2.99% 3.25% 2.99%
3
ABBV
 2.09% 1.87% 1.87%
4
RTX
 1.50% 1.61% 1.50%
5
JPM
 2.03% 1.46% 1.46%
6
MSFT
 5.25% 1.35% 1.35%
7
XOM
 1.45% 1.32% 1.32%
8
MDLZ
 1.99% 1.08% 1.08%
9
SBUX
 2.50% 0.89% 0.89%
10
APD
 0.87% 0.87% 0.87%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFMFX — American Mutual Fund
StockWeight
LLY3.05%
AAPL2.42%
META2.16%
CSCO2.14%
GE1.86%
Only in CAIBX — Capital Income Builder
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd4.42%
CAPITAL GROUP CENTRAL CORPORATE BOND FUND2.64%
British American Tobacco PLC2.15%
SINGAPORE TELECOMMUNICATIONS LTD1.03%
Marubeni Corp.0.88%

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

AFMFX (American Mutual Fund) and CAIBX (Capital Income Builder) share 40.4% portfolio overlap as of their April 30, 2026 filings, across 95 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 AFMFX 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 AFMFX and CAIBX?

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

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