ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AFMFX) and May 31, 2026 (CWGCX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AFMFX vs CWGCX Holdings as of April 30, 2026 (AFMFX) and May 31, 2026 (CWGCX)

AFMFX vs CWGCX: Portfolio Overlap

American Mutual Fund vs Capital World Growth & Income Fund

31.0%
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
CWGCX
330 equity holdings
as of May 31, 2026
86 stocks held in common
Overlap View Venn Diagram
31.0% OVERLAP AFMFX CWGCX
Overlapping Holdings
10 Top 10 of 86 shared, by overlap contribution
# Stock AFMFX CWGCX Overlap%
1
AVGO
 4.69% 4.65% 4.65%
2
MSFT
 5.25% 2.35% 2.35%
3
PM
 2.99% 1.98% 1.98%
4
AAPL
 2.42% 1.97% 1.97%
5
LLY
 3.05% 1.63% 1.63%
6
GOOGL
 1.43% 2.28% 1.43%
7
META
 2.16% 1.36% 1.36%
8
GOOG
 1.12% 2.20% 1.12%
9
AMAT
 1.43% 0.75% 0.75%
10
UNP
 1.20% 0.68% 0.68%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFMFX — American Mutual Fund
StockWeight
TSM1.75%
CNP1.61%
BTI1.20%
IP0.96%
PNC0.85%
Only in CWGCX — Capital World Growth & Income Fund
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd5.93%
MU2.66%
NVDA2.62%
AMZN2.30%
Softbank Group Corp.1.45%

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

AFMFX (American Mutual Fund) and CWGCX (Capital World Growth & Income Fund) share 31.0% portfolio overlap as of AFMFX's April 30, 2026 filing and CWGCX's May 31, 2026 filing, across 86 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 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 AFMFX and CWGCX?

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

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