ETF and Mutual Fund Analysis

Holdings as of May 31, 2026 (AGTHX) and April 30, 2026 (CNWAX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AGTHX vs CNWAX: Portfolio Overlap

Growth Fund of America vs New World Fund Inc

20.0%
Weighted portfolio overlap
Low Overlap

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

AGTHX
313 equity holdings
as of May 31, 2026
CNWAX
408 equity holdings
as of April 30, 2026
74 stocks held in common
Overlap View Venn Diagram
20.0% OVERLAP AGTHX CNWAX
Overlapping Holdings
10 Top 10 of 74 shared, by overlap contribution
# Stock AGTHX CNWAX Overlap%
1
Taiwan Semiconductor Manufacturing Co Ltd
 2.52% 10.33% 2.52%
2
AVGO
 5.21% 2.21% 2.21%
3
NVDA
 6.25% 1.52% 1.52%
4
SK hynix Inc
 1.22% 4.85% 1.22%
5
MSFT
 4.25% 1.17% 1.17%
6
GOOGL
 3.12% 1.03% 1.03%
7
META
 4.18% 0.93% 0.93%
8
GOOG
 3.04% 0.76% 0.76%
9
MELI
 0.65% 1.48% 0.65%
10
KLAC
 0.84% 0.61% 0.61%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AGTHX — Growth Fund of America
StockWeight
AMZN4.00%
VRTX1.59%
ANTHROPIC PBC1.42%
SHOP1.06%
MSTR1.06%
Only in CNWAX — New World Fund Inc
StockWeight
Tencent Holdings Ltd2.32%
International Container Terminal Services Inc.1.18%
Bharti Airtel Ltd1.06%
Contemporary Amperex Technology Co Ltd1.05%
Banco Bilbao Vizcaya Argentaria SA1.00%

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

AGTHX (Growth Fund of America) and CNWAX (New World Fund Inc) share 20.0% portfolio overlap as of AGTHX's May 31, 2026 filing and CNWAX's April 30, 2026 filing, across 74 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 AGTHX and CNWAX 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 AGTHX and CNWAX?

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

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