ETF and Mutual Fund Analysis

Holdings as of May 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AGTHX vs CWGCX Holdings as of May 31, 2026

AGTHX vs CWGCX: Portfolio Overlap

Growth Fund of America vs Capital World Growth & Income Fund

44.8%
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.

AGTHX
313 equity holdings
as of May 31, 2026
CWGCX
330 equity holdings
as of May 31, 2026
120 stocks held in common
Overlap View Venn Diagram
44.8% OVERLAP AGTHX CWGCX
Overlapping Holdings
10 Top 10 of 120 shared, by overlap contribution
# Stock AGTHX CWGCX Overlap%
1
AVGO
 5.21% 4.65% 4.65%
2
MU
 2.72% 2.66% 2.66%
3
NVDA
 6.25% 2.62% 2.62%
4
Taiwan Semiconductor Manufacturing Co Ltd
 2.52% 5.93% 2.52%
5
MSFT
 4.25% 2.35% 2.35%
6
AMZN
 4.00% 2.30% 2.30%
7
GOOGL
 3.12% 2.28% 2.28%
8
GOOG
 3.04% 2.20% 2.20%
9
AAPL
 1.71% 1.97% 1.71%
10
LLY
 2.99% 1.63% 1.63%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AGTHX — Growth Fund of America
StockWeight
UBER1.07%
SHOP1.06%
KLAC0.84%
ASML0.54%
AFRM0.49%
Only in CWGCX — Capital World Growth & Income Fund
StockWeight
Vale SA1.25%
BAE Systems PLC1.06%
MediaTek Inc0.95%
Engie SA0.89%
Cameco Corp0.82%

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

AGTHX (Growth Fund of America) and CWGCX (Capital World Growth & Income Fund) share 44.8% portfolio overlap as of their May 31, 2026 filings, across 120 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 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 AGTHX and CWGCX?

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

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