ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (AIVSX) and April 30, 2026 (CAIBX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AIVSX vs CAIBX Holdings as of March 31, 2026 (AIVSX) and April 30, 2026 (CAIBX)

AIVSX vs CAIBX: Portfolio Overlap

Investment Co of America vs Capital Income Builder

33.7%
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.

AIVSX
171 equity holdings
as of March 31, 2026
CAIBX
298 equity holdings
as of April 30, 2026
85 stocks held in common
Overlap View Venn Diagram
33.7% OVERLAP AIVSX CAIBX
Overlapping Holdings
10 Top 10 of 85 shared, by overlap contribution
# Stock AIVSX CAIBX Overlap%
1
AVGO
 6.31% 5.65% 5.65%
2
PM
 2.36% 3.25% 2.36%
3
British American Tobacco PLC
 2.72% 2.15% 2.15%
4
Taiwan Semiconductor Manufacturing Co Ltd
 1.62% 4.42% 1.62%
5
RTX
 1.52% 1.61% 1.52%
6
MSFT
 5.81% 1.35% 1.35%
7
ABBV
 1.12% 1.87% 1.12%
8
JPM
 1.09% 1.46% 1.09%
9
Canadian Natural Resources Ltd
 0.98% 1.63% 0.98%
10
MS
 0.93% 0.99% 0.93%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AIVSX — Investment Co of America
StockWeight
NVDA6.71%
AMZN4.85%
LLY3.45%
META2.68%
GOOGL2.57%
Only in CAIBX — Capital Income Builder
StockWeight
CAPITAL GROUP CENTRAL CORPORATE BOND FUND2.64%
AstraZeneca PLC1.46%
SINGAPORE TELECOMMUNICATIONS LTD1.03%
Marubeni Corp.0.88%
NatWest Group PLC0.84%

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

AIVSX (Investment Co of America) and CAIBX (Capital Income Builder) share 33.7% portfolio overlap as of AIVSX's March 31, 2026 filing and CAIBX's April 30, 2026 filing, across 85 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 AIVSX 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 AIVSX and CAIBX?

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

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