ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (AIVSX) and May 31, 2026 (CWGCX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AIVSX vs CWGCX Holdings as of March 31, 2026 (AIVSX) and May 31, 2026 (CWGCX)

AIVSX vs CWGCX: Portfolio Overlap

Investment Co of America vs Capital World Growth & Income Fund

45.6%
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
CWGCX
330 equity holdings
as of May 31, 2026
111 stocks held in common
Overlap View Venn Diagram
45.6% OVERLAP AIVSX CWGCX
Overlapping Holdings
10 Top 10 of 111 shared, by overlap contribution
# Stock AIVSX CWGCX Overlap%
1
AVGO
 6.31% 4.65% 4.65%
2
NVDA
 6.71% 2.62% 2.62%
3
MSFT
 5.81% 2.35% 2.35%
4
AMZN
 4.85% 2.30% 2.30%
5
GOOGL
 2.57% 2.28% 2.28%
6
GOOG
 2.19% 2.20% 2.19%
7
PM
 2.36% 1.98% 1.98%
8
AAPL
 2.29% 1.97% 1.97%
9
LLY
 3.45% 1.63% 1.63%
10
Taiwan Semiconductor Manufacturing Co Ltd
 1.62% 5.93% 1.62%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AIVSX — Investment Co of America
StockWeight
UBER1.70%
MS0.93%
GEHC0.56%
GD0.48%
CRM0.45%
Only in CWGCX — Capital World Growth & Income Fund
StockWeight
Vale SA1.25%
MediaTek Inc0.95%
Engie SA0.89%
Cameco Corp0.82%
NOVO NORDISK A/S0.77%

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

AIVSX (Investment Co of America) and CWGCX (Capital World Growth & Income Fund) share 45.6% portfolio overlap as of AIVSX's March 31, 2026 filing and CWGCX's May 31, 2026 filing, across 111 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 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 AIVSX and CWGCX?

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

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