ETF and Mutual Fund Analysis

Holdings as of May 31, 2026 (AMCFX) and April 30, 2026 (CAIBX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AMCFX vs CAIBX: Portfolio Overlap

AMCAP Fund vs Capital Income Builder

16.3%
Weighted portfolio overlap
Low Overlap

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

AMCFX
113 equity holdings
as of May 31, 2026
CAIBX
298 equity holdings
as of April 30, 2026
32 stocks held in common
Overlap View Venn Diagram
16.3% OVERLAP AMCFX CAIBX
Overlapping Holdings
10 Top 10 of 32 shared, by overlap contribution
# Stock AMCFX CAIBX Overlap%
1
AVGO
 7.72% 5.65% 5.65%
2
Taiwan Semiconductor Manufacturing Co Ltd
 3.41% 4.42% 3.41%
3
MSFT
 5.73% 1.35% 1.35%
4
PM
 0.73% 3.25% 0.73%
5
Royal Caribbean Cruises Ltd.
 0.70% 0.70% 0.70%
6
PGR
 0.94% 0.58% 0.58%
7
JPM
 0.51% 1.46% 0.51%
8
SBUX
 0.46% 0.89% 0.46%
9
MS
 0.43% 0.99% 0.43%
10
BLK
 0.37% 0.56% 0.37%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AMCFX — AMCAP Fund
StockWeight
NVDA7.16%
AMZN6.32%
GOOGL5.87%
LLY4.67%
META3.91%
Only in CAIBX — Capital Income Builder
StockWeight
CAPITAL GROUP CENTRAL CORPORATE BOND FUND2.64%
British American Tobacco PLC2.15%
ABBV1.87%
Canadian Natural Resources Ltd1.63%
AstraZeneca PLC1.46%

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

AMCFX (AMCAP Fund) and CAIBX (Capital Income Builder) share 16.3% portfolio overlap as of AMCFX's May 31, 2026 filing and CAIBX's April 30, 2026 filing, across 32 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 AMCFX and CAIBX 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 AMCFX and CAIBX?

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

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