ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AMECX) and March 31, 2026 (CSPAX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AMECX vs CSPAX: Portfolio Overlap

Income Fund of America vs SMALLCAP World Fund Inc

1.6%
Weighted portfolio overlap
Low Overlap

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

AMECX
201 equity holdings
as of April 30, 2026
CSPAX
815 equity holdings
as of March 31, 2026
20 stocks held in common
Overlap View Venn Diagram
1.6% OVERLAP AMECX CSPAX
Overlapping Holdings
10 Top 10 of 20 shared, by overlap contribution
# Stock AMECX CSPAX Overlap%
1
LUNDIN MINING CORP
 0.61% 0.65% 0.61%
2
VNOM
 0.27% 0.20% 0.20%
3
FITB
 1.32% 0.14% 0.14%
4
Nordnet AB (publ)
 0.19% 0.12% 0.12%
5
WSO
 0.15% 0.09% 0.09%
6
Aura Minerals Inc
 0.13% 0.08% 0.08%
7
DRI
 1.19% 0.08% 0.08%
8
TLN
 0.06% 0.14% 0.06%
9
EVOLUTION AB
 0.09% 0.05% 0.05%
10
Qualitas Controladora SAB de CV
 0.08% 0.04% 0.04%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AMECX — Income Fund of America
StockWeight
PM3.00%
AMGN2.58%
EOG2.47%
UNH2.28%
SO2.23%
Only in CSPAX — SMALLCAP World Fund Inc
StockWeight
FIX1.52%
LITE1.32%
DIPLOMA PLC1.06%
TopBuild Corp0.91%
Kokusai Electric Corp0.81%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between AMECX and CSPAX?

AMECX (Income Fund of America) and CSPAX (SMALLCAP World Fund Inc) share 1.6% portfolio overlap as of AMECX's April 30, 2026 filing and CSPAX's March 31, 2026 filing, across 20 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 AMECX and CSPAX 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 AMECX and CSPAX?

The most prominent shared holdings (by combined weight) are: LUNDIN MINING CORP, VNOM, FITB. See the full common-holdings table on this page for weights in each fund.

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