ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AMECX) and May 31, 2026 (CWGCX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AMECX vs CWGCX: Portfolio Overlap

Income Fund of America vs Capital World Growth & Income Fund

28.3%
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.

AMECX
201 equity holdings
as of April 30, 2026
CWGCX
330 equity holdings
as of May 31, 2026
99 stocks held in common
Overlap View Venn Diagram
28.3% OVERLAP AMECX CWGCX
Overlapping Holdings
10 Top 10 of 99 shared, by overlap contribution
# Stock AMECX CWGCX Overlap%
1
AVGO
 2.19% 4.65% 2.19%
2
Taiwan Semiconductor Manufacturing Co Ltd
 2.01% 5.93% 2.01%
3
PM
 3.00% 1.98% 1.98%
4
Vale SA
 1.35% 1.25% 1.25%
5
Canadian Natural Resources Ltd
 1.79% 1.18% 1.18%
6
BAE Systems PLC
 1.63% 1.06% 1.06%
7
MediaTek Inc
 0.87% 0.95% 0.87%
8
MSFT
 0.76% 2.35% 0.76%
9
Engie SA
 0.74% 0.89% 0.74%
10
EOG
 2.47% 0.68% 0.68%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AMECX — Income Fund of America
StockWeight
CVS1.94%
TotalEnergies SE1.88%
FITB1.32%
DRI1.19%
SLB1.18%
Only in CWGCX — Capital World Growth & Income Fund
StockWeight
MU2.66%
NVDA2.62%
AMZN2.30%
GOOGL2.28%
GOOG2.20%

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

AMECX (Income Fund of America) and CWGCX (Capital World Growth & Income Fund) share 28.3% portfolio overlap as of AMECX's April 30, 2026 filing and CWGCX's May 31, 2026 filing, across 99 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 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 AMECX and CWGCX?

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

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