ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

ANWFX vs CAIBX: Portfolio Overlap

New Perspective Fund vs Capital Income Builder

29.3%
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.

ANWFX
276 equity holdings
as of March 31, 2026
CAIBX
298 equity holdings
as of April 30, 2026
104 stocks held in common
Overlap View Venn Diagram
29.3% OVERLAP ANWFX CAIBX
Overlapping Holdings
10 Top 10 of 104 shared, by overlap contribution
# Stock ANWFX CAIBX Overlap%
1
Taiwan Semiconductor Manufacturing Co Ltd
 4.26% 4.42% 4.26%
2
AVGO
 2.95% 5.65% 2.95%
3
AstraZeneca PLC
 2.09% 1.46% 1.46%
4
MSFT
 2.70% 1.35% 1.35%
5
PM
 1.09% 3.25% 1.09%
6
BAE Systems PLC
 0.80% 0.81% 0.80%
7
TotalEnergies SE
 1.20% 0.71% 0.71%
8
Royal Caribbean Cruises Ltd.
 1.25% 0.70% 0.70%
9
SBUX
 0.65% 0.89% 0.65%
10
Engie SA
 0.63% 0.63% 0.63%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in ANWFX — New Perspective Fund
StockWeight
META3.79%
NVDA3.10%
TSLA2.66%
LLY1.53%
GOOG1.47%
Only in CAIBX — Capital Income Builder
StockWeight
CAPITAL GROUP CENTRAL CORPORATE BOND FUND2.64%
XOM1.32%
MS0.99%
UNH0.88%
APD0.87%

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

ANWFX (New Perspective Fund) and CAIBX (Capital Income Builder) share 29.3% portfolio overlap as of ANWFX's March 31, 2026 filing and CAIBX's April 30, 2026 filing, across 104 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 ANWFX 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 ANWFX and CAIBX?

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

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