ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

ANWFX vs CNWAX: Portfolio Overlap

New Perspective Fund vs New World Fund Inc

31.9%
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
CNWAX
408 equity holdings
as of April 30, 2026
130 stocks held in common
Overlap View Venn Diagram
31.9% OVERLAP ANWFX CNWAX
Overlapping Holdings
10 Top 10 of 130 shared, by overlap contribution
# Stock ANWFX CNWAX Overlap%
1
Taiwan Semiconductor Manufacturing Co Ltd
 4.26% 10.33% 4.26%
2
AVGO
 2.95% 2.21% 2.21%
3
NVDA
 3.10% 1.52% 1.52%
4
MSFT
 2.70% 1.17% 1.17%
5
GOOGL
 1.37% 1.03% 1.03%
6
META
 3.79% 0.93% 0.93%
7
Samsung Electronics Co Ltd
 0.84% 1.94% 0.84%
8
AIRBUS SE
 0.80% 0.87% 0.80%
9
ASML Holding NV
 1.07% 0.78% 0.78%
10
GOOG
 1.47% 0.76% 0.76%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in ANWFX — New Perspective Fund
StockWeight
AMZN1.45%
SHOP1.15%
VRTX1.02%
NOC0.96%
COST0.84%
Only in CNWAX — New World Fund Inc
StockWeight
International Container Terminal Services Inc.1.18%
PBR0.92%
MediaTek Inc0.82%
Midea Group Co Ltd.0.82%
NU Holdings Ltd/Cayman Islands0.75%

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

ANWFX (New Perspective Fund) and CNWAX (New World Fund Inc) share 31.9% portfolio overlap as of ANWFX's March 31, 2026 filing and CNWAX's April 30, 2026 filing, across 130 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 CNWAX 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 CNWAX?

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

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