ETF and Mutual Fund Analysis

Holdings as of March 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > ANWFX vs CSPAX Holdings as of March 31, 2026

ANWFX vs CSPAX: Portfolio Overlap

New Perspective Fund vs SMALLCAP World Fund Inc

2.7%
Weighted portfolio overlap
Low Overlap

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

ANWFX
276 equity holdings
as of March 31, 2026
CSPAX
815 equity holdings
as of March 31, 2026
32 stocks held in common
Overlap View Venn Diagram
2.7% OVERLAP ANWFX CSPAX
Overlapping Holdings
10 Top 10 of 32 shared, by overlap contribution
# Stock ANWFX CSPAX Overlap%
1
FTAI Aviation Ltd.
 0.49% 0.46% 0.46%
2
Bombardier Inc
 0.37% 0.72% 0.37%
3
ULS
 0.22% 0.24% 0.22%
4
WYNN
 0.19% 0.16% 0.16%
5
DIPLOMA PLC
 0.14% 1.06% 0.14%
6
XPO
 0.09% 0.27% 0.09%
7
TTEK
 0.08% 0.13% 0.08%
8
MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS
 0.07% 0.15% 0.07%
9
BLACKROCK LIQUIDITY FUNDS
 0.07% 0.15% 0.07%
10
Ascendis Pharma A/S
 0.07% 0.17% 0.07%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in ANWFX — New Perspective Fund
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd4.26%
META3.79%
NVDA3.10%
AVGO2.95%
MSFT2.70%
Only in CSPAX — SMALLCAP World Fund Inc
StockWeight
FIX1.52%
LITE1.32%
TopBuild Corp0.91%
Kokusai Electric Corp0.81%
ATI0.80%

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

ANWFX (New Perspective Fund) and CSPAX (SMALLCAP World Fund Inc) share 2.7% portfolio overlap as of their March 31, 2026 filings, 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 ANWFX 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 ANWFX and CSPAX?

The most prominent shared holdings (by combined weight) are: FTAI Aviation Ltd., Bombardier Inc, ULS. See the full common-holdings table on this page for weights in each fund.

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