ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (ANWFX) and May 31, 2026 (CWGCX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > ANWFX vs CWGCX Holdings as of March 31, 2026 (ANWFX) and May 31, 2026 (CWGCX)

ANWFX vs CWGCX: Portfolio Overlap

New Perspective Fund vs Capital World Growth & Income Fund

46.5%
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
CWGCX
330 equity holdings
as of May 31, 2026
138 stocks held in common
Overlap View Venn Diagram
46.5% OVERLAP ANWFX CWGCX
Overlapping Holdings
10 Top 10 of 138 shared, by overlap contribution
# Stock ANWFX CWGCX Overlap%
1
Taiwan Semiconductor Manufacturing Co Ltd
 4.26% 5.93% 4.26%
2
AVGO
 2.95% 4.65% 2.95%
3
NVDA
 3.10% 2.62% 2.62%
4
MSFT
 2.70% 2.35% 2.35%
5
LLY
 1.53% 1.63% 1.53%
6
GOOG
 1.47% 2.20% 1.47%
7
AMZN
 1.45% 2.30% 1.45%
8
GOOGL
 1.37% 2.28% 1.37%
9
META
 3.79% 1.36% 1.36%
10
PM
 1.09% 1.98% 1.09%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in ANWFX — New Perspective Fund
StockWeight
TotalEnergies SE1.20%
SHOP1.15%
NOC0.96%
DSV A/S0.91%
COST0.84%
Only in CWGCX — Capital World Growth & Income Fund
StockWeight
Softbank Group Corp.1.45%
Vale SA1.25%
MediaTek Inc0.95%
Cameco Corp0.82%
AMAT0.75%

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

ANWFX (New Perspective Fund) and CWGCX (Capital World Growth & Income Fund) share 46.5% portfolio overlap as of ANWFX's March 31, 2026 filing and CWGCX's May 31, 2026 filing, across 138 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 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 ANWFX and CWGCX?

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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CWGCX — Capital World Growth & Income Fund vs IEMG — iShares Core MSCI Emerging Markets ETFCWGCX — Capital World Growth & Income Fund vs QQQM — Invesco NASDAQ 100 ETFANWFX — New Perspective Fund vs FCTDX — Strategic Advisers Fidelity U.S. Total Stock FundANWFX — New Perspective Fund vs FIWGX — Strategic Advisers Fidelity Core Income FundCWGCX — Capital World Growth & Income Fund vs FCFMX — Fidelity Series Total Market Index FundCWGCX — Capital World Growth & Income Fund vs FSAKX — Strategic Advisers U.S. Total Stock Fund