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 DODGX Holdings as of March 31, 2026

ANWFX vs DODGX: Portfolio Overlap

New Perspective Fund vs Dodge & Cox Stock Fund

13.2%
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
DODGX
86 equity holdings
as of March 31, 2026
18 stocks held in common
Overlap View Venn Diagram
13.2% OVERLAP ANWFX DODGX
Overlapping Holdings
10 Top 10 of 18 shared, by overlap contribution
# Stock ANWFX DODGX Overlap%
1
Taiwan Semiconductor Manufacturing Co Ltd
 4.26% 2.52% 2.52%
2
MSFT
 2.70% 2.50% 2.50%
3
META
 3.79% 1.76% 1.76%
4
AMZN
 1.45% 1.79% 1.45%
5
GOOG
 1.47% 1.42% 1.42%
6
GOOGL
 1.37% 2.11% 1.37%
7
AJG
 0.38% 0.96% 0.38%
8
CARR
 0.30% 1.01% 0.30%
9
BKNG
 0.27% 1.76% 0.27%
10
REGN
 0.24% 1.98% 0.24%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in ANWFX — New Perspective Fund
StockWeight
NVDA3.10%
AVGO2.95%
TSLA2.66%
AstraZeneca PLC2.09%
LLY1.53%
Only in DODGX — Dodge & Cox Stock Fund
StockWeight
SCHW4.25%
JCI3.25%
OXY2.90%
MET2.34%
GILD2.22%

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

ANWFX (New Perspective Fund) and DODGX (Dodge & Cox Stock Fund) share 13.2% portfolio overlap as of their March 31, 2026 filings, across 18 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 DODGX 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 DODGX?

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

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