ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

ANWFX vs EAGRX: Portfolio Overlap

New Perspective Fund vs First Eagle Global Fund

11.6%
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
EAGRX
131 equity holdings
as of April 30, 2026
26 stocks held in common
Overlap View Venn Diagram
11.6% OVERLAP ANWFX EAGRX
Overlapping Holdings
10 Top 10 of 26 shared, by overlap contribution
# Stock ANWFX EAGRX Overlap%
1
META
 3.79% 2.23% 2.23%
2
GOOG
 1.47% 3.10% 1.47%
3
PM
 1.09% 1.12% 1.09%
4
NESTLE' SA/AG
 0.78% 1.29% 0.78%
5
AIA Group Ltd
 0.81% 0.72% 0.72%
6
MSFT
 2.70% 0.62% 0.62%
7
Prosus NV
 0.51% 1.55% 0.51%
8
GOOGL
 1.37% 0.49% 0.49%
9
British American Tobacco PLC
 0.45% 1.90% 0.45%
10
RELX PLC
 0.42% 0.63% 0.42%
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%
NVDA3.10%
AVGO2.95%
TSLA2.66%
AstraZeneca PLC2.09%
Only in EAGRX — First Eagle Global Fund
StockWeight
Samsung Electronics Co Ltd.2.07%
BDX1.91%
ELV1.71%
ORCL1.54%
HCA1.51%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →
Frequently Asked Questions (FAQs)
What is the portfolio overlap between ANWFX and EAGRX?

ANWFX (New Perspective Fund) and EAGRX (First Eagle Global Fund) share 11.6% portfolio overlap as of ANWFX's March 31, 2026 filing and EAGRX's April 30, 2026 filing, across 26 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 EAGRX 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 EAGRX?

The most prominent shared holdings (by combined weight) are: META, GOOG, PM. See the full common-holdings table on this page for weights in each fund.

Related Comparisons
AMECX — Income Fund of America vs EAGRX — First Eagle Global FundEAGRX — First Eagle Global Fund vs SCHD — Schwab U.S. Dividend Equity ETFAIVSX — Investment Co of America vs EAGRX — First Eagle Global FundAWSHX — Washington Mutual Investors Fund vs EAGRX — First Eagle Global FundCNWAX — New World Fund Inc vs EAGRX — First Eagle Global FundEAGRX — First Eagle Global Fund vs ITOT — iShares Core S&P Total U.S. Stock Market ETF