ETF and Mutual Fund Analysis

Holdings as of April 30, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AWSHX vs CAIBX Holdings as of April 30, 2026

AWSHX vs CAIBX: Portfolio Overlap

Washington Mutual Investors Fund vs Capital Income Builder

36.8%
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.

AWSHX
198 equity holdings
as of April 30, 2026
CAIBX
298 equity holdings
as of April 30, 2026
91 stocks held in common
Overlap View Venn Diagram
36.8% OVERLAP AWSHX CAIBX
Overlapping Holdings
10 Top 10 of 91 shared, by overlap contribution
# Stock AWSHX CAIBX Overlap%
1
AVGO
 7.79% 5.65% 5.65%
2
PM
 3.58% 3.25% 3.25%
3
JPM
 1.50% 1.46% 1.46%
4
RTX
 1.42% 1.61% 1.42%
5
MSFT
 4.82% 1.35% 1.35%
6
XOM
 1.01% 1.32% 1.01%
7
ABBV
 0.99% 1.87% 0.99%
8
SBUX
 0.95% 0.89% 0.89%
9
UNH
 1.59% 0.88% 0.88%
10
AMGN
 1.21% 0.83% 0.83%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AWSHX — Washington Mutual Investors Fund
StockWeight
AAPL2.52%
GOOGL2.09%
NVDA1.70%
LLY1.69%
GOOG1.61%
Only in CAIBX — Capital Income Builder
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd4.42%
CAPITAL GROUP CENTRAL CORPORATE BOND FUND2.64%
British American Tobacco PLC2.15%
SINGAPORE TELECOMMUNICATIONS LTD1.03%
Marubeni Corp.0.88%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between AWSHX and CAIBX?

AWSHX (Washington Mutual Investors Fund) and CAIBX (Capital Income Builder) share 36.8% portfolio overlap as of their April 30, 2026 filings, across 91 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 AWSHX and CAIBX 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 AWSHX and CAIBX?

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

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