ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AWSHX) and March 31, 2026 (CSPAX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AWSHX vs CSPAX: Portfolio Overlap

Washington Mutual Investors Fund vs SMALLCAP World Fund Inc

0.8%
Weighted portfolio overlap
Low Overlap

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

AWSHX
198 equity holdings
as of April 30, 2026
CSPAX
815 equity holdings
as of March 31, 2026
18 stocks held in common
Overlap View Venn Diagram
0.8% OVERLAP AWSHX CSPAX
Overlapping Holdings
10 Top 10 of 18 shared, by overlap contribution
# Stock AWSHX CSPAX Overlap%
1
RGLD
 0.21% 0.40% 0.21%
2
TOL
 0.10% 0.34% 0.10%
3
WSO
 0.35% 0.09% 0.09%
4
DRI
 0.54% 0.08% 0.08%
5
FITB
 0.07% 0.14% 0.07%
6
TXRH
 0.15% 0.06% 0.06%
7
AIT
 0.04% 0.25% 0.04%
8
MTN
 0.15% 0.03% 0.03%
9
FUL
 0.04% 0.03% 0.03%
10
ALGN
 0.02% 0.02% 0.02%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AWSHX — Washington Mutual Investors Fund
StockWeight
AVGO7.79%
MSFT4.82%
PM3.58%
AAPL2.52%
GOOGL2.09%
Only in CSPAX — SMALLCAP World Fund Inc
StockWeight
FIX1.52%
LITE1.32%
DIPLOMA PLC1.06%
TopBuild Corp0.91%
Kokusai Electric Corp0.81%

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

AWSHX (Washington Mutual Investors Fund) and CSPAX (SMALLCAP World Fund Inc) share 0.8% portfolio overlap as of AWSHX's April 30, 2026 filing and CSPAX's March 31, 2026 filing, 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 AWSHX 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 AWSHX and CSPAX?

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

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