ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (CAIBX) and May 31, 2026 (CWGCX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > CAIBX vs CWGCX Holdings as of April 30, 2026 (CAIBX) and May 31, 2026 (CWGCX)

CAIBX vs CWGCX: Portfolio Overlap

Capital Income Builder vs Capital World Growth & Income Fund

40.0%
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.

CAIBX
298 equity holdings
as of April 30, 2026
CWGCX
330 equity holdings
as of May 31, 2026
146 stocks held in common
Overlap View Venn Diagram
40.0% OVERLAP CAIBX CWGCX
Overlapping Holdings
10 Top 10 of 146 shared, by overlap contribution
# Stock CAIBX CWGCX Overlap%
1
AVGO
 5.65% 4.65% 4.65%
2
Taiwan Semiconductor Manufacturing Co Ltd
 4.42% 5.93% 4.42%
3
PM
 3.25% 1.98% 1.98%
4
MSFT
 1.35% 2.35% 1.35%
5
Canadian Natural Resources Ltd
 1.63% 1.18% 1.18%
6
BAE Systems PLC
 0.81% 1.06% 0.81%
7
British American Tobacco PLC
 2.15% 0.67% 0.67%
8
Engie SA
 0.63% 0.89% 0.63%
9
UNP
 0.60% 0.68% 0.60%
10
RTX
 1.61% 0.58% 0.58%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in CAIBX — Capital Income Builder
StockWeight
CAPITAL GROUP CENTRAL CORPORATE BOND FUND2.64%
MS0.99%
WELL0.73%
TotalEnergies SE0.71%
PNC0.65%
Only in CWGCX — Capital World Growth & Income Fund
StockWeight
MU2.66%
NVDA2.62%
AMZN2.30%
GOOGL2.28%
GOOG2.20%

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

CAIBX (Capital Income Builder) and CWGCX (Capital World Growth & Income Fund) share 40.0% portfolio overlap as of CAIBX's April 30, 2026 filing and CWGCX's May 31, 2026 filing, across 146 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 CAIBX 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 CAIBX and CWGCX?

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

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