ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (CAIBX) and March 31, 2026 (DODGX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

CAIBX vs DODGX: Portfolio Overlap

Capital Income Builder vs Dodge & Cox Stock Fund

11.1%
Weighted portfolio overlap
Low Overlap

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

CAIBX
298 equity holdings
as of April 30, 2026
DODGX
86 equity holdings
as of March 31, 2026
18 stocks held in common
Overlap View Venn Diagram
11.1% OVERLAP CAIBX DODGX
Overlapping Holdings
10 Top 10 of 18 shared, by overlap contribution
# Stock CAIBX DODGX Overlap%
1
Taiwan Semiconductor Manufacturing Co Ltd
 4.42% 2.52% 2.52%
2
RTX
 1.61% 4.10% 1.61%
3
MSFT
 1.35% 2.50% 1.35%
4
UNH
 0.88% 1.55% 0.88%
5
APD
 0.87% 1.57% 0.87%
6
GILD
 0.85% 2.22% 0.85%
7
D
 0.74% 0.75% 0.74%
8
WFC
 0.69% 1.57% 0.69%
9
COP
 0.44% 0.82% 0.44%
10
CVS
 0.31% 2.14% 0.31%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in CAIBX — Capital Income Builder
StockWeight
AVGO5.65%
PM3.25%
CAPITAL GROUP CENTRAL CORPORATE BOND FUND2.64%
British American Tobacco PLC2.15%
ABBV1.87%
Only in DODGX — Dodge & Cox Stock Fund
StockWeight
SCHW4.25%
JCI3.25%
OXY2.90%
MET2.34%
GOOGL2.11%

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

CAIBX (Capital Income Builder) and DODGX (Dodge & Cox Stock Fund) share 11.1% portfolio overlap as of CAIBX's April 30, 2026 filing and DODGX'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 CAIBX 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 CAIBX and DODGX?

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

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