ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

CAIBX vs FXAIX: Portfolio Overlap

Capital Income Builder vs Fidelity 500 Index Fund

21.6%
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
FXAIX
503 equity holdings
as of May 31, 2026
107 stocks held in common
Overlap View Venn Diagram
21.6% OVERLAP CAIBX FXAIX
Overlapping Holdings
10 Top 10 of 107 shared, by overlap contribution
# Stock CAIBX FXAIX Overlap%
1
AVGO
 5.65% 3.26% 3.26%
2
MSFT
 1.35% 5.15% 1.35%
3
JPM
 1.46% 1.24% 1.24%
4
XOM
 1.32% 0.93% 0.93%
5
JNJ
 0.65% 0.84% 0.65%
6
ABBV
 1.87% 0.59% 0.59%
7
UNH
 0.88% 0.53% 0.53%
8
HD
 0.44% 0.49% 0.44%
9
PM
 3.25% 0.43% 0.43%
10
MS
 0.99% 0.39% 0.39%
Most Divergent Holdings Stocks held by one fund but absent from the other
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%
Canadian Natural Resources Ltd1.63%
AstraZeneca PLC1.46%
Only in FXAIX — Fidelity 500 Index Fund
StockWeight
NVDA7.90%
AAPL7.05%
AMZN4.07%
GOOGL3.41%
GOOG2.71%

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

CAIBX (Capital Income Builder) and FXAIX (Fidelity 500 Index Fund) share 21.6% portfolio overlap as of CAIBX's April 30, 2026 filing and FXAIX's May 31, 2026 filing, across 107 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 FXAIX 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 FXAIX?

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

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