ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

CAIBX vs VFIAX: Portfolio Overlap

Capital Income Builder vs Vanguard 500 Index Fund

21.5%
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
VFIAX
504 equity holdings
as of March 31, 2026
98 stocks held in common
Overlap View Venn Diagram
21.5% OVERLAP CAIBX VFIAX
Overlapping Holdings
10 Top 10 of 98 shared, by overlap contribution
# Stock CAIBX VFIAX Overlap%
1
AVGO
 5.65% 2.63% 2.63%
2
MSFT
 1.35% 4.93% 1.35%
3
JPM
 1.46% 1.34% 1.34%
4
XOM
 1.32% 1.27% 1.27%
5
ABBV
 1.87% 0.69% 0.69%
6
JNJ
 0.65% 1.06% 0.65%
7
RTX
 1.61% 0.46% 0.46%
8
PM
 3.25% 0.46% 0.46%
9
WFC
 0.69% 0.44% 0.44%
10
UNH
 0.88% 0.44% 0.44%
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 VFIAX — VANGUARD 500 INDEX FUND
StockWeight
NVDA7.59%
AAPL6.68%
AMZN3.65%
GOOGL3.00%
GOOG2.40%

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

CAIBX (Capital Income Builder) and VFIAX (Vanguard 500 Index Fund) share 21.5% portfolio overlap as of CAIBX's April 30, 2026 filing and VFIAX's March 31, 2026 filing, across 98 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 VFIAX 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 VFIAX?

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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