ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

CAIBX vs VWELX: Portfolio Overlap

Capital Income Builder vs Vanguard Wellington Fund

14.9%
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
VWELX
82 equity holdings
as of May 31, 2026
26 stocks held in common
Overlap View Venn Diagram
14.9% OVERLAP CAIBX VWELX
Overlapping Holdings
10 Top 10 of 26 shared, by overlap contribution
# Stock CAIBX VWELX Overlap%
1
AVGO
 5.65% 4.16% 4.16%
2
MSFT
 1.35% 5.77% 1.35%
3
British American Tobacco PLC
 2.15% 1.14% 1.14%
4
D
 0.74% 0.99% 0.74%
5
WELL
 0.73% 0.96% 0.73%
6
UNH
 0.88% 0.73% 0.73%
7
WFC
 0.69% 0.87% 0.69%
8
BLK
 0.56% 2.11% 0.56%
9
PM
 3.25% 0.51% 0.51%
10
XOM
 1.32% 0.49% 0.49%
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%
ABBV1.87%
Canadian Natural Resources Ltd1.63%
RTX1.61%
Only in VWELX — VANGUARD WELLINGTON FUND
StockWeight
NVDA7.89%
GOOGL7.36%
AAPL6.29%
AMZN5.30%
META2.59%

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

CAIBX (Capital Income Builder) and VWELX (Vanguard Wellington Fund) share 14.9% portfolio overlap as of CAIBX's April 30, 2026 filing and VWELX's May 31, 2026 filing, across 26 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 VWELX 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 VWELX?

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

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