ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

CNWAX vs CWGCX: Portfolio Overlap

New World Fund Inc vs Capital World Growth & Income Fund

32.7%
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.

CNWAX
408 equity holdings
as of April 30, 2026
CWGCX
330 equity holdings
as of May 31, 2026
141 stocks held in common
Overlap View Venn Diagram
32.7% OVERLAP CNWAX CWGCX
Overlapping Holdings
10 Top 10 of 141 shared, by overlap contribution
# Stock CNWAX CWGCX Overlap%
1
Taiwan Semiconductor Manufacturing Co Ltd
 10.33% 5.93% 5.93%
2
AVGO
 2.21% 4.65% 2.21%
3
NVDA
 1.52% 2.62% 1.52%
4
MSFT
 1.17% 2.35% 1.17%
5
GOOGL
 1.03% 2.28% 1.03%
6
META
 0.93% 1.36% 0.93%
7
AIRBUS SE
 0.87% 0.86% 0.86%
8
MediaTek Inc
 0.82% 0.95% 0.82%
9
ASML Holding NV
 0.78% 1.40% 0.78%
10
GOOG
 0.76% 2.20% 0.76%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in CNWAX — New World Fund Inc
StockWeight
International Container Terminal Services Inc.1.18%
Contemporary Amperex Technology Co Ltd1.05%
PBR0.92%
MTN Group Ltd0.77%
Abu Dhabi Islamic Bank PJSC0.61%
Only in CWGCX — Capital World Growth & Income Fund
StockWeight
AMZN2.30%
Softbank Group Corp.1.45%
Canadian Natural Resources Ltd1.18%
Cameco Corp0.82%
DE0.71%

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

CNWAX (New World Fund Inc) and CWGCX (Capital World Growth & Income Fund) share 32.7% portfolio overlap as of CNWAX's April 30, 2026 filing and CWGCX's May 31, 2026 filing, across 141 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 CNWAX 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 CNWAX and CWGCX?

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

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