ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

CNWAX vs VWENX: Portfolio Overlap

New World Fund Inc vs Vanguard Wellington Fund

10.5%
Weighted portfolio overlap
Low Overlap

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

CNWAX
408 equity holdings
as of April 30, 2026
VWENX
82 equity holdings
as of May 31, 2026
24 stocks held in common
Overlap View Venn Diagram
10.5% OVERLAP CNWAX VWENX
Overlapping Holdings
10 Top 10 of 24 shared, by overlap contribution
# Stock CNWAX VWENX Overlap%
1
AVGO
 2.21% 4.16% 2.21%
2
NVDA
 1.52% 7.89% 1.52%
3
MSFT
 1.17% 5.77% 1.17%
4
GOOGL
 1.03% 7.36% 1.03%
5
META
 0.93% 2.59% 0.93%
6
TSM
 0.46% 0.83% 0.46%
7
GE
 0.44% 1.12% 0.44%
8
GLW
 0.37% 0.83% 0.37%
9
AstraZeneca PLC
 0.33% 0.43% 0.33%
10
MA
 0.33% 1.52% 0.33%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in CNWAX — New World Fund Inc
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd10.33%
SK hynix Inc4.85%
Tencent Holdings Ltd2.32%
Samsung Electronics Co Ltd1.94%
MELI1.48%
Only in VWENX — VANGUARD WELLINGTON FUND
StockWeight
AMZN5.30%
BLK2.11%
AMD1.77%
MRK1.45%
UBS Group AG1.39%

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

CNWAX (New World Fund Inc) and VWENX (Vanguard Wellington Fund) share 10.5% portfolio overlap as of CNWAX's April 30, 2026 filing and VWENX's May 31, 2026 filing, across 24 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 VWENX 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 CNWAX and VWENX?

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

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