ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (CSPAX) and May 31, 2026 (CWGCX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > CSPAX vs CWGCX Holdings as of March 31, 2026 (CSPAX) and May 31, 2026 (CWGCX)

CSPAX vs CWGCX: Portfolio Overlap

SMALLCAP World Fund Inc vs Capital World Growth & Income Fund

1.5%
Weighted portfolio overlap
Low Overlap

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

CSPAX
815 equity holdings
as of March 31, 2026
CWGCX
330 equity holdings
as of May 31, 2026
28 stocks held in common
Overlap View Venn Diagram
1.5% OVERLAP CSPAX CWGCX
Overlapping Holdings
10 Top 10 of 28 shared, by overlap contribution
# Stock CSPAX CWGCX Overlap%
1
ALGM
 0.23% 0.18% 0.18%
2
Moncler S.p.A.
 0.14% 0.16% 0.14%
3
FIX
 1.52% 0.13% 0.13%
4
WEIR GROUP PLC(THE)
 0.19% 0.13% 0.13%
5
IG GROUP HOLDINGS PLC
 0.22% 0.13% 0.13%
6
LUNDIN MINING CORP
 0.65% 0.13% 0.13%
7
MOH
 0.25% 0.09% 0.09%
8
CNM
 0.23% 0.07% 0.07%
9
EPAM
 0.05% 0.05% 0.05%
10
DIPLOMA PLC
 1.06% 0.05% 0.05%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in CSPAX — SMALLCAP World Fund Inc
StockWeight
LITE1.32%
TopBuild Corp0.91%
Kokusai Electric Corp0.81%
MKSI0.75%
Bombardier Inc0.72%
Only in CWGCX — Capital World Growth & Income Fund
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd5.93%
AVGO4.65%
MU2.66%
NVDA2.62%
MSFT2.35%

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

CSPAX (SMALLCAP World Fund Inc) and CWGCX (Capital World Growth & Income Fund) share 1.5% portfolio overlap as of CSPAX's March 31, 2026 filing and CWGCX's May 31, 2026 filing, across 28 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 CSPAX and CWGCX 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 CSPAX and CWGCX?

The most prominent shared holdings (by combined weight) are: ALGM, Moncler S.p.A., FIX. See the full common-holdings table on this page for weights in each fund.

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