ETF and Mutual Fund Analysis

Holdings as of March 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > CSPAX vs FCNTX Holdings as of March 31, 2026

CSPAX vs FCNTX: Portfolio Overlap

SMALLCAP World Fund Inc vs Fidelity Contrafund

1.8%
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
FCNTX
389 equity holdings
as of March 31, 2026
52 stocks held in common
Overlap View Venn Diagram
1.8% OVERLAP CSPAX FCNTX
Overlapping Holdings
10 Top 10 of 52 shared, by overlap contribution
# Stock CSPAX FCNTX Overlap%
1
TopBuild Corp
 0.91% 0.13% 0.13%
2
ZIPLINE INTERNATIONAL INC
 0.24% 0.13% 0.13%
3
FND
 0.28% 0.11% 0.11%
4
DOLLARAMA INC
 0.56% 0.10% 0.10%
5
Lundin Gold Inc
 0.10% 0.10% 0.10%
6
INSM
 0.18% 0.09% 0.09%
7
NTRA
 0.10% 0.08% 0.08%
8
Celestica Inc.
 0.21% 0.08% 0.08%
9
KRMN
 0.11% 0.07% 0.07%
10
TECH
 0.19% 0.06% 0.06%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in CSPAX — SMALLCAP World Fund Inc
StockWeight
DIPLOMA PLC1.06%
Kokusai Electric Corp0.81%
MKSI0.75%
Bombardier Inc0.72%
MOD0.61%
Only in FCNTX — Fidelity Contrafund
StockWeight
META10.35%
NVDA9.48%
AMZN5.76%
Space Exploration Technologies5.13%
Berkshire Hathaway Inc4.15%

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

CSPAX (SMALLCAP World Fund Inc) and FCNTX (Fidelity Contrafund) share 1.8% portfolio overlap as of their March 31, 2026 filings, across 52 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 FCNTX 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 FCNTX?

The most prominent shared holdings (by combined weight) are: TopBuild Corp, ZIPLINE INTERNATIONAL INC, FND. See the full common-holdings table on this page for weights in each fund.

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