ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

CWGCX vs FBGRX: Portfolio Overlap

Capital World Growth & Income Fund vs Fidelity Blue Chip Growth Fund

25.8%
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.

CWGCX
330 equity holdings
as of May 31, 2026
FBGRX
326 equity holdings
as of April 30, 2026
55 stocks held in common
Overlap View Venn Diagram
25.8% OVERLAP CWGCX FBGRX
Overlapping Holdings
10 Top 10 of 55 shared, by overlap contribution
# Stock CWGCX FBGRX Overlap%
1
AVGO
 4.65% 3.90% 3.90%
2
NVDA
 2.62% 15.08% 2.62%
3
MSFT
 2.35% 5.11% 2.35%
4
AMZN
 2.30% 8.30% 2.30%
5
GOOGL
 2.28% 8.93% 2.28%
6
AAPL
 1.97% 9.48% 1.97%
7
LLY
 1.63% 2.18% 1.63%
8
META
 1.36% 3.80% 1.36%
9
MU
 2.66% 0.86% 0.86%
10
TSLA
 0.83% 1.40% 0.83%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in CWGCX — Capital World Growth & Income Fund
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd5.93%
GOOG2.20%
PM1.98%
Softbank Group Corp.1.45%
ASML Holding NV1.40%
Only in FBGRX — Fidelity Blue Chip Growth Fund
StockWeight
Space Exploration Technologies3.28%
TSM1.14%
MPWR1.06%
Celestica Inc.0.86%
GEV0.77%

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

CWGCX (Capital World Growth & Income Fund) and FBGRX (Fidelity Blue Chip Growth Fund) share 25.8% portfolio overlap as of CWGCX's May 31, 2026 filing and FBGRX's April 30, 2026 filing, across 55 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 CWGCX and FBGRX 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 CWGCX and FBGRX?

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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