ETF and Mutual Fund Analysis

Holdings as of May 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > CWGCX vs FDGRX Holdings as of May 31, 2026

CWGCX vs FDGRX: Portfolio Overlap

Capital World Growth & Income Fund vs Fidelity Growth Company Fund

26.3%
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
FDGRX
507 equity holdings
as of May 31, 2026
80 stocks held in common
Overlap View Venn Diagram
26.3% OVERLAP CWGCX FDGRX
Overlapping Holdings
10 Top 10 of 80 shared, by overlap contribution
# Stock CWGCX FDGRX Overlap%
1
NVDA
 2.62% 15.80% 2.62%
2
MSFT
 2.35% 5.95% 2.35%
3
AMZN
 2.30% 5.31% 2.30%
4
AVGO
 4.65% 2.29% 2.29%
5
GOOGL
 2.28% 4.44% 2.28%
6
GOOG
 2.20% 3.13% 2.20%
7
AAPL
 1.97% 7.58% 1.97%
8
LLY
 1.63% 2.25% 1.63%
9
META
 1.36% 2.83% 1.36%
10
TSLA
 0.83% 1.69% 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%
Softbank Group Corp.1.45%
ASML Holding NV1.40%
Vale SA1.25%
Canadian Natural Resources Ltd1.18%
Only in FDGRX — Fidelity Growth Company Fund
StockWeight
SNDK3.90%
Space Exploration Technologies2.39%
P1.38%
ALAB0.79%
NTNX0.72%

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

CWGCX (Capital World Growth & Income Fund) and FDGRX (Fidelity Growth Company Fund) share 26.3% portfolio overlap as of their May 31, 2026 filings, across 80 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 FDGRX 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 FDGRX?

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

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