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 FXAIX Holdings as of May 31, 2026

CWGCX vs FXAIX: Portfolio Overlap

Capital World Growth & Income Fund vs Fidelity 500 Index Fund

37.8%
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
FXAIX
503 equity holdings
as of May 31, 2026
118 stocks held in common
Overlap View Venn Diagram
37.8% OVERLAP CWGCX FXAIX
Overlapping Holdings
10 Top 10 of 118 shared, by overlap contribution
# Stock CWGCX FXAIX Overlap%
1
AVGO
 4.65% 3.26% 3.26%
2
NVDA
 2.62% 7.90% 2.62%
3
MSFT
 2.35% 5.15% 2.35%
4
AMZN
 2.30% 4.07% 2.30%
5
GOOGL
 2.28% 3.41% 2.28%
6
GOOG
 2.20% 2.71% 2.20%
7
AAPL
 1.97% 7.05% 1.97%
8
MU
 2.66% 1.68% 1.68%
9
META
 1.36% 2.13% 1.36%
10
LLY
 1.63% 1.35% 1.35%
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 FXAIX — Fidelity 500 Index Fund
StockWeight
BRK.B1.34%
AMD1.30%
COST0.65%
CAT0.63%
LRCX0.61%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →
Frequently Asked Questions (FAQs)
What is the portfolio overlap between CWGCX and FXAIX?

CWGCX (Capital World Growth & Income Fund) and FXAIX (Fidelity 500 Index Fund) share 37.8% portfolio overlap as of their May 31, 2026 filings, across 118 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 FXAIX 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 FXAIX?

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.

Related Comparisons
CWGCX — Capital World Growth & Income Fund vs FBGRX — Fidelity Blue Chip Growth FundCWGCX — Capital World Growth & Income Fund vs FDGRX — Fidelity Growth Company FundFIWGX — Strategic Advisers Fidelity Core Income Fund vs FXAIX — Fidelity 500 Index FundCWGCX — Capital World Growth & Income Fund vs SPY — SPDR® S&P 500® ETF TrustFXAIX — Fidelity 500 Index Fund vs JLGMX — JPMorgan Large Cap Growth FundABALX — American Balanced Fund vs CWGCX — Capital World Growth & Income Fund