ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

CWGCX vs JLGMX: Portfolio Overlap

Capital World Growth & Income Fund vs JPMorgan Large Cap Growth Fund

26.4%
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
JLGMX
82 equity holdings
as of March 31, 2026
40 stocks held in common
Overlap View Venn Diagram
26.4% OVERLAP CWGCX JLGMX
Overlapping Holdings
10 Top 10 of 40 shared, by overlap contribution
# Stock CWGCX JLGMX Overlap%
1
AVGO
 4.65% 2.96% 2.96%
2
NVDA
 2.62% 10.29% 2.62%
3
MSFT
 2.35% 4.68% 2.35%
4
GOOG
 2.20% 8.37% 2.20%
5
AMZN
 2.30% 2.05% 2.05%
6
AAPL
 1.97% 9.15% 1.97%
7
PM
 1.98% 1.69% 1.69%
8
LLY
 1.63% 2.19% 1.63%
9
META
 1.36% 3.14% 1.36%
10
TSLA
 0.83% 3.52% 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%
MU2.66%
GOOGL2.28%
Softbank Group Corp.1.45%
ASML Holding NV1.40%
Only in JLGMX — JPMorgan Large Cap Growth Fund
StockWeight
GEV2.34%
GS2.04%
INSM1.70%
MMM1.40%
TSM1.40%

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

CWGCX (Capital World Growth & Income Fund) and JLGMX (JPMorgan Large Cap Growth Fund) share 26.4% portfolio overlap as of CWGCX's May 31, 2026 filing and JLGMX's March 31, 2026 filing, across 40 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 JLGMX 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 JLGMX?

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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