Fund comparison · from official SEC filings

AGVDX vs ANWPX: how much do they overlap?

American Funds Global Insight Fund and New Perspective Fund
Holdings overlap
51%
of assets, by weight
Shared positions
130
of 191 / 277 holdings
AGVDX expense ratio
1.56%
net, per year
ANWPX expense ratio
0.71%
net, per year
AGVDX and ANWPX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AGVDX
ANWPX
A
AVGOBROADCOM INC
5.00%
2.86%
C
CMQXXCAPITAL GROUP CNTRL CSH-M
3.94%
3.34%
M
METAMETA PLATFORMS INC-CLASS A
1.27%
3.66%
G
GOOGLALPHABET INC-CL A
3.55%
1.33%
M
MSFTMICROSOFT CORP
3.23%
2.61%
N
NVDANVIDIA CORP
2.09%
3.00%
A
AAPLAPPLE INC
2.86%
0.60%
A
ASMLFASML HOLDING NV
2.46%
1.03%
J
JPMJPMORGAN CHASE & CO
2.09%
0.37%
A
AZNASTRAZENECA PLC
1.62%
2.02%
A
AMZNAMAZON.COM INC
1.96%
1.40%
G
GOOGALPHABET INC-CL C
1.89%
1.42%
G
GEGENERAL ELECTRIC
1.76%
0.72%
T
TTETOTALENERGIES SE
1.53%
1.16%
L
LLYELI LILLY & CO
0.40%
1.48%
G
GEVGE VERNOVA INC
1.46%
0.25%
S
SAFRFSAFRAN SA
1.38%
0.45%
R
RYCEFROLLS-ROYCE HOLDINGS PLC
1.28%
0.71%
E
ENGQFENGIE
1.23%
0.61%
R
RCLROYAL CARIBBEAN CRUISES LTD
0.84%
1.21%
S
SHOPSHOPIFY INC - CLASS A
0.17%
1.11%
P
PMPHILIP MORRIS INTERNATIONAL
0.97%
1.05%
D
DBSDFDBS GROUP HOLDINGS LTD
1.05%
0.30%
U
UNCFFUNICREDIT SPA
1.00%
1.04%
V
VRTXVERTEX PHARMACEUTICALS INC
0.35%
0.98%
Only in AGVDX
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
3.78%
H
HXSCLSK HYNIX INC-GDS REG S
1.81%
R
RWNFFRWE AG
1.19%
S
SCBFFSTANDARD CHARTERED PLC
0.58%
C
CNPCENTERPOINT ENERGY INC
0.58%
M
MSBHFMITSUBISHI CORP
0.58%
C
CEGCONSTELLATION ENERGY
0.58%
D
DBOEFDEUTSCHE BOERSE AG
0.52%
A
ATOATMOS ENERGY CORP
0.49%
A
AMATAPPLIED MATERIALS INC
0.48%
E
EXMOCEXXON MOBIL CORP
0.47%
S
SVKEFSKANDINAVISKA ENSKILDA BAN-A
0.41%
T
TKOMFTOKIO MARINE HOLDINGS INC
0.40%
J
JPSTFJAPAN POST BANK CO LTD
0.38%
B
BBARRICK MINING CORP
0.37%
A
ARMKARAMARK
0.36%
D
DISPFDISCO CORP
0.35%
S
SSEZFSSE PLC
0.35%
A
ACGLARCH CAPITAL GROUP LTD
0.31%
H
HLMAFHALMA PLC
0.31%
H
HOCPFHOYA CORP
0.31%
P
PAYXPAYCHEX INC
0.30%
A
AMEAMETEK INC
0.29%
L
LIILENNOX INTERNATIONAL INC
0.25%
R
RNMBFRHEINMETALL AG
0.25%
Only in ANWPX
T
TSMWFTAIWAN SEMICONDUCTOR MANUFAC
4.12%
T
TSLATESLA INC
2.57%
S
SSNLFSAMSUNG ELECTRONICS CO LTD
0.81%
N
NETCLOUDFLARE INC - CLASS A
0.72%
I
ISRGINTUITIVE SURGICAL INC
0.70%
A
ASMLASML HOLDING NV-NY REG SHS
0.65%
S
SBUXSTARBUCKS CORP
0.63%
D
DEDEERE & CO
0.58%
Q
QSRRESTAURANT BRANDS INTERN
0.56%
C
CCITIGROUP INC
0.54%
0
000660SK HYNIX INC
0.53%
C
CVECENOVUS ENERGY INC
0.52%
T
TMOTHERMO FISHER SCIENTIFIC INC
0.52%
P
PROSFPROSUS NV
0.49%
F
FTAIFTAI AVIATION LTD
0.47%
B
BHARTIBHARTI AIRTEL LTD
0.47%
S
SCGLFSOCIETE GENERALE SA
0.42%
T
TCOMTRIP.COM GROUP LTD-ADR
0.41%
H
HESAFHERMES INTERNATIONAL
0.36%
M
MARUFMARUBENI CORP
0.34%
M
MTNOFMTN GROUP LTD
0.32%
A
AEMAGNICO EAGLE MINES LTD
0.31%
B
BGBUNGE GLOBAL SA
0.31%
C
CARRCARRIER GLOBAL CORP
0.29%
F
FQVLFFIRST QUANTUM MINERALS LTD
0.28%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.