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Fund comparison · from official SEC filings

AGVDX vs CWGIX: how much do they overlap?

American Funds Global Insight Fund and Capital World Growth & Income Fund

Fund A

vs

Fund B

Holdings overlap

42%

of assets, by weight

Shared positions

100

of 191 / 338 holdings

AGVDX expense ratio

1.56%

net, per year

CWGIX expense ratio

0.73%

net, per year

Shared holdings

Company

AGVDX

CWGIX

A

AVGOBROADCOM INC

5.00%

4.52%

C

CMQXXCAPITAL GROUP CNTRL CSH-M

3.94%

2.56%

G

GOOGLALPHABET INC-CL A

3.55%

2.22%

M

MSFTMICROSOFT CORP

3.23%

2.29%

A

AAPLAPPLE INC

2.86%

1.92%

M

MUMICRON TECHNOLOGY INC

0.59%

2.58%

N

NVDANVIDIA CORP

2.09%

2.54%

A

ASMLFASML HOLDING NV

2.46%

1.36%

A

AMZNAMAZON.COM INC

1.96%

2.24%

G

GOOGALPHABET INC-CL C

1.89%

2.14%

J

JPMJPMORGAN CHASE & CO

2.09%

0.38%

P

PMPHILIP MORRIS INTERNATIONAL

0.97%

1.93%

G

GEGENERAL ELECTRIC

1.76%

0.62%

A

AZNASTRAZENECA PLC

1.62%

0.27%

L

LLYELI LILLY & CO

0.40%

1.59%

S

SAFRFSAFRAN SA

1.38%

0.29%

M

METAMETA PLATFORMS INC-CLASS A

1.27%

1.32%

R

RYCEFROLLS-ROYCE HOLDINGS PLC

1.28%

0.39%

E

ENGQFENGIE

1.23%

0.86%

I

INTCINTEL CORP

0.17%

1.07%

D

DBSDFDBS GROUP HOLDINGS LTD

1.05%

0.14%

B

BAESFBAE SYSTEMS PLC

0.52%

1.03%

U

UNCFFUNICREDIT SPA

1.00%

0.50%

F

FCXFREEPORT-MCMORAN INC

0.08%

1.00%

M

MAMASTERCARD INC - A

0.92%

0.17%

Only in AGVDX

T

TSMTAIWAN SEMICONDUCTOR-SP ADR

3.78%

H

HXSCLSK HYNIX INC-GDS REG S

1.81%

T

TTETOTALENERGIES SE

1.53%

G

GEVGE VERNOVA INC

1.46%

R

RWNFFRWE AG

1.19%

W

WELLWELLTOWER INC

0.97%

S

SAPGFSAP SE

0.94%

K

KLACKLA CORP

0.85%

D

DSDVFDSV A/S

0.80%

T

TTDKFTDK CORP

0.67%

C

CATCATERPILLAR INC

0.61%

E

EUXTFEURONEXT NV

0.59%

S

SCBFFSTANDARD CHARTERED PLC

0.58%

C

CNPCENTERPOINT ENERGY INC

0.58%

M

MSBHFMITSUBISHI CORP

0.58%

N

NOCNORTHROP GRUMMAN CORP

0.55%

O

ONCBEONE MEDICINES LTD-ADR

0.54%

D

DBOEFDEUTSCHE BOERSE AG

0.52%

K

KYCCFKEYENCE CORP

0.52%

H

HKXCFHONG KONG EXCHANGES & CLEAR

0.50%

A

ATOATMOS ENERGY CORP

0.49%

B

BDRBFBOMBARDIER INC-B

0.46%

V

VEOEFVEOLIA ENVIRONNEMENT

0.45%

S

SVKEFSKANDINAVISKA ENSKILDA BAN-A

0.41%

C

CHGCFCHUGAI PHARMACEUTICAL CO LTD

0.38%

Only in CWGIX

T

TSMWFTAIWAN SEMICONDUCTOR MANUFAC

5.76%

S

SFTBFSOFTBANK GROUP CORP

1.41%

V

VALE3VALE SA

1.21%

C

CNQCANADIAN NATURAL RESOURCES

1.15%

2

2454MEDIATEK INC

0.92%

T

TSLATESLA INC

0.81%

0

000660SK HYNIX INC

0.71%

D

DEDEERE & CO

0.69%

R

RYDAFSHELL PLC

0.67%

E

EOGEOG RESOURCES INC

0.66%

U

UNPUNION PACIFIC CORP

0.66%

O

ORCLORACLE CORP

0.56%

V

VOLVFVOLVO AB-B SHS

0.54%

L

LNVGFLENOVO GROUP LTD

0.48%

F

FQVLFFIRST QUANTUM MINERALS LTD

0.48%

C

CFRHFCIE FINANCIERE RICHEMO-A REG

0.47%

O

ORCL 6.5 01.15.29 DORACLE CORP

0.45%

C

CCITIGROUP INC

0.43%

C

CARRCARRIER GLOBAL CORP

0.41%

J

JNJJOHNSON & JOHNSON

0.41%

I

IMBBFIMPERIAL BRANDS PLC

0.41%

B

BPERFBANCA POPOL EMILIA ROMAGNA

0.40%

F

FINMFLEONARDO SPA

0.40%

A

AAUKFANGLO AMERICAN PLC

0.39%

S

STXSEAGATE TECHNOLOGY HOLDINGS

0.39%

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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.