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Fund comparison · from official SEC filings

ANWPX vs CWGIX: how much do they overlap?

New Perspective Fund and Capital World Growth & Income Fund

Fund A

vs

Fund B

Holdings overlap

48%

of assets, by weight

Shared positions

140

of 277 / 338 holdings

ANWPX expense ratio

0.71%

net, per year

CWGIX expense ratio

0.73%

net, per year

Shared holdings

Company

ANWPX

CWGIX

T

TSMWFTAIWAN SEMICONDUCTOR MANUFAC

4.12%

5.76%

A

AVGOBROADCOM INC

2.86%

4.52%

M

METAMETA PLATFORMS INC-CLASS A

3.66%

1.32%

C

CMQXXCAPITAL GROUP CNTRL CSH-M

3.34%

2.56%

N

NVDANVIDIA CORP

3.00%

2.54%

M

MSFTMICROSOFT CORP

2.61%

2.29%

M

MUMICRON TECHNOLOGY INC

0.60%

2.58%

T

TSLATESLA INC

2.57%

0.81%

A

AMZNAMAZON.COM INC

1.40%

2.24%

G

GOOGLALPHABET INC-CL A

1.33%

2.22%

G

GOOGALPHABET INC-CL C

1.42%

2.14%

A

AZNASTRAZENECA PLC

2.02%

0.27%

P

PMPHILIP MORRIS INTERNATIONAL

1.05%

1.93%

A

AAPLAPPLE INC

0.60%

1.92%

L

LLYELI LILLY & CO

1.48%

1.59%

A

ASMLFASML HOLDING NV

1.03%

1.36%

R

RCLROYAL CARIBBEAN CRUISES LTD

1.21%

0.36%

C

CNQCANADIAN NATURAL RESOURCES

0.20%

1.15%

I

INTCINTEL CORP

0.07%

1.07%

U

UNCFFUNICREDIT SPA

1.04%

0.50%

B

BAESFBAE SYSTEMS PLC

0.78%

1.03%

F

FCXFREEPORT-MCMORAN INC

0.07%

1.00%

V

VRTXVERTEX PHARMACEUTICALS INC

0.98%

0.66%

E

ENGQFENGIE

0.61%

0.86%

E

EADSFAIRBUS SE

0.78%

0.84%

Only in ANWPX

T

TTETOTALENERGIES SE

1.16%

S

SHOPSHOPIFY INC - CLASS A

1.11%

N

NOCNORTHROP GRUMMAN CORP

0.93%

D

DSDVFDSV A/S

0.87%

C

COSTCOSTCO WHOLESALE CORP

0.81%

I

ISRGINTUITIVE SURGICAL INC

0.70%

S

SBGSFSCHNEIDER ELECTRIC SE

0.65%

A

ASMLASML HOLDING NV-NY REG SHS

0.65%

R

RPRXROYALTY PHARMA PLC- CL A

0.62%

Q

QSRRESTAURANT BRANDS INTERN

0.56%

O

ONCBEONE MEDICINES LTD-ADR

0.52%

K

KLACKLA CORP

0.50%

P

PROSFPROSUS NV

0.49%

N

NTDOFNINTENDO CO LTD

0.48%

F

FTAIFTAI AVIATION LTD

0.47%

W

WELLWELLTOWER INC

0.46%

D

DBDEUTSCHE BANK AG-REGISTERED

0.46%

S

SAPGFSAP SE

0.44%

I

IHICFIHI CORP

0.42%

S

SCGLFSOCIETE GENERALE SA

0.42%

A

ABLZFABB LTD-REG

0.38%

H

HESAFHERMES INTERNATIONAL

0.36%

S

SHWSHERWIN-WILLIAMS CO/THE

0.36%

B

BDRBFBOMBARDIER INC-B

0.35%

M

MTDMETTLER-TOLEDO INTERNATIONAL

0.33%

Only in CWGIX

S

SFTBFSOFTBANK GROUP CORP

1.41%

V

VALE3VALE SA

1.21%

2

2454MEDIATEK INC

0.92%

C

CCJCAMECO CORP

0.79%

A

AMATAPPLIED MATERIALS INC

0.73%

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%

O

ORCL 6.5 01.15.29 DORACLE CORP

0.45%

U

UNHUNITEDHEALTH GROUP INC

0.42%

C

CVNACARVANA CO

0.42%

J

JNJJOHNSON & JOHNSON

0.41%

I

IMBBFIMPERIAL BRANDS PLC

0.41%

B

BPERFBANCA POPOL EMILIA ROMAGNA

0.40%

A

AAUKFANGLO AMERICAN PLC

0.39%

S

STXSEAGATE TECHNOLOGY HOLDINGS

0.39%

A

AIVAFAVIVA PLC

0.37%

W

WDCWESTERN DIGITAL CORP

0.37%

X

XELXCEL ENERGY INC

0.37%

U

URIUNITED RENTALS INC

0.35%

A

APDAIR PRODUCTS & CHEMICALS INC

0.33%

D

DDOMINION ENERGY INC

0.33%

G

GILDGILEAD SCIENCES INC

0.33%

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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.