Fund comparison · from official SEC filings
BLPAX vs FBFWX: how much do they overlap?
American Funds Moderate Growth and Income Portfolio and American Funds Retirement Income Portfolio - Moderate
vs
BLPAX and FBFWX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
BLPAX
FBFWX
R
RLBGXAMERICAN BALANCED FUND-R6
21.02%
15.35%
R
RIDGXAMER FNDS INC OF AMER-R6
10.03%
19.94%
R
RGBGXAMER FNDS GLBL BLNCD-R6
14.98%
5.00%
R
RWIGXAF CAP WLRD GR & INC-R6
10.04%
7.27%
R
RMDUXAMER FND MULTI-SEC INC-R6
4.96%
8.82%
R
RBFGXTHE BND FND OF AMERICA-R6
4.96%
7.82%
R
RANGXAMERICAN FNDS STRA BND-R6
4.95%
5.84%
Only in BLPAX
R
RWMGXAMER FND WASH MUT INV-R6
12.04%
R
RLLGXAMER FND SMALLCAP WRLD-R6
5.04%
R
RNPGXAMER FNDS NEW PERSPECT-R6
4.98%
R
RGAGXAMER FND GRW FD OF AM-R6
3.02%
R
RNWGXAMER FNDS NEW WORLD-R6
2.00%
R
REGGXAMER FNDS EM MKT BND-R6
1.99%
Only in FBFWX
R
RIRGXAMER FNDS CAP INC BLDR-R6
18.09%
R
RGVGXAMER FNDS US GOVT SECS-R6
6.83%
R
RMFGXAMER FNDS MUTUAL FND-R6
5.04%
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Unwrap your portfolio →Other comparisons you might like
FBFWX vs FCFWXAmerican Funds Retirement Income Portfolio - Enhanced
82% overlap
FBFWX vs FAFWXAmerican Funds Retirement Income Portfolio - Conservative
77% overlap
FBFWX vs AACTXAmerican Funds 2020 Target Date Retirement Income Fund
59% overlap
FBFWX vs AADTXAmerican Funds 2025 Target Date Retirement Income Fund
57% overlap
FBFWX vs AABTXAmerican Funds 2015 Target Date Retirement Income Fund
56% overlap
FBFWX vs AAATXAmerican Funds 2010 Target Date Retirement Income Fund
55% overlap
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.
Informational and educational only — not investment advice.