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Fund comparison · from official SEC filings

CAIBX vs RIDGX: how much do they overlap?

Capital Income Builder and Income Fund of America

Fund A

vs

Fund B

Holdings overlap

38%

of assets, by weight

Shared positions

1,332

of 2,684 / 3,198 holdings

CAIBX expense ratio

0.58%

net, per year

RIDGX expense ratio

0.26%

net, per year

Shared holdings

Company

CAIBX

RIDGX

C

CMQXXCAPITAL GROUP CNTRL CSH-M

5.08%

6.66%

A

AVGOBROADCOM INC

4.45%

1.52%

T

TSMWFTAIWAN SEMICONDUCTOR MANUFAC

3.48%

1.39%

P

PMPHILIP MORRIS INTERNATIONAL

2.56%

2.08%

A

AMGNAMGEN INC

0.65%

1.79%

E

EOGEOG RESOURCES INC

0.36%

1.71%

U

UNHUNITEDHEALTH GROUP INC

0.69%

1.58%

S

SOSOUTHERN CO/THE

0.08%

1.54%

A

ABBVABBVIE INC

1.48%

0.74%

G

GILDGILEAD SCIENCES INC

0.67%

1.38%

S

SBUXSTARBUCKS CORP

0.70%

1.36%

C

CVSCVS HEALTH CORP

0.25%

1.34%

T

TTETOTALENERGIES SE

0.56%

1.31%

C

CNQCANADIAN NATURAL RESOURCES

1.28%

1.24%

R

RTXRTX CORP

1.27%

0.07%

E

EXCEXELON CORP

0.19%

1.22%

J

JPMJPMORGAN CHASE & CO

1.15%

0.78%

A

AZNASTRAZENECA PLC

1.15%

0.59%

B

BAESFBAE SYSTEMS PLC

0.63%

1.13%

M

MSFTMICROSOFT CORP

1.06%

0.52%

E

EXMOCEXXON MOBIL CORP

1.04%

0.09%

V

VALE3VALE SA

0.21%

0.94%

T

T 3.875 03.31.31US TREASURY N/B

0.14%

0.90%

C

CMCSACOMCAST CORP-CLASS A

0.21%

0.88%

T

TAT&T INC

0.36%

0.87%

Only in CAIBX

C

CCBFXCAP GR CNTRL CORP BND-M

2.08%

B

BTAFFBRITISH AMERICAN TOBACCO PLC

1.70%

M

MDLZMONDELEZ INTERNATIONAL INC-A

0.85%

M

MARUFMARUBENI CORP

0.69%

T

T 4.375 07.31.26US TREASURY N/B

0.69%

A

APDAIR PRODUCTS & CHEMICALS INC

0.69%

S

STXSEAGATE TECHNOLOGY HOLDINGS

0.62%

A

ABTABBOTT LABORATORIES

0.61%

D

DDOMINION ENERGY INC

0.59%

W

WELLWELLTOWER INC

0.58%

R

RCLROYAL CARIBBEAN CRUISES LTD

0.55%

W

WFCWELLS FARGO & CO

0.55%

P

PNCPNC FINANCIAL SERVICES GROUP

0.52%

M

MURGFMUENCHENER RUECKVER AG-REG

0.50%

M

MCDMCDONALD'S CORP

0.47%

I

IMBBFIMPERIAL BRANDS PLC

0.46%

O

OKEONEOK INC

0.46%

M

MSBHFMITSUBISHI CORP

0.46%

Z

ZFSVFZURICH INSURANCE GROUP AG

0.45%

B

BLKBLACKROCK INC

0.44%

T

TKOMFTOKIO MARINE HOLDINGS INC

0.44%

I

IBDSFIBERDROLA SA

0.41%

T

T 3.75 06.30.27US TREASURY N/B

0.41%

C

CNPCENTERPOINT ENERGY INC

0.38%

B

BNPQFBNP PARIBAS

0.38%

Only in RIDGX

A

AEMAGNICO EAGLE MINES LTD

1.26%

F

FITBFIFTH THIRD BANCORP

0.92%

C

CCITIGROUP INC

0.80%

F

FEFIRSTENERGY CORP

0.79%

B

BA 6 10.15.27BOEING CO/THE

0.72%

I

IBMINTL BUSINESS MACHINES CORP

0.67%

M

MSADFMS&AD INSURANCE GROUP HOLDIN

0.63%

B

BGBUNGE GLOBAL SA

0.57%

N

NKENIKE INC -CL B

0.54%

B

BKRBAKER HUGHES CO

0.51%

S

SYFSYNCHRONY FINANCIAL

0.45%

L

LUNMFLUNDIN MINING CORP

0.43%

E

EXEEXPAND ENERGY CORP

0.42%

P

PFGPRINCIPAL FINANCIAL GROUP

0.41%

K

KDPKEURIG DR PEPPER INC

0.40%

C

CGCARLYLE GROUP INC/THE

0.39%

H

HSYHERSHEY CO/THE

0.38%

V

VTRVENTAS INC

0.35%

T

TRMLFTOURMALINE OIL CORP

0.32%

A

ARESARES MANAGEMENT CORP - A

0.29%

G

GSGOLDMAN SACHS GROUP INC

0.26%

B

B3SA3B3 SA-BRASIL BOLSA BALCAO

0.26%

V

VALEVALE SA-SP ADR

0.26%

B

BVRDFBUREAU VERITAS SA

0.25%

S

SNMRFSNAM SPA

0.25%

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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.