Fund comparison · from official SEC filings
CAIBX vs VBIAX: how much do they overlap?
Capital Income Builder and VANGUARD BALANCED INDEX FUND
vs
Shared holdings
Company
CAIBX
VBIAX
A
AVGOBROADCOM INC
4.45%
1.39%
M
MSFTMICROSOFT CORP
1.06%
2.61%
P
PMPHILIP MORRIS INTERNATIONAL
2.56%
0.24%
A
ABBVABBVIE INC
1.48%
0.36%
R
RTXRTX CORP
1.27%
0.25%
J
JPMJPMORGAN CHASE & CO
1.15%
0.71%
E
EXMOCEXXON MOBIL CORP
1.04%
0.67%
M
MDLZMONDELEZ INTERNATIONAL INC-A
0.85%
0.07%
M
MSMORGAN STANLEY
0.78%
0.19%
T
T 3.875 03.31.28US TREASURY N/B
0.14%
0.72%
S
SBUXSTARBUCKS CORP
0.70%
0.10%
U
UNHUNITEDHEALTH GROUP INC
0.69%
0.23%
A
APDAIR PRODUCTS & CHEMICALS INC
0.69%
0.06%
G
GILDGILEAD SCIENCES INC
0.67%
0.16%
A
AMGNAMGEN INC
0.65%
0.18%
S
STXSEAGATE TECHNOLOGY HOLDINGS
0.62%
0.08%
A
ABTABBOTT LABORATORIES
0.61%
0.17%
D
DDOMINION ENERGY INC
0.59%
0.05%
W
WELLWELLTOWER INC
0.58%
0.13%
J
JNJJOHNSON & JOHNSON
0.51%
0.56%
R
RCLROYAL CARIBBEAN CRUISES LTD
0.55%
0.06%
W
WFCWELLS FARGO & CO
0.55%
0.23%
P
PNCPNC FINANCIAL SERVICES GROUP
0.52%
0.08%
M
MOALTRIA GROUP INC
0.51%
0.10%
T
T 3.5 03.15.29US TREASURY N/B
0.08%
0.49%
Only in CAIBX
C
CMQXXCAPITAL GROUP CNTRL CSH-M
5.08%
T
TSMWFTAIWAN SEMICONDUCTOR MANUFAC
3.48%
C
CCBFXCAP GR CNTRL CORP BND-M
2.08%
B
BTAFFBRITISH AMERICAN TOBACCO PLC
1.70%
C
CNQCANADIAN NATURAL RESOURCES
1.28%
A
AZNASTRAZENECA PLC
1.15%
S
SNGNFSINGAPORE TELECOMMUNICATIONS
0.81%
M
MARUFMARUBENI CORP
0.69%
T
T 4.375 07.31.26US TREASURY N/B
0.69%
R
RBSPFNATWEST GROUP PLC
0.66%
B
BAESFBAE SYSTEMS PLC
0.63%
M
MGDDFMICHELIN (CGDE)
0.63%
N
NGGTFNATIONAL GRID PLC
0.57%
T
TTETOTALENERGIES SE
0.56%
D
DBSDFDBS GROUP HOLDINGS LTD
0.54%
S
SMAWFSIEMENS AG-REG
0.50%
M
MURGFMUENCHENER RUECKVER AG-REG
0.50%
E
ENGQFENGIE
0.50%
V
VOLVFVOLVO AB-B SHS
0.47%
I
IDEXFINDUSTRIA DE DISENO TEXTIL
0.47%
I
IMBBFIMPERIAL BRANDS PLC
0.46%
M
MSBHFMITSUBISHI CORP
0.46%
Z
ZFSVFZURICH INSURANCE GROUP AG
0.45%
S
SNYNFSANOFI
0.45%
T
TKOMFTOKIO MARINE HOLDINGS INC
0.44%
Only in VBIAX
N
NVDANVIDIA CORP
3.82%
A
AAPLAPPLE INC
3.53%
A
AMZNAMAZON.COM INC
1.91%
?
—Vanguard Cmt Funds-Vanguard Market Liquidity Fund
1.78%
G
GOOGLALPHABET INC-CL A
1.59%
G
GOOGALPHABET INC-CL C
1.26%
M
METAMETA PLATFORMS INC-CLASS A
1.19%
T
TSLATESLA INC
0.99%
L
LLYELI LILLY & CO
0.74%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
0.74%
W
WMTWALMART INC
0.52%
V
VVISA INC-CLASS A SHARES
0.48%
C
COSTCOSTCO WHOLESALE CORP
0.42%
N
NFLXNETFLIX INC
0.38%
M
MAMASTERCARD INC - A
0.38%
M
MUMICRON TECHNOLOGY INC
0.36%
A
AMDADVANCED MICRO DEVICES
0.31%
P
PLTRPALANTIR TECHNOLOGIES INC-A
0.30%
G
GEGENERAL ELECTRIC
0.27%
C
CSCOCISCO SYSTEMS INC
0.26%
A
AMATAPPLIED MATERIALS INC
0.26%
L
LRCXLAM RESEARCH CORP
0.25%
O
ORCLORACLE CORP
0.24%
G
GSGOLDMAN SACHS GROUP INC
0.23%
G
GEVGE VERNOVA INC
0.22%
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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.
Informational and educational only — not investment advice.