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Fund comparison · from official SEC filings

CBFAX vs RIDGX: how much do they overlap?

American Funds Global Balanced Fund and Income Fund of America

Fund A

vs

Fund B

Holdings overlap

25%

of assets, by weight

Shared positions

350

of 996 / 3,198 holdings

CBFAX expense ratio

0.83%

net, per year

RIDGX expense ratio

0.26%

net, per year

Shared holdings

Company

CBFAX

RIDGX

C

CMQXXCAPITAL GROUP CNTRL CSH-M

7.66%

6.66%

A

AVGOBROADCOM INC

3.31%

1.52%

T

TSMWFTAIWAN SEMICONDUCTOR MANUFAC

3.04%

1.39%

P

PMPHILIP MORRIS INTERNATIONAL

1.00%

2.08%

M

MSFTMICROSOFT CORP

2.07%

0.52%

C

CNQCANADIAN NATURAL RESOURCES

1.79%

1.24%

E

EOGEOG RESOURCES INC

0.67%

1.71%

U

UNHUNITEDHEALTH GROUP INC

0.48%

1.58%

G

GILDGILEAD SCIENCES INC

0.52%

1.38%

S

SBUXSTARBUCKS CORP

0.53%

1.36%

R

RTXRTX CORP

1.35%

0.07%

B

B3SA3B3 SA-BRASIL BOLSA BALCAO

1.24%

0.26%

B

BAESFBAE SYSTEMS PLC

0.50%

1.13%

U

UNPUNION PACIFIC CORP

0.99%

0.86%

V

VALE3VALE SA

0.42%

0.94%

T

T 3.875 03.31.31US TREASURY N/B

0.18%

0.90%

C

CMCSACOMCAST CORP-CLASS A

0.23%

0.88%

T

TAT&T INC

0.77%

0.87%

N

NGGTFNATIONAL GRID PLC

0.47%

0.83%

J

JPMJPMORGAN CHASE & CO

0.62%

0.78%

T

T 3.875 04.15.29US TREASURY N/B

0.66%

0.07%

N

NSRGFNESTLE SA-REG

0.21%

0.65%

M

MGDDFMICHELIN (CGDE)

0.64%

0.42%

M

MDTMEDTRONIC PLC

0.22%

0.63%

D

DTEDTE ENERGY COMPANY

0.60%

0.30%

Only in CBFAX

N

NVDANVIDIA CORP

2.25%

G

GOOGLALPHABET INC-CL A

1.69%

A

AMZNAMAZON.COM INC

1.40%

L

LLYELI LILLY & CO

1.37%

G

GLWCORNING INC

1.34%

C

CCBFXCAP GR CNTRL CORP BND-M

1.32%

D

DDOMINION ENERGY INC

1.09%

T

T 3.625 08.31.27US TREASURY N/B

1.04%

V

VRTXVERTEX PHARMACEUTICALS INC

1.03%

T

T 4 06.30.28US TREASURY N/B

0.93%

I

IMBBFIMPERIAL BRANDS PLC

0.86%

G

GOOGALPHABET INC-CL C

0.84%

A

AAPLAPPLE INC

0.78%

M

METAMETA PLATFORMS INC-CLASS A

0.71%

B

BBVXFBANCO BILBAO VIZCAYA ARGENTA

0.70%

H

HTHIFHITACHI LTD

0.69%

G

GMBXFGRUPO MEXICO SAB DE CV-SER B

0.67%

T

T 3.875 06.30.30US TREASURY N/B

0.65%

B

BTAFFBRITISH AMERICAN TOBACCO PLC

0.61%

S

SCBFFSTANDARD CHARTERED PLC

0.61%

F

FNVFRANCO-NEVADA CORP

0.51%

M

MZHOFMIZUHO FINANCIAL GROUP INC

0.48%

L

LUGDFLUNDIN GOLD INC

0.47%

I

INGVFING GROEP NV

0.43%

A

ARMARM HOLDINGS PLC-ADR

0.42%

Only in RIDGX

A

AMGNAMGEN INC

1.79%

S

SOSOUTHERN CO/THE

1.54%

C

CVSCVS HEALTH CORP

1.34%

T

TTETOTALENERGIES SE

1.31%

A

AEMAGNICO EAGLE MINES LTD

1.26%

E

EXCEXELON CORP

1.22%

F

FITBFIFTH THIRD BANCORP

0.92%

D

DRIDARDEN RESTAURANTS INC

0.82%

S

SLBSLB LTD

0.82%

C

CMECME GROUP INC

0.81%

C

CCITIGROUP INC

0.80%

F

FEFIRSTENERGY CORP

0.79%

A

ABBVABBVIE INC

0.74%

K

KKPNFKONINKLIJKE KPN NV

0.73%

K

KOCOCA-COLA CO/THE

0.72%

B

BA 6 10.15.27BOEING CO/THE

0.72%

H

HDHOME DEPOT INC

0.70%

I

IDEXFINDUSTRIA DE DISENO TEXTIL

0.69%

P

PGPEFPUBLICIS GROUPE

0.67%

I

IBMINTL BUSINESS MACHINES CORP

0.67%

M

MSADFMS&AD INSURANCE GROUP HOLDIN

0.63%

J

JNJJOHNSON & JOHNSON

0.61%

2

2454MEDIATEK INC

0.60%

B

BGBUNGE GLOBAL SA

0.57%

N

NKENIKE INC -CL B

0.54%

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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.