Fund comparison · from official SEC filings

FBFWX vs FCFWX: how much do they overlap?

American Funds Retirement Income Portfolio - Moderate and American Funds Retirement Income Portfolio - Enhanced
Holdings overlap
82%
of assets, by weight
Shared positions
8
of 10 / 10 holdings
FBFWX expense ratio
0.65%
net, per year
FCFWX expense ratio
0.67%
net, per year
FBFWX and FCFWX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FBFWX
FCFWX
R
RLBGXAMERICAN BALANCED FUND-R6
15.35%
20.22%
R
RIDGXAMER FNDS INC OF AMER-R6
19.94%
19.89%
R
RIRGXAMER FNDS CAP INC BLDR-R6
18.09%
17.92%
R
RWIGXAF CAP WLRD GR & INC-R6
7.27%
10.34%
R
RMDUXAMER FND MULTI-SEC INC-R6
8.82%
6.80%
R
RBFGXTHE BND FND OF AMERICA-R6
7.82%
4.83%
R
RMFGXAMER FNDS MUTUAL FND-R6
5.04%
4.99%
R
RGBGXAMER FNDS GLBL BLNCD-R6
5.00%
4.93%
Only in FBFWX
R
RGVGXAMER FNDS US GOVT SECS-R6
6.83%
R
RANGXAMERICAN FNDS STRA BND-R6
5.84%
Only in FCFWX
R
RAFGXAMCAP FUND-R6
5.25%
R
RITGXAMER FNDS HI-INC TRST-R6
4.83%
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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.