Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Growth Fund of America · AGTHX, RGAAX, RGABX, RGACX, RGAEX, RGAFX, GFACX, GFAFX, CGFAX, CGFCX, CGFEX, CGFFX, GFFFX, RGAGX, RGEBX, RGAHX, GAFFX, TAFFX, TFGAX, FAFGX, FFAFX | 57% | 0.29% | — |
| 2 | Investment Co of America · AIVSX, RICAX, RICBX, RICCX, RICEX, RICFX, AICCX, AICFX, CICAX, CICCX, CICEX, CICFX, ICAFX, RICGX, RIBEX, RICHX, FFICX, TIACX, TICAX, FCIAX, FAOOX cheaper | 55% | 0.27% | Capital Research and Management Company |
| 3 | Growth Fund | 54% | 0.34% | Capital Research and Management Company |
| 4 | Washington Mutual Investors Fund cheaper | 54% | 0.25% | Capital Research and Management Company |
| 5 | Washington Mutual Investors Fund · AWSHX, RWMAX, RWMBX, RWMCX, RWMEX, RWMFX, WSHCX, WSHFX, CWMAX, CWMCX, CWMEX, CWMFX, WMFFX, RWMGX, RWEBX, RWMHX, FWMIX, TMWMX, TWMMX, FWMMX, FWWMX cheaper | 54% | 0.26% | Capital Research and Management Company |
| 6 | Capital Group U.S. Equity Fund · CUSEX | 53% | 0.43% | Capital Research and Management Company |
| 7 | Capital Group Growth ETF · CGGR | 52% | 0.39% | Capital Research and Management Company |
| 8 | Growth-Income Fund | 49% | 0.28% | Capital Research and Management Company |
| 9 | EQ/Capital Group Research Portfolio diff. adviser | 49% | 0.70% | Equitable Investment Management Group, LLC |
| 10 | New Perspective Fund · ANWPX, RNPAX, RNPBX, RNPCX, RNPEX, RNPFX, NPFCX, NPFFX, CNPAX, CNPCX, CNPEX, CNPFX, ANWFX, RNPGX, RPEBX, RNPHX, FNPFX, TPNFX, TNPFX, FFPNX, FNFPX | 48% | 0.40% | — |
| 11 | New Economy Fund · ANEFX, RNGAX, RNGBX, RNGCX, RNGEX, RNGFX, ANFCX, ANFFX, CNGAX, CNGCX, CNGEX, CNGFX, NEFFX, RNGGX, RNNEX, RNGHX, FNEFX, TENEX, TNEEX, FNEEX, FNNEX | 47% | 0.40% | Capital Research and Management Company |
| 12 | AMCAP Fund · AMCPX, RAFAX, RAFBX, RAFCX, RAFEX, RAFFX, AMPCX, AMPFX, CAFAX, CAFCX, CAFEX, CAFFX, AMCFX, RAFGX, RAEBX, RAEFX, FMACX, TACMX, TAMCX, FMMMX, FMCMX | 46% | 0.33% | Capital Research and Management Company |
| 13 | American Balanced Fund · ABALX, RLBAX, RLBBX, RLBCX, RLBEX, RLBFX, BALCX, BALFX, CLBAX, CLBCX, CLBEX, CLBFX, AMBFX, RLBGX, RAMHX, RLEFX, AFMBX, TAFBX, TABFX, FBAFX, FBONX cheaper | 45% | 0.25% | Capital Research and Management Company |
| 14 | Capital World Growth & Income Fund | 45% | 0.42% | Capital Research and Management Company |
| 15 | Capital World Growth & Income Fund · CWGIX, RWIAX, RWIBX, RWICX, RWIEX, RWIFX, CWGCX, CWGFX, CWIAX, CWICX, CWIEX, CWIFX, WGIFX, RWIGX, RWBEX, RWIHX, FWGIX, TCWWX, TCWGX, FCWGX, FWCGX | 44% | 0.41% | Capital Research and Management Company |
| 16 | Capital Group Core Equity ETF · CGUS | 44% | 0.33% | Capital Research and Management Company |
| 17 | American Funds Global Insight Fund · RGLGX, CGVYX, RGLFX, RGLEX, RGLDX, RGLHX, AGVTX, RGLBX, RGLAX, AGVHX, AGVGX, AGVEX, AGVDX, AGVFX, CGVTX, CGVFX, CGVEX, CGVBX, RGLJX, CGVGX, CGVHX | 43% | 0.45% | Capital Research and Management Company |
| 18 | Sofi Select 500 ETF · SFY cheaper diff. adviser | 43% | 0.05% | Tidal Investments LLC |
| 19 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 42% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 20 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 42% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
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