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 | Asset Allocation Fund | 59% | 0.29% | Capital Research and Management Company |
| 2 | American Funds Fundamental Investors · ANCFX, RFNAX, RFNBX, RFNCX, RFNEX, RFNFX, AFICX, AFIFX, CFNAX, CFNCX, CFNEX, CFNFX, FINFX, RFNGX, RFEBX, RFNHX, FUNFX, TIIIX, TFFFX, FFXFX, FEEFX | 45% | 0.28% | Capital Research and Management Company |
| 3 | Washington Mutual Investors Fund | 43% | 0.25% | Capital Research and Management Company |
| 4 | 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 | 42% | 0.26% | Capital Research and Management Company |
| 5 | Capital World Growth & Income Fund | 38% | 0.42% | Capital Research and Management Company |
| 6 | 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 | 38% | 0.41% | Capital Research and Management Company |
| 7 | Capital Group Core Balanced ETF · CGBL | 37% | 0.33% | Capital Research and Management Company |
| 8 | Growth Fund | 37% | 0.34% | Capital Research and Management Company |
| 9 | 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 | 37% | 0.29% | — |
| 10 | Income Fund of America · AMECX, RIDAX, RIDBX, RIDCX, RIDEX, RIDFX, IFACX, IFAFX, CIMAX, CIMCX, CIMEX, CIMFX, AMEFX, RIDGX, RIEBX, RIDHX, FIFAX, TFAAX, TIAFX, FAIFX, FFIFX | 36% | 0.26% | — |
| 11 | 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 | 36% | 0.27% | Capital Research and Management Company |
| 12 | New Economy Fund · ANEFX, RNGAX, RNGBX, RNGCX, RNGEX, RNGFX, ANFCX, ANFFX, CNGAX, CNGCX, CNGEX, CNGFX, NEFFX, RNGGX, RNNEX, RNGHX, FNEFX, TENEX, TNEEX, FNEEX, FNNEX | 36% | 0.40% | Capital Research and Management Company |
| 13 | New Perspective Fund · ANWPX, RNPAX, RNPBX, RNPCX, RNPEX, RNPFX, NPFCX, NPFFX, CNPAX, CNPCX, CNPEX, CNPFX, ANWFX, RNPGX, RPEBX, RNPHX, FNPFX, TPNFX, TNPFX, FFPNX, FNFPX | 35% | 0.40% | — |
| 14 | American Funds Global Balanced Fund · GBLAX, CBFFX, RGBLX, RGBBX, RGBCX, RGBEX, RGBFX, RGBGX, GBLCX, GBLEX, GBLFX, CBFAX, CBFCX, CBFEX, RGGHX, RGBHX, GFBLX, TFBGX, TFGBX, FFGGX, FFBGX | 33% | 0.47% | Capital Research and Management Company |
| 15 | Capital Group Growth ETF · CGGR | 33% | 0.39% | Capital Research and Management Company |
| 16 | Growth-Income Fund | 33% | 0.28% | Capital Research and Management Company |
| 17 | American Funds Global Balanced Fund | 33% | 0.51% | Capital Research and Management Company |
| 18 | Capital Group U.S. Equity Fund · CUSEX | 32% | 0.43% | Capital Research and Management Company |
| 19 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 32% | 0.09% | — |
| 20 | Capital Income Builder | 32% | 0.28% | Capital Research and Management Company |
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