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 | Capital Income Builder · CAIBX, RIRAX, RIRBX, RIRCX, RIREX, RIRFX, CIBCX, CIBFX, CIRAX, CIRCX, CIREX, CIRFX, CAIFX, RIRGX, RCEEX, RIRHX, CFIHX, TCBBX, TCIBX, FBCIX, FWCBX | 40% | 0.26% | Capital Research and Management Company |
| 2 | Capital Income Builder | 37% | 0.28% | Capital Research and Management Company |
| 3 | 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 | 36% | 0.25% | Capital Research and Management Company |
| 4 | Washington Mutual Investors Fund cheaper | 31% | 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 | 29% | 0.26% | Capital Research and Management Company |
| 6 | Asset Allocation Fund | 29% | 0.29% | Capital Research and Management Company |
| 7 | Capital World Growth & Income Fund | 28% | 0.42% | Capital Research and Management Company |
| 8 | 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 | 28% | 0.41% | Capital Research and Management Company |
| 9 | American Mutual Fund · AMRMX, RMFAX, RMFBX, RMFCX, RMFEX, RMFFX, AMFCX, AMFFX, CMLAX, CMLCX, CMLEX, CMLFX, AMRFX, RMFGX, RMEBX, RMFHX, AFMFX, TAFMX, TAMFX, FFMMX, FFFMX | 27% | 0.27% | Capital Research and Management Company |
| 10 | Capital Group Dividend Growers ETF · CGDG | 26% | 0.47% | Capital Research and Management Company |
| 11 | 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 | 26% | 0.47% | Capital Research and Management Company |
| 12 | American Funds Global Balanced Fund | 25% | 0.51% | Capital Research and Management Company |
| 13 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX | 24% | 0.70% | Columbia Management Investment Advisers, LLC |
| 14 | WisdomTree U.S. LargeCap Dividend Fund · DLN | 24% | 0.28% | WisdomTree Asset Management, Inc. |
| 15 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper | 24% | 0.04% | The Vanguard Group, Inc. |
| 16 | Columbia Variable Portfolio - Dividend Opportunity Fund | 24% | 0.73% | Columbia Management Investment Advisers, LLC |
| 17 | International Growth and Income Fund · IGAAX, CGIFX, RIGAX, RIGBX, RGICX, RIGEX, RIGFX, IGICX, IGIFX, IGFFX, CGIAX, CIICX, CGIEX, RIGGX, RIIEX, RIGIX, IGAIX, TGAGX, TGAIX, FGGGX, FGIGX | 24% | 0.53% | Capital Research and Management Company |
| 18 | International Growth and Income Fund | 24% | 0.56% | Capital Research and Management Company |
| 19 | 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 | 23% | 0.28% | Capital Research and Management Company |
| 20 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX | 23% | 0.48% | Voya Investments, LLC |
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