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 World Growth & Income Fund | 94% | 0.42% | Capital Research and Management Company |
| 2 | New Perspective Fund · ANWPX, RNPAX, RNPBX, RNPCX, RNPEX, RNPFX, NPFCX, NPFFX, CNPAX, CNPCX, CNPEX, CNPFX, ANWFX, RNPGX, RPEBX, RNPHX, FNPFX, TPNFX, TNPFX, FFPNX, FNFPX cheaper | 48% | 0.40% | — |
| 3 | 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 | 46% | 0.27% | Capital Research and Management Company |
| 4 | 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 cheaper | 44% | 0.28% | Capital Research and Management Company |
| 5 | 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 | 43% | 0.47% | Capital Research and Management Company |
| 6 | Growth-Income Fund cheaper | 42% | 0.28% | Capital Research and Management Company |
| 7 | 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 cheaper | 42% | 0.29% | — |
| 8 | American Funds Global Balanced Fund | 42% | 0.51% | Capital Research and Management Company |
| 9 | New Economy Fund · ANEFX, RNGAX, RNGBX, RNGCX, RNGEX, RNGFX, ANFCX, ANFFX, CNGAX, CNGCX, CNGEX, CNGFX, NEFFX, RNGGX, RNNEX, RNGHX, FNEFX, TENEX, TNEEX, FNEEX, FNNEX cheaper | 40% | 0.40% | Capital Research and Management Company |
| 10 | 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 | 40% | 0.45% | Capital Research and Management Company |
| 11 | Global Growth Fund | 40% | 0.41% | Capital Research and Management Company |
| 12 | iShares MSCI ACWI ETF · ACWI cheaper diff. adviser | 40% | 0.32% | BlackRock Fund Advisors |
| 13 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 39% | 0.09% | DBX Advisors LLC |
| 14 | iShares MSCI World ETF · URTH cheaper diff. adviser | 39% | 0.24% | BlackRock Fund Advisors |
| 15 | JNL/Mellon World Index Fund cheaper diff. adviser | 39% | 0.30% | Jackson National Asset Management, LLC |
| 16 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 39% | 0.25% | BlackRock Fund Advisors |
| 17 | EUPAC Fund · AEPGX, RERAX, RERBX, RERCX, REREX, RERFX, AEPCX, AEGFX, CEUAX, CEUCX, CEUEX, CEUFX, AEPFX, RERGX, REEBX, RERHX, FEUPX, TEUGX, TEUPX, FUEPX, FEPUX | 38% | 0.47% | Capital Research and Management Company |
| 18 | Capital Income Builder cheaper | 38% | 0.28% | Capital Research and Management Company |
| 19 | Capital Income Builder · CAIBX, RIRAX, RIRBX, RIRCX, RIREX, RIRFX, CIBCX, CIBFX, CIRAX, CIRCX, CIREX, CIRFX, CAIFX, RIRGX, RCEEX, RIRHX, CFIHX, TCBBX, TCIBX, FBCIX, FWCBX cheaper | 38% | 0.26% | Capital Research and Management Company |
| 20 | 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 | 38% | 0.25% | Capital Research and Management Company |
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