ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (ABALX) and April 30, 2026 (AFMFX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > ABALX vs AFMFX Holdings as of March 31, 2026 (ABALX) and April 30, 2026 (AFMFX)

ABALX vs AFMFX: Portfolio Overlap

American Balanced Fund vs American Mutual Fund

38.1%
Weighted portfolio overlap
Moderate Overlap

Moderate Overlap. A recognisable amount of shared weight, common among funds drawing on the same large-cap pool. Much of it typically sits in the top conviction holdings.

ABALX
174 equity holdings
as of March 31, 2026
AFMFX
154 equity holdings
as of April 30, 2026
74 stocks held in common
Overlap View Venn Diagram
38.1% OVERLAP ABALX AFMFX
Overlapping Holdings
10 Top 10 of 74 shared, by overlap contribution
# Stock ABALX AFMFX Overlap%
1
AVGO
 5.47% 4.69% 4.69%
2
MSFT
 3.23% 5.25% 3.23%
3
PM
 3.63% 2.99% 2.99%
4
LLY
 2.16% 3.05% 2.16%
5
TSM
 3.79% 1.75% 1.75%
6
SBUX
 1.62% 2.50% 1.62%
7
GOOGL
 2.83% 1.43% 1.43%
8
UNP
 1.49% 1.20% 1.20%
9
META
 1.17% 2.16% 1.17%
10
HD
 1.16% 1.54% 1.16%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in ABALX — American Balanced Fund
StockWeight
CAPITAL GROUP CENTRAL CORPORATE BOND FUND4.55%
NVDA3.25%
MU2.09%
VRTX1.64%
AMZN1.30%
Only in AFMFX — American Mutual Fund
StockWeight
CSCO2.14%
MDLZ1.99%
GE1.86%
NEE1.53%
Linde PLC1.27%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →
Frequently Asked Questions (FAQs)
What is the portfolio overlap between ABALX and AFMFX?

ABALX (American Balanced Fund) and AFMFX (American Mutual Fund) share 38.1% portfolio overlap as of ABALX's March 31, 2026 filing and AFMFX's April 30, 2026 filing, across 74 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do ABALX and AFMFX invest in the same stocks?

Somewhat. The two funds share a meaningful set of stocks, though each also holds distinct positions the other does not.

What are the top stocks held by both ABALX and AFMFX?

The most prominent shared holdings (by combined weight) are: AVGO, MSFT, PM. See the full common-holdings table on this page for weights in each fund.

Related Comparisons
ABALX — American Balanced Fund vs IJR — iShares Core S&P Small-Cap ETFABALX — American Balanced Fund vs CSPAX — SMALLCAP World Fund IncABALX — American Balanced Fund vs AMECX — Income Fund of AmericaAFMFX — American Mutual Fund vs ITOT — iShares Core S&P Total U.S. Stock Market ETFABALX — American Balanced Fund vs ITOT — iShares Core S&P Total U.S. Stock Market ETFABALX — American Balanced Fund vs IWF — iShares Russell 1000 Growth ETF