ETF and Mutual Fund Analysis

Holdings as of March 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > ABALX vs AIVSX Holdings as of March 31, 2026

ABALX vs AIVSX: Portfolio Overlap

American Balanced Fund vs Investment Co of America

47.5%
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
AIVSX
171 equity holdings
as of March 31, 2026
91 stocks held in common
Overlap View Venn Diagram
47.5% OVERLAP ABALX AIVSX
Overlapping Holdings
10 Top 10 of 91 shared, by overlap contribution
# Stock ABALX AIVSX Overlap%
1
AVGO
 5.47% 6.31% 5.47%
2
NVDA
 3.25% 6.71% 3.25%
3
MSFT
 3.23% 5.81% 3.23%
4
GOOGL
 2.83% 2.57% 2.57%
5
PM
 3.63% 2.36% 2.36%
6
GOOG
 2.32% 2.19% 2.19%
7
LLY
 2.16% 3.45% 2.16%
8
VRTX
 1.64% 1.73% 1.64%
9
SBUX
 1.62% 1.31% 1.31%
10
AMZN
 1.30% 4.85% 1.30%
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%
SK hynix Inc1.19%
Wheaton Precious Metals Corp1.16%
DE1.08%
DHI0.87%
Only in AIVSX — Investment Co of America
StockWeight
GE2.25%
Linde PLC1.72%
UBER1.70%
ORCL0.95%
ABT0.77%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between ABALX and AIVSX?

ABALX (American Balanced Fund) and AIVSX (Investment Co of America) share 47.5% portfolio overlap as of their March 31, 2026 filings, across 91 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 AIVSX 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 AIVSX?

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

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