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

ABALX vs AWSHX: Portfolio Overlap

American Balanced Fund vs Washington Mutual Investors Fund

55.5%

Weighted portfolio overlap

High Overlap

The two funds are running highly redundant strategies — the same market exposure is paid for through two expense ratios.

ABALX

174 equity holdings
as of March 31, 2026

AWSHX

198 equity holdings
as of April 30, 2026

113 stocks held in common

Overlap View Venn Diagram

Overlapping Holdings

10 Top 10 of 113 shared, by overlap contribution

#	Stock	ABALX	AWSHX	Overlap%
1	AVGO	5.47%	7.79%	5.47%
2	PM	3.63%	3.58%	3.58%
3	MSFT	3.23%	4.82%	3.23%
4	GOOGL	2.83%	2.09%	2.09%
5	NVDA	3.25%	1.70%	1.70%
6	LLY	2.16%	1.69%	1.69%
7	GOOG	2.32%	1.61%	1.61%
8	UNH	1.40%	1.59%	1.40%
9	V	1.68%	1.34%	1.34%
10	NOC	1.23%	1.28%	1.23%

Most Divergent Holdings Stocks held by one fund but absent from the other

Only in ABALX — American Balanced Fund

Stock	Weight
CAPITAL GROUP CENTRAL CORPORATE BOND FUND	4.55%
TSM	3.79%
MU	2.09%
SK hynix Inc	1.19%
TDG	1.06%

Only in AWSHX — Washington Mutual Investors Fund

Stock	Weight
BTI	1.40%
GE	1.20%
CEG	1.18%
TFC	1.01%
COP	0.84%

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Frequently Asked Questions (FAQs)

What is the portfolio overlap between ABALX and AWSHX?

ABALX (American Balanced Fund) and AWSHX (Washington Mutual Investors Fund) share 55.5% portfolio overlap as of ABALX's March 31, 2026 filing and AWSHX's April 30, 2026 filing, across 113 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 AWSHX invest in the same stocks?

Largely yes. A substantial portion of both portfolios consists of the same stocks, leaving limited room for differentiation.

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

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

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