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 FCNTX Holdings as of March 31, 2026

ABALX vs FCNTX: Portfolio Overlap

American Balanced Fund vs Fidelity Contrafund

34.0%
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
FCNTX
389 equity holdings
as of March 31, 2026
76 stocks held in common
Overlap View Venn Diagram
34.0% OVERLAP ABALX FCNTX
Overlapping Holdings
10 Top 10 of 76 shared, by overlap contribution
# Stock ABALX FCNTX Overlap%
1
NVDA
 3.25% 9.48% 3.25%
2
MSFT
 3.23% 2.99% 2.99%
3
GOOGL
 2.83% 3.91% 2.83%
4
GOOG
 2.32% 2.42% 2.32%
5
AVGO
 5.47% 1.88% 1.88%
6
LLY
 2.16% 1.84% 1.84%
7
AMZN
 1.30% 5.76% 1.30%
8
V
 1.68% 1.30% 1.30%
9
TSM
 3.79% 1.28% 1.28%
10
META
 1.17% 10.35% 1.17%
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%
UNP1.49%
TDG1.06%
EOG0.98%
SYF0.86%
Only in FCNTX — Fidelity Contrafund
StockWeight
Space Exploration Technologies5.13%
Berkshire Hathaway Inc4.15%
APH2.09%
GE1.11%
BRK.B1.03%

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

ABALX (American Balanced Fund) and FCNTX (Fidelity Contrafund) share 34.0% portfolio overlap as of their March 31, 2026 filings, across 76 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 FCNTX 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 FCNTX?

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

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