ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (AEGFX) and April 30, 2026 (AWSHX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AEGFX vs AWSHX: Portfolio Overlap

EUPAC Fund vs Washington Mutual Investors Fund

2.2%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

AEGFX
373 equity holdings
as of March 31, 2026
AWSHX
198 equity holdings
as of April 30, 2026
18 stocks held in common
Overlap View Venn Diagram
2.2% OVERLAP AEGFX AWSHX
Overlapping Holdings
10 Top 10 of 18 shared, by overlap contribution
# Stock AEGFX AWSHX Overlap%
1
PM
 0.54% 3.58% 0.54%
2
Canadian Natural Resources Ltd
 0.90% 0.54% 0.54%
3
AstraZeneca PLC
 1.66% 0.26% 0.26%
4
Aon PLC
 0.28% 0.26% 0.26%
5
Linde PLC
 0.22% 0.27% 0.22%
6
SLB
 0.29% 0.10% 0.10%
7
BKNG
 0.06% 0.18% 0.06%
8
Trane Technologies plc
 0.26% 0.06% 0.06%
9
Wheaton Precious Metals Corp
 0.06% 0.59% 0.06%
10
TotalEnergies SE
 0.76% 0.05% 0.05%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AEGFX — EUPAC Fund
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd7.42%
SK hynix Inc2.29%
CENOVUS ENERGY INC2.14%
ASML Holding NV1.76%
AIRBUS SE1.67%
Only in AWSHX — Washington Mutual Investors Fund
StockWeight
AVGO7.79%
MSFT4.82%
AAPL2.52%
GOOGL2.09%
WELL1.78%

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 AEGFX and AWSHX?

AEGFX (EUPAC Fund) and AWSHX (Washington Mutual Investors Fund) share 2.2% portfolio overlap as of AEGFX's March 31, 2026 filing and AWSHX's April 30, 2026 filing, across 18 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 AEGFX and AWSHX invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

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

The most prominent shared holdings (by combined weight) are: PM, Canadian Natural Resources Ltd, AstraZeneca PLC. See the full common-holdings table on this page for weights in each fund.

Related Comparisons
AEGFX — EUPAC Fund vs JLGMX — JPMorgan Large Cap Growth FundAEGFX — EUPAC Fund vs AIVSX — Investment Co of AmericaAWSHX — Washington Mutual Investors Fund vs SWPPX — Schwab S&P 500 Index FundAEGFX — EUPAC Fund vs CNWAX — New World Fund IncAEGFX — EUPAC Fund vs XLK — State Street(R) Technology Select Sector SPDR(R) ETFAEGFX — EUPAC Fund vs VTIAX — VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND