ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFICX vs AFMFX: Portfolio Overlap

American Funds Fundamental Investors vs American Mutual Fund

37.6%
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.

AFICX
238 equity holdings
as of March 31, 2026
AFMFX
154 equity holdings
as of April 30, 2026
75 stocks held in common
Overlap View Venn Diagram
37.6% OVERLAP AFICX AFMFX
Overlapping Holdings
10 Top 10 of 75 shared, by overlap contribution
# Stock AFICX AFMFX Overlap%
1
AVGO
 6.15% 4.69% 4.69%
2
MSFT
 4.67% 5.25% 4.67%
3
PM
 4.13% 2.99% 2.99%
4
META
 2.40% 2.16% 2.16%
5
AAPL
 1.58% 2.42% 1.58%
6
GOOGL
 1.65% 1.43% 1.43%
7
TSM
 1.18% 1.75% 1.18%
8
GOOG
 3.77% 1.12% 1.12%
9
LLY
 0.98% 3.05% 0.98%
10
SBUX
 0.96% 2.50% 0.96%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFICX — American Funds Fundamental Investors
StockWeight
NVDA3.74%
AMZN2.90%
British American Tobacco PLC2.38%
TDG2.25%
Taiwan Semiconductor Manufacturing Co Ltd2.24%
Only in AFMFX — American Mutual Fund
StockWeight
CSCO2.14%
NEE1.53%
GILD1.38%
KO1.37%
BTI1.20%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between AFICX and AFMFX?

AFICX (American Funds Fundamental Investors) and AFMFX (American Mutual Fund) share 37.6% portfolio overlap as of AFICX's March 31, 2026 filing and AFMFX's April 30, 2026 filing, across 75 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 AFICX 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 AFICX 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.

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