ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (AFICX) and May 31, 2026 (AGTHX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AFICX vs AGTHX Holdings as of March 31, 2026 (AFICX) and May 31, 2026 (AGTHX)

AFICX vs AGTHX: Portfolio Overlap

American Funds Fundamental Investors vs Growth Fund of America

56.6%
Weighted portfolio overlap
High Overlap

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

AFICX
238 equity holdings
as of March 31, 2026
AGTHX
313 equity holdings
as of May 31, 2026
139 stocks held in common
Overlap View Venn Diagram
56.6% OVERLAP AFICX AGTHX
Overlapping Holdings
10 Top 10 of 139 shared, by overlap contribution
# Stock AFICX AGTHX Overlap%
1
AVGO
 6.15% 5.21% 5.21%
2
MSFT
 4.67% 4.25% 4.25%
3
NVDA
 3.74% 6.25% 3.74%
4
GOOG
 3.77% 3.04% 3.04%
5
AMZN
 2.90% 4.00% 2.90%
6
META
 2.40% 4.18% 2.40%
7
Taiwan Semiconductor Manufacturing Co Ltd
 2.24% 2.52% 2.24%
8
MU
 2.20% 2.72% 2.20%
9
GOOGL
 1.65% 3.12% 1.65%
10
AAPL
 1.58% 1.71% 1.58%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFICX — American Funds Fundamental Investors
StockWeight
British American Tobacco PLC2.38%
Grupo Mexico SAB de CV0.77%
NESTLE' SA/AG0.63%
FE0.59%
PAYX0.54%
Only in AGTHX — Growth Fund of America
StockWeight
ANTHROPIC PBC1.42%
ORCL0.81%
Samsung Electronics Co Ltd0.49%
AFRM0.49%
HCA0.43%

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

AFICX (American Funds Fundamental Investors) and AGTHX (Growth Fund of America) share 56.6% portfolio overlap as of AFICX's March 31, 2026 filing and AGTHX's May 31, 2026 filing, across 139 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 AGTHX 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 AFICX and AGTHX?

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

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