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 > AFICX vs AIVSX Holdings as of March 31, 2026

AFICX vs AIVSX: Portfolio Overlap

American Funds Fundamental Investors vs Investment Co of America

53.3%
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
AIVSX
171 equity holdings
as of March 31, 2026
97 stocks held in common
Overlap View Venn Diagram
53.3% OVERLAP AFICX AIVSX
Overlapping Holdings
10 Top 10 of 97 shared, by overlap contribution
# Stock AFICX AIVSX Overlap%
1
AVGO
 6.15% 6.31% 6.15%
2
MSFT
 4.67% 5.81% 4.67%
3
NVDA
 3.74% 6.71% 3.74%
4
AMZN
 2.90% 4.85% 2.90%
5
META
 2.40% 2.68% 2.40%
6
British American Tobacco PLC
 2.38% 2.72% 2.38%
7
PM
 4.13% 2.36% 2.36%
8
GOOG
 3.77% 2.19% 2.19%
9
GOOGL
 1.65% 2.57% 1.65%
10
Taiwan Semiconductor Manufacturing Co Ltd
 2.24% 1.62% 1.62%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFICX — American Funds Fundamental Investors
StockWeight
SK hynix Inc1.72%
MSTR0.87%
Grupo Mexico SAB de CV0.77%
RYAAY0.74%
CMG0.70%
Only in AIVSX — Investment Co of America
StockWeight
ORCL0.95%
CSCO0.77%
HAL0.67%
GEHC0.56%
GLW0.48%

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

AFICX (American Funds Fundamental Investors) and AIVSX (Investment Co of America) share 53.3% portfolio overlap as of their March 31, 2026 filings, across 97 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 AIVSX 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 AIVSX?

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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