ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFICX vs AMECX: Portfolio Overlap

American Funds Fundamental Investors vs Income Fund of America

23.0%
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.

AFICX
238 equity holdings
as of March 31, 2026
AMECX
201 equity holdings
as of April 30, 2026
68 stocks held in common
Overlap View Venn Diagram
23.0% OVERLAP AFICX AMECX
Overlapping Holdings
10 Top 10 of 68 shared, by overlap contribution
# Stock AFICX AMECX Overlap%
1
PM
 4.13% 3.00% 3.00%
2
AVGO
 6.15% 2.19% 2.19%
3
Taiwan Semiconductor Manufacturing Co Ltd
 2.24% 2.01% 2.01%
4
SBUX
 0.96% 1.96% 0.96%
5
AMGN
 0.90% 2.58% 0.90%
6
Canadian Natural Resources Ltd
 0.83% 1.79% 0.83%
7
UNH
 0.81% 2.28% 0.81%
8
MSFT
 4.67% 0.76% 0.76%
9
UNP
 0.64% 1.24% 0.64%
10
NESTLE' SA/AG
 0.63% 0.93% 0.63%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFICX — American Funds Fundamental Investors
StockWeight
GOOG3.77%
NVDA3.74%
AMZN2.90%
META2.40%
British American Tobacco PLC2.38%
Only in AMECX — Income Fund of America
StockWeight
GILD1.99%
Agnico Eagle Mines Ltd1.81%
Vale SA1.35%
FITB1.32%
T1.26%

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

AFICX (American Funds Fundamental Investors) and AMECX (Income Fund of America) share 23.0% portfolio overlap as of AFICX's March 31, 2026 filing and AMECX's April 30, 2026 filing, across 68 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 AMECX 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 AMECX?

The most prominent shared holdings (by combined weight) are: PM, AVGO, Taiwan Semiconductor Manufacturing Co Ltd. See the full common-holdings table on this page for weights in each fund.

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