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 ANWFX Holdings as of March 31, 2026

AFICX vs ANWFX: Portfolio Overlap

American Funds Fundamental Investors vs New Perspective Fund

46.5%
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
ANWFX
276 equity holdings
as of March 31, 2026
124 stocks held in common
Overlap View Venn Diagram
46.5% OVERLAP AFICX ANWFX
Overlapping Holdings
10 Top 10 of 124 shared, by overlap contribution
# Stock AFICX ANWFX Overlap%
1
NVDA
 3.74% 3.10% 3.10%
2
AVGO
 6.15% 2.95% 2.95%
3
MSFT
 4.67% 2.70% 2.70%
4
META
 2.40% 3.79% 2.40%
5
Taiwan Semiconductor Manufacturing Co Ltd
 2.24% 4.26% 2.24%
6
GOOG
 3.77% 1.47% 1.47%
7
AMZN
 2.90% 1.45% 1.45%
8
GOOGL
 1.65% 1.37% 1.37%
9
PM
 4.13% 1.09% 1.09%
10
Royal Caribbean Cruises Ltd.
 1.00% 1.25% 1.00%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFICX — American Funds Fundamental Investors
StockWeight
TSM1.18%
UNH0.81%
CMG0.70%
UNP0.64%
FE0.59%
Only in ANWFX — New Perspective Fund
StockWeight
UNICREDIT SPA1.08%
Samsung Electronics Co Ltd0.84%
AIA Group Ltd0.81%
ISRG0.72%
Royalty Pharma PLC0.64%

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

AFICX (American Funds Fundamental Investors) and ANWFX (New Perspective Fund) share 46.5% portfolio overlap as of their March 31, 2026 filings, across 124 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 ANWFX 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 ANWFX?

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

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