ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFICX vs AWSHX: Portfolio Overlap

American Funds Fundamental Investors vs Washington Mutual Investors Fund

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
AWSHX
198 equity holdings
as of April 30, 2026
126 stocks held in common
Overlap View Venn Diagram
53.3% OVERLAP AFICX AWSHX
Overlapping Holdings
10 Top 10 of 126 shared, by overlap contribution
# Stock AFICX AWSHX Overlap%
1
AVGO
 6.15% 7.79% 6.15%
2
MSFT
 4.67% 4.82% 4.67%
3
PM
 4.13% 3.58% 3.58%
4
NVDA
 3.74% 1.70% 1.70%
5
GOOGL
 1.65% 2.09% 1.65%
6
GOOG
 3.77% 1.61% 1.61%
7
AAPL
 1.58% 2.52% 1.58%
8
META
 2.40% 1.41% 1.41%
9
V
 1.26% 1.34% 1.26%
10
KLAC
 1.25% 1.36% 1.25%
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%
TDG2.25%
Taiwan Semiconductor Manufacturing Co Ltd2.24%
MU2.20%
SK hynix Inc1.72%
Only in AWSHX — Washington Mutual Investors Fund
StockWeight
BTI1.40%
GILD0.75%
IBM0.58%
DRI0.54%
SRE0.53%

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

AFICX (American Funds Fundamental Investors) and AWSHX (Washington Mutual Investors Fund) share 53.3% portfolio overlap as of AFICX's March 31, 2026 filing and AWSHX's April 30, 2026 filing, across 126 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 AWSHX 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 AWSHX?

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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