ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFICX vs EFA: Portfolio Overlap

American Funds Fundamental Investors vs iShares MSCI EAFE ETF

5.7%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

AFICX
238 equity holdings
as of March 31, 2026
EFA
705 equity holdings
as of April 30, 2026
29 stocks held in common
Overlap View Venn Diagram
5.7% OVERLAP AFICX EFA
Overlapping Holdings
10 Top 10 of 29 shared, by overlap contribution
# Stock AFICX EFA Overlap%
1
NESTLE' SA/AG
 0.63% 1.21% 0.63%
2
Rolls-Royce Holdings PLC
 0.79% 0.63% 0.63%
3
British American Tobacco PLC
 2.38% 0.59% 0.59%
4
TotalEnergies SE
 0.41% 0.86% 0.41%
5
Glencore PLC
 0.29% 0.36% 0.29%
6
Shell PLC
 0.29% 1.20% 0.29%
7
AstraZeneca PLC
 0.28% 1.36% 0.28%
8
Siemens AG
 0.24% 1.05% 0.24%
9
DSV A/S
 0.20% 0.23% 0.20%
10
SCHNEIDER ELECTRIC SE
 0.20% 0.81% 0.20%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFICX — American Funds Fundamental Investors
StockWeight
AVGO6.15%
MSFT4.67%
PM4.13%
GOOG3.77%
NVDA3.74%
Only in EFA — iShares MSCI EAFE ETF
StockWeight
HSBC HOLDINGS PLC1.47%
Roche Holding AG1.33%
Novartis AG1.30%
COMMONWEALTH BANK OF AUSTRALIA0.98%
MITSUBISHI UFJ FINANCIAL GROUP INC0.94%

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

AFICX (American Funds Fundamental Investors) and EFA (iShares MSCI EAFE ETF) share 5.7% portfolio overlap as of AFICX's March 31, 2026 filing and EFA's April 30, 2026 filing, across 29 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 EFA invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both AFICX and EFA?

The most prominent shared holdings (by combined weight) are: NESTLE' SA/AG, Rolls-Royce Holdings PLC, British American Tobacco PLC. See the full common-holdings table on this page for weights in each fund.

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