ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (AFICX) and May 31, 2026 (FDGRX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AFICX vs FDGRX Holdings as of March 31, 2026 (AFICX) and May 31, 2026 (FDGRX)

AFICX vs FDGRX: Portfolio Overlap

American Funds Fundamental Investors vs Fidelity Growth Company Fund

31.6%
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
FDGRX
507 equity holdings
as of May 31, 2026
89 stocks held in common
Overlap View Venn Diagram
31.6% OVERLAP AFICX FDGRX
Overlapping Holdings
10 Top 10 of 89 shared, by overlap contribution
# Stock AFICX FDGRX Overlap%
1
MSFT
 4.67% 5.95% 4.67%
2
NVDA
 3.74% 15.80% 3.74%
3
GOOG
 3.77% 3.13% 3.13%
4
AMZN
 2.90% 5.31% 2.90%
5
META
 2.40% 2.83% 2.40%
6
AVGO
 6.15% 2.29% 2.29%
7
GOOGL
 1.65% 4.44% 1.65%
8
AAPL
 1.58% 7.58% 1.58%
9
LLY
 0.98% 2.25% 0.98%
10
V
 1.26% 0.91% 0.91%
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%
SK hynix Inc1.72%
Royal Caribbean Cruises Ltd.1.00%
Only in FDGRX — Fidelity Growth Company Fund
StockWeight
SNDK3.90%
CIEN3.77%
Space Exploration Technologies2.39%
P1.38%
ORCL1.02%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →
Frequently Asked Questions (FAQs)
What is the portfolio overlap between AFICX and FDGRX?

AFICX (American Funds Fundamental Investors) and FDGRX (Fidelity Growth Company Fund) share 31.6% portfolio overlap as of AFICX's March 31, 2026 filing and FDGRX's May 31, 2026 filing, across 89 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 FDGRX 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 FDGRX?

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

Related Comparisons
AFICX — American Funds Fundamental Investors vs FBGRX — Fidelity Blue Chip Growth FundAFICX — American Funds Fundamental Investors vs SPY — SPDR® S&P 500® ETF TrustAFMFX — American Mutual Fund vs FDGRX — Fidelity Growth Company FundABALX — American Balanced Fund vs AFICX — American Funds Fundamental InvestorsAFICX — American Funds Fundamental Investors vs SPYM — State Street(R) SPDR(R) Portfolio S&P 500(R) ETFFDGRX — Fidelity Growth Company Fund vs SWPPX — Schwab S&P 500 Index Fund