ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFICX vs FXAIX: Portfolio Overlap

American Funds Fundamental Investors vs Fidelity 500 Index Fund

42.5%
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
FXAIX
503 equity holdings
as of May 31, 2026
144 stocks held in common
Overlap View Venn Diagram
42.5% OVERLAP AFICX FXAIX
Overlapping Holdings
10 Top 10 of 144 shared, by overlap contribution
# Stock AFICX FXAIX Overlap%
1
MSFT
 4.67% 5.15% 4.67%
2
NVDA
 3.74% 7.90% 3.74%
3
AVGO
 6.15% 3.26% 3.26%
4
AMZN
 2.90% 4.07% 2.90%
5
GOOG
 3.77% 2.71% 2.71%
6
META
 2.40% 2.13% 2.13%
7
MU
 2.20% 1.68% 1.68%
8
GOOGL
 1.65% 3.41% 1.65%
9
AAPL
 1.58% 7.05% 1.58%
10
LLY
 0.98% 1.35% 0.98%
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%
Taiwan Semiconductor Manufacturing Co Ltd2.24%
SK hynix Inc1.72%
TSM1.18%
MELI0.90%
Only in FXAIX — Fidelity 500 Index Fund
StockWeight
AMD1.30%
JNJ0.84%
CSCO0.73%
LRCX0.61%
ORCL0.59%

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 FXAIX?

AFICX (American Funds Fundamental Investors) and FXAIX (Fidelity 500 Index Fund) share 42.5% portfolio overlap as of AFICX's March 31, 2026 filing and FXAIX's May 31, 2026 filing, across 144 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 FXAIX 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 FXAIX?

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

Related Comparisons
FXAIX — Fidelity 500 Index Fund vs IJR — iShares Core S&P Small-Cap ETFAFICX — American Funds Fundamental Investors vs FBGRX — Fidelity Blue Chip Growth FundAFICX — American Funds Fundamental Investors vs FDGRX — Fidelity Growth Company FundAFICX — American Funds Fundamental Investors vs SPY — SPDR® S&P 500® ETF TrustABALX — 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) ETF