Home > Compare > AFICX vs JLGMX Holdings as of March 31, 2026

AFICX vs JLGMX: Portfolio Overlap

American Funds Fundamental Investors vs JPMorgan Large Cap Growth Fund

33.1%

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

JLGMX

82 equity holdings
as of March 31, 2026

46 stocks held in common

Overlap View Venn Diagram

Overlapping Holdings

10 Top 10 of 46 shared, by overlap contribution

#	Stock	AFICX	JLGMX	Overlap%
1	MSFT	4.67%	4.68%	4.67%
2	GOOG	3.77%	8.37%	3.77%
3	NVDA	3.74%	10.29%	3.74%
4	AVGO	6.15%	2.96%	2.96%
5	META	2.40%	3.14%	2.40%
6	AMZN	2.90%	2.05%	2.05%
7	PM	4.13%	1.69%	1.69%
8	AAPL	1.58%	9.15%	1.58%
9	TSM	1.18%	1.40%	1.18%
10	LLY	0.98%	2.19%	0.98%

Most Divergent Holdings Stocks held by one fund but absent from the other

Only in AFICX — American Funds Fundamental Investors

Stock	Weight
British American Tobacco PLC	2.38%
TDG	2.25%
Taiwan Semiconductor Manufacturing Co Ltd	2.24%
MU	2.20%
SK hynix Inc	1.72%

Only in JLGMX — JPMorgan Large Cap Growth Fund

Stock	Weight
JNJ	2.27%
INSM	1.70%
GILD	1.68%
KO	1.43%
IBM	1.38%

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Frequently Asked Questions (FAQs)

What is the portfolio overlap between AFICX and JLGMX?

AFICX (American Funds Fundamental Investors) and JLGMX (JPMorgan Large Cap Growth Fund) share 33.1% portfolio overlap as of their March 31, 2026 filings, across 46 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 JLGMX 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 JLGMX?

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

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