ETF and Mutual Fund Analysis

Holdings as of March 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFICX vs VIIIX: Portfolio Overlap

American Funds Fundamental Investors vs Vanguard Institutional Index Fund

41.0%
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
VIIIX
503 equity holdings
as of March 31, 2026
136 stocks held in common
Overlap View Venn Diagram
41.0% OVERLAP AFICX VIIIX
Overlapping Holdings
10 Top 10 of 136 shared, by overlap contribution
# Stock AFICX VIIIX Overlap%
1
MSFT
 4.67% 4.93% 4.67%
2
NVDA
 3.74% 7.60% 3.74%
3
AMZN
 2.90% 3.65% 2.90%
4
AVGO
 6.15% 2.63% 2.63%
5
GOOG
 3.77% 2.40% 2.40%
6
META
 2.40% 2.24% 2.24%
7
GOOGL
 1.65% 3.00% 1.65%
8
AAPL
 1.58% 6.68% 1.58%
9
LLY
 0.98% 1.31% 0.98%
10
V
 1.26% 0.88% 0.88%
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%
Royal Caribbean Cruises Ltd.1.00%
Only in VIIIX — VANGUARD INSTITUTIONAL INDEX FUND
StockWeight
JNJ1.06%
PLTR0.60%
AMD0.59%
CSCO0.55%
MRK0.54%

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 VIIIX?

AFICX (American Funds Fundamental Investors) and VIIIX (Vanguard Institutional Index Fund) share 41.0% portfolio overlap as of their March 31, 2026 filings, across 136 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 VIIIX 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 VIIIX?

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

Related Comparisons
AFICX — American Funds Fundamental Investors vs IEMG — iShares Core MSCI Emerging Markets ETFDODGX — Dodge & Cox Stock Fund vs VIIIX — VANGUARD INSTITUTIONAL INDEX FUNDAFICX — American Funds Fundamental Investors vs QQQM — Invesco NASDAQ 100 ETFIJH — iShares Core S&P Mid-Cap ETF vs VIIIX — VANGUARD INSTITUTIONAL INDEX FUNDAFMFX — American Mutual Fund vs VIIIX — VANGUARD INSTITUTIONAL INDEX FUNDAFICX — American Funds Fundamental Investors vs VTSAX — VANGUARD TOTAL STOCK MARKET INDEX FUND