ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFICX vs VWELX: Portfolio Overlap

American Funds Fundamental Investors vs Vanguard Wellington Fund

31.9%
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
VWELX
82 equity holdings
as of May 31, 2026
33 stocks held in common
Overlap View Venn Diagram
31.9% OVERLAP AFICX VWELX
Overlapping Holdings
10 Top 10 of 33 shared, by overlap contribution
# Stock AFICX VWELX Overlap%
1
MSFT
 4.67% 5.77% 4.67%
2
AVGO
 6.15% 4.16% 4.16%
3
NVDA
 3.74% 7.89% 3.74%
4
AMZN
 2.90% 5.30% 2.90%
5
META
 2.40% 2.59% 2.40%
6
MU
 2.20% 1.69% 1.69%
7
GOOGL
 1.65% 7.36% 1.65%
8
AAPL
 1.58% 6.29% 1.58%
9
British American Tobacco PLC
 2.38% 1.14% 1.14%
10
LLY
 0.98% 1.88% 0.98%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFICX — American Funds Fundamental Investors
StockWeight
GOOG3.77%
TDG2.25%
Taiwan Semiconductor Manufacturing Co Ltd2.24%
SK hynix Inc1.72%
V1.26%
Only in VWELX — VANGUARD WELLINGTON FUND
StockWeight
AMD1.77%
MRK1.45%
UBS Group AG1.39%
NDAQ1.37%
DVN1.29%

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

AFICX (American Funds Fundamental Investors) and VWELX (Vanguard Wellington Fund) share 31.9% portfolio overlap as of AFICX's March 31, 2026 filing and VWELX's May 31, 2026 filing, across 33 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 VWELX 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 VWELX?

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

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