ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AFMFX) and May 31, 2026 (AGTHX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AFMFX vs AGTHX Holdings as of April 30, 2026 (AFMFX) and May 31, 2026 (AGTHX)

AFMFX vs AGTHX: Portfolio Overlap

American Mutual Fund vs Growth Fund of America

32.1%
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.

AFMFX
154 equity holdings
as of April 30, 2026
AGTHX
313 equity holdings
as of May 31, 2026
76 stocks held in common
Overlap View Venn Diagram
32.1% OVERLAP AFMFX AGTHX
Overlapping Holdings
10 Top 10 of 76 shared, by overlap contribution
# Stock AFMFX AGTHX Overlap%
1
AVGO
 4.69% 5.21% 4.69%
2
MSFT
 5.25% 4.25% 4.25%
3
LLY
 3.05% 2.99% 2.99%
4
META
 2.16% 4.18% 2.16%
5
AAPL
 2.42% 1.71% 1.71%
6
GOOGL
 1.43% 3.12% 1.43%
7
GOOG
 1.12% 3.04% 1.12%
8
PM
 2.99% 0.82% 0.82%
9
GE
 1.86% 0.79% 0.79%
10
APH
 0.78% 0.76% 0.76%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFMFX — American Mutual Fund
StockWeight
MDLZ1.99%
CNP1.61%
GILD1.38%
BTI1.20%
IP0.96%
Only in AGTHX — Growth Fund of America
StockWeight
NVDA6.25%
AMZN4.00%
MU2.72%
TSLA2.56%
Taiwan Semiconductor Manufacturing Co Ltd2.52%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between AFMFX and AGTHX?

AFMFX (American Mutual Fund) and AGTHX (Growth Fund of America) share 32.1% portfolio overlap as of AFMFX's April 30, 2026 filing and AGTHX's May 31, 2026 filing, across 76 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 AFMFX and AGTHX 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 AFMFX and AGTHX?

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

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