ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFMFX vs AMCFX: Portfolio Overlap

American Mutual Fund vs AMCAP Fund

32.7%
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
AMCFX
113 equity holdings
as of May 31, 2026
50 stocks held in common
Overlap View Venn Diagram
32.7% OVERLAP AFMFX AMCFX
Overlapping Holdings
10 Top 10 of 50 shared, by overlap contribution
# Stock AFMFX AMCFX Overlap%
1
MSFT
 5.25% 5.73% 5.25%
2
AVGO
 4.69% 7.72% 4.69%
3
LLY
 3.05% 4.67% 3.05%
4
META
 2.16% 3.91% 2.16%
5
AAPL
 2.42% 2.00% 2.00%
6
GOOGL
 1.43% 5.87% 1.43%
7
Linde PLC
 1.27% 1.26% 1.26%
8
AMAT
 1.43% 1.24% 1.24%
9
GOOG
 1.12% 1.64% 1.12%
10
GE
 1.86% 1.02% 1.02%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFMFX — American Mutual Fund
StockWeight
CSCO2.14%
ABBV2.09%
MDLZ1.99%
TSM1.75%
CNP1.61%
Only in AMCFX — AMCAP Fund
StockWeight
NVDA7.16%
AMZN6.32%
Taiwan Semiconductor Manufacturing Co Ltd3.41%
TDG2.33%
VRTX2.18%

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

AFMFX (American Mutual Fund) and AMCFX (AMCAP Fund) share 32.7% portfolio overlap as of AFMFX's April 30, 2026 filing and AMCFX's May 31, 2026 filing, across 50 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 AMCFX 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 AMCFX?

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

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