ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AFMFX) and March 31, 2026 (ANWFX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFMFX vs ANWFX: Portfolio Overlap

American Mutual Fund vs New Perspective Fund

23.3%
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
ANWFX
276 equity holdings
as of March 31, 2026
60 stocks held in common
Overlap View Venn Diagram
23.3% OVERLAP AFMFX ANWFX
Overlapping Holdings
10 Top 10 of 60 shared, by overlap contribution
# Stock AFMFX ANWFX Overlap%
1
AVGO
 4.69% 2.95% 2.95%
2
MSFT
 5.25% 2.70% 2.70%
3
META
 2.16% 3.79% 2.16%
4
LLY
 3.05% 1.53% 1.53%
5
GOOGL
 1.43% 1.37% 1.37%
6
GOOG
 1.12% 1.47% 1.12%
7
PM
 2.99% 1.09% 1.09%
8
GE
 1.86% 0.75% 0.75%
9
SBUX
 2.50% 0.65% 0.65%
10
AAPL
 2.42% 0.62% 0.62%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFMFX — American Mutual Fund
StockWeight
CSCO2.14%
TSM1.75%
CNP1.61%
NEE1.53%
XOM1.45%
Only in ANWFX — New Perspective Fund
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd4.26%
NVDA3.10%
TSLA2.66%
AMZN1.45%
Royal Caribbean Cruises Ltd.1.25%

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 AFMFX and ANWFX?

AFMFX (American Mutual Fund) and ANWFX (New Perspective Fund) share 23.3% portfolio overlap as of AFMFX's April 30, 2026 filing and ANWFX's March 31, 2026 filing, across 60 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 ANWFX 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 ANWFX?

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

Related Comparisons
ANWFX — New Perspective Fund vs IJH — iShares Core S&P Mid-Cap ETFAFMFX — American Mutual Fund vs DODGX — Dodge & Cox Stock FundANWFX — New Perspective Fund vs CSPAX — SMALLCAP World Fund IncANWFX — New Perspective Fund vs VTV — VANGUARD VALUE INDEX FUNDANWFX — New Perspective Fund vs RSP — Invesco S&P 500 Equal Weight ETFANWFX — New Perspective Fund vs IVV — iShares Core S&P 500 ETF