ETF and Mutual Fund Analysis

Holdings as of April 30, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AFMFX vs AWSHX Holdings as of April 30, 2026

AFMFX vs AWSHX: Portfolio Overlap

American Mutual Fund vs Washington Mutual Investors Fund

52.7%
Weighted portfolio overlap
High Overlap

The two funds are running highly redundant strategies — the same market exposure is paid for through two expense ratios.

AFMFX
154 equity holdings
as of April 30, 2026
AWSHX
198 equity holdings
as of April 30, 2026
102 stocks held in common
Overlap View Venn Diagram
52.7% OVERLAP AFMFX AWSHX
Overlapping Holdings
10 Top 10 of 102 shared, by overlap contribution
# Stock AFMFX AWSHX Overlap%
1
MSFT
 5.25% 4.82% 4.82%
2
AVGO
 4.69% 7.79% 4.69%
3
PM
 2.99% 3.58% 2.99%
4
AAPL
 2.42% 2.52% 2.42%
5
LLY
 3.05% 1.69% 1.69%
6
JPM
 2.03% 1.50% 1.50%
7
GOOGL
 1.43% 2.09% 1.43%
8
RTX
 1.50% 1.42% 1.42%
9
META
 2.16% 1.41% 1.41%
10
BTI
 1.20% 1.40% 1.20%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFMFX — American Mutual Fund
StockWeight
TSM1.75%
CARR1.73%
NEE1.53%
Medtronic PLC0.80%
GLW0.74%
Only in AWSHX — Washington Mutual Investors Fund
StockWeight
NVDA1.70%
Royal Caribbean Cruises Ltd.1.20%
ASML1.13%
DE1.09%
KDP0.78%

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

AFMFX (American Mutual Fund) and AWSHX (Washington Mutual Investors Fund) share 52.7% portfolio overlap as of their April 30, 2026 filings, across 102 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 AWSHX invest in the same stocks?

Largely yes. A substantial portion of both portfolios consists of the same stocks, leaving limited room for differentiation.

What are the top stocks held by both AFMFX and AWSHX?

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

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