ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFMFX vs CSPAX: Portfolio Overlap

American Mutual Fund vs SMALLCAP World Fund Inc

0.4%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

AFMFX
154 equity holdings
as of April 30, 2026
CSPAX
815 equity holdings
as of March 31, 2026
11 stocks held in common
Overlap View Venn Diagram
0.4% OVERLAP AFMFX CSPAX
Overlapping Holdings
10 Top 10 of 11 shared, by overlap contribution
# Stock AFMFX CSPAX Overlap%
1
FITB
 0.15% 0.14% 0.14%
2
EWBC
 0.20% 0.10% 0.10%
3
WSO
 0.61% 0.09% 0.09%
4
MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS
 0.01% 0.15% 0.01%
5
BLACKROCK LIQUIDITY FUNDS
 0.01% 0.15% 0.01%
6
DREYFUS TREASURY OBLIGATIONS CASH MANAGEMENT
 0.01% 0.05% 0.01%
7
State Street Global Advisors
 0.00% 0.12% 0.00%
8
Goldman Sachs Trust - Goldman Sachs Financial Square Government Fund Institutional Class
 0.00% 0.11% 0.00%
9
FIDELITY COLCHESTER STREET TRUST
 0.00% 0.06% 0.00%
10
INVESCO GOVT AND AGCY LEX
 0.00% 0.06% 0.00%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFMFX — American Mutual Fund
StockWeight
MSFT5.25%
AVGO4.69%
LLY3.05%
PM2.99%
SBUX2.50%
Only in CSPAX — SMALLCAP World Fund Inc
StockWeight
FIX1.52%
LITE1.32%
DIPLOMA PLC1.06%
TopBuild Corp0.91%
Kokusai Electric Corp0.81%

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

AFMFX (American Mutual Fund) and CSPAX (SMALLCAP World Fund Inc) share 0.4% portfolio overlap as of AFMFX's April 30, 2026 filing and CSPAX's March 31, 2026 filing, across 11 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 CSPAX invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

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

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

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