ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFMFX vs DODGX: Portfolio Overlap

American Mutual Fund vs Dodge & Cox Stock Fund

18.1%
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
DODGX
86 equity holdings
as of March 31, 2026
27 stocks held in common
Overlap View Venn Diagram
18.1% OVERLAP AFMFX DODGX
Overlapping Holdings
10 Top 10 of 27 shared, by overlap contribution
# Stock AFMFX DODGX Overlap%
1
MSFT
 5.25% 2.50% 2.50%
2
META
 2.16% 1.76% 1.76%
3
RTX
 1.50% 4.10% 1.50%
4
GOOGL
 1.43% 2.11% 1.43%
5
GILD
 1.38% 2.22% 1.38%
6
WFC
 1.27% 1.57% 1.27%
7
GOOG
 1.12% 1.42% 1.12%
8
CARR
 1.73% 1.01% 1.01%
9
APD
 0.87% 1.57% 0.87%
10
CVS
 0.84% 2.14% 0.84%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFMFX — American Mutual Fund
StockWeight
AVGO4.69%
LLY3.05%
PM2.99%
SBUX2.50%
AAPL2.42%
Only in DODGX — Dodge & Cox Stock Fund
StockWeight
JCI3.25%
OXY2.90%
Taiwan Semiconductor Manufacturing Co Ltd2.52%
MET2.34%
FDX2.18%

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

AFMFX (American Mutual Fund) and DODGX (Dodge & Cox Stock Fund) share 18.1% portfolio overlap as of AFMFX's April 30, 2026 filing and DODGX's March 31, 2026 filing, across 27 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 DODGX 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 DODGX?

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

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