ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFMFX vs FCISX: Portfolio Overlap

American Mutual Fund vs Franklin Income Fund

23.2%
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
FCISX
72 equity holdings
as of March 31, 2026
35 stocks held in common
Overlap View Venn Diagram
23.2% OVERLAP AFMFX FCISX
Overlapping Holdings
10 Top 10 of 35 shared, by overlap contribution
# Stock AFMFX FCISX Overlap%
1
ABBV
 2.09% 2.90% 2.09%
2
CSCO
 2.14% 2.07% 2.07%
3
HD
 1.54% 2.92% 1.54%
4
XOM
 1.45% 7.53% 1.45%
5
UNP
 1.20% 2.15% 1.20%
6
JNJ
 1.13% 1.08% 1.08%
7
KO
 1.37% 1.01% 1.01%
8
ABT
 0.96% 2.60% 0.96%
9
APD
 0.87% 3.22% 0.87%
10
Medtronic PLC
 0.80% 0.96% 0.80%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFMFX — American Mutual Fund
StockWeight
AVGO4.69%
LLY3.05%
SBUX2.50%
AAPL2.42%
META2.16%
Only in FCISX — Franklin Income Fund
StockWeight
CVX6.89%
SO3.86%
DUK2.91%
IBM2.15%
PFE2.12%

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

AFMFX (American Mutual Fund) and FCISX (Franklin Income Fund) share 23.2% portfolio overlap as of AFMFX's April 30, 2026 filing and FCISX's March 31, 2026 filing, across 35 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 FCISX 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 FCISX?

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

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