ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFMFX vs FCNTX: Portfolio Overlap

American Mutual Fund vs Fidelity Contrafund

26.9%
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
FCNTX
389 equity holdings
as of March 31, 2026
62 stocks held in common
Overlap View Venn Diagram
26.9% OVERLAP AFMFX FCNTX
Overlapping Holdings
10 Top 10 of 62 shared, by overlap contribution
# Stock AFMFX FCNTX Overlap%
1
MSFT
 5.25% 2.99% 2.99%
2
AAPL
 2.42% 2.35% 2.35%
3
META
 2.16% 10.35% 2.16%
4
AVGO
 4.69% 1.88% 1.88%
5
LLY
 3.05% 1.84% 1.84%
6
XOM
 1.45% 1.54% 1.45%
7
GOOGL
 1.43% 3.91% 1.43%
8
TSM
 1.75% 1.28% 1.28%
9
GOOG
 1.12% 2.42% 1.12%
10
GE
 1.86% 1.11% 1.11%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFMFX — American Mutual Fund
StockWeight
MDLZ1.99%
CARR1.73%
CNP1.61%
NEE1.53%
Linde PLC1.27%
Only in FCNTX — Fidelity Contrafund
StockWeight
NVDA9.48%
AMZN5.76%
Space Exploration Technologies5.13%
NFLX1.81%
GEV1.29%

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

AFMFX (American Mutual Fund) and FCNTX (Fidelity Contrafund) share 26.9% portfolio overlap as of AFMFX's April 30, 2026 filing and FCNTX's March 31, 2026 filing, across 62 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 FCNTX 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 FCNTX?

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

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