ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AFMFX) and May 31, 2026 (FDGRX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFMFX vs FDGRX: Portfolio Overlap

American Mutual Fund vs Fidelity Growth Company Fund

23.3%
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
FDGRX
507 equity holdings
as of May 31, 2026
63 stocks held in common
Overlap View Venn Diagram
23.3% OVERLAP AFMFX FDGRX
Overlapping Holdings
10 Top 10 of 63 shared, by overlap contribution
# Stock AFMFX FDGRX Overlap%
1
MSFT
 5.25% 5.95% 5.25%
2
AAPL
 2.42% 7.58% 2.42%
3
AVGO
 4.69% 2.29% 2.29%
4
LLY
 3.05% 2.25% 2.25%
5
META
 2.16% 2.83% 2.16%
6
GOOGL
 1.43% 4.44% 1.43%
7
GOOG
 1.12% 3.13% 1.12%
8
MA
 0.72% 0.64% 0.64%
9
PM
 2.99% 0.58% 0.58%
10
GLW
 0.74% 0.56% 0.56%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFMFX — American Mutual Fund
StockWeight
CSCO2.14%
CARR1.73%
CNP1.61%
NEE1.53%
RTX1.50%
Only in FDGRX — Fidelity Growth Company Fund
StockWeight
NVDA15.80%
AMZN5.31%
SNDK3.90%
CIEN3.77%
Space Exploration Technologies2.39%

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

AFMFX (American Mutual Fund) and FDGRX (Fidelity Growth Company Fund) share 23.3% portfolio overlap as of AFMFX's April 30, 2026 filing and FDGRX's May 31, 2026 filing, across 63 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 FDGRX 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 FDGRX?

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

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