ETF and Mutual Fund Analysis

Holdings as of April 30, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AFMFX vs IEFA Holdings as of April 30, 2026

AFMFX vs IEFA: Portfolio Overlap

American Mutual Fund vs iShares Core MSCI EAFE ETF

0.3%
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
IEFA
2632 equity holdings
as of April 30, 2026
3 stocks held in common
Overlap View Venn Diagram
0.3% OVERLAP AFMFX IEFA
Overlapping Holdings
3 Sorted by overlap contribution
# Stock AFMFX IEFA Overlap%
1
AstraZeneca PLC
 0.11% 1.17% 0.11%
2
Sandoz Group AG
 0.10% 0.13% 0.10%
3
Sanofi SA
 0.05% 0.41% 0.05%
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 IEFA — iShares Core MSCI EAFE ETF
StockWeight
ASML Holding NV2.23%
HSBC HOLDINGS PLC1.25%
Roche Holding AG1.14%
Novartis AG1.11%
NESTLE' SA/AG1.03%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →
Frequently Asked Questions (FAQs)
What is the portfolio overlap between AFMFX and IEFA?

AFMFX (American Mutual Fund) and IEFA (iShares Core MSCI EAFE ETF) share 0.2% portfolio overlap as of their April 30, 2026 filings, across 3 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 IEFA 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 IEFA?

The most prominent shared holdings (by combined weight) are: AstraZeneca PLC, Sandoz Group AG, Sanofi SA. See the full common-holdings table on this page for weights in each fund.

Related Comparisons
IEFA — iShares Core MSCI EAFE ETF vs IJR — iShares Core S&P Small-Cap ETFAFMFX — American Mutual Fund vs FXAIX — Fidelity 500 Index FundAFMFX — American Mutual Fund vs SPY — SPDR® S&P 500® ETF TrustAFMFX — American Mutual Fund vs VUG — VANGUARD GROWTH INDEX FUNDEAGRX — First Eagle Global Fund vs IEFA — iShares Core MSCI EAFE ETFAFMFX — American Mutual Fund vs IWF — iShares Russell 1000 Growth ETF