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 SWPPX Holdings as of April 30, 2026

AFMFX vs SWPPX: Portfolio Overlap

American Mutual Fund vs Schwab S&P 500 Index Fund

41.0%
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
SWPPX
501 equity holdings
as of April 30, 2026
126 stocks held in common
Overlap View Venn Diagram
41.0% OVERLAP AFMFX SWPPX
Overlapping Holdings
10 Top 10 of 126 shared, by overlap contribution
# Stock AFMFX SWPPX Overlap%
1
MSFT
 5.25% 4.90% 4.90%
2
AVGO
 4.69% 3.21% 3.21%
3
AAPL
 2.42% 6.45% 2.42%
4
META
 2.16% 2.17% 2.16%
5
GOOGL
 1.43% 3.63% 1.43%
6
JPM
 2.03% 1.37% 1.37%
7
LLY
 3.05% 1.20% 1.20%
8
GOOG
 1.12% 2.89% 1.12%
9
XOM
 1.45% 1.04% 1.04%
10
JNJ
 1.13% 0.90% 0.90%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFMFX — American Mutual Fund
StockWeight
TSM1.75%
BTI1.20%
TC Energy Corp0.93%
Rolls-Royce Holdings PLC0.63%
WSO0.61%
Only in SWPPX — Schwab S&P 500 Index Fund
StockWeight
NVDA7.85%
AMZN4.19%
TSLA1.74%
WMT0.94%
MU0.94%

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

AFMFX (American Mutual Fund) and SWPPX (Schwab S&P 500 Index Fund) share 41.0% portfolio overlap as of their April 30, 2026 filings, across 126 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 SWPPX 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 SWPPX?

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

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