ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFMFX vs VIIIX: Portfolio Overlap

American Mutual Fund vs Vanguard Institutional Index Fund

40.9%
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
VIIIX
503 equity holdings
as of March 31, 2026
122 stocks held in common
Overlap View Venn Diagram
40.9% OVERLAP AFMFX VIIIX
Overlapping Holdings
10 Top 10 of 122 shared, by overlap contribution
# Stock AFMFX VIIIX Overlap%
1
MSFT
 5.25% 4.93% 4.93%
2
AVGO
 4.69% 2.63% 2.63%
3
AAPL
 2.42% 6.68% 2.42%
4
META
 2.16% 2.24% 2.16%
5
GOOGL
 1.43% 3.00% 1.43%
6
JPM
 2.03% 1.34% 1.34%
7
LLY
 3.05% 1.31% 1.31%
8
XOM
 1.45% 1.27% 1.27%
9
GOOG
 1.12% 2.40% 1.12%
10
JNJ
 1.13% 1.06% 1.06%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFMFX — American Mutual Fund
StockWeight
TSM1.75%
Linde PLC1.27%
BTI1.20%
TC Energy Corp0.93%
Medtronic PLC0.80%
Only in VIIIX — VANGUARD INSTITUTIONAL INDEX FUND
StockWeight
NVDA7.60%
AMZN3.65%
TSLA1.87%
WMT0.98%
NFLX0.73%

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

AFMFX (American Mutual Fund) and VIIIX (Vanguard Institutional Index Fund) share 40.9% portfolio overlap as of AFMFX's April 30, 2026 filing and VIIIX's March 31, 2026 filing, across 122 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 VIIIX 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 VIIIX?

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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