ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFMFX vs VUG: Portfolio Overlap

American Mutual Fund vs Vanguard Growth Index Fund

25.8%
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
VUG
153 equity holdings
as of March 31, 2026
30 stocks held in common
Overlap View Venn Diagram
25.8% OVERLAP AFMFX VUG
Overlapping Holdings
10 Top 10 of 30 shared, by overlap contribution
# Stock AFMFX VUG Overlap%
1
MSFT
 5.25% 9.10% 5.25%
2
AVGO
 4.69% 4.41% 4.41%
3
LLY
 3.05% 2.60% 2.60%
4
AAPL
 2.42% 12.33% 2.42%
5
META
 2.16% 4.15% 2.16%
6
GOOGL
 1.43% 5.54% 1.43%
7
GOOG
 1.12% 4.39% 1.12%
8
MA
 0.72% 1.33% 0.72%
9
MCD
 0.59% 0.75% 0.59%
10
APH
 0.78% 0.53% 0.53%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFMFX — American Mutual Fund
StockWeight
PM2.99%
CSCO2.14%
ABBV2.09%
JPM2.03%
MDLZ1.99%
Only in VUG — VANGUARD GROWTH INDEX FUND
StockWeight
NVDA13.33%
AMZN4.60%
TSLA3.48%
NFLX1.36%
AMD1.11%

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

AFMFX (American Mutual Fund) and VUG (Vanguard Growth Index Fund) share 25.8% portfolio overlap as of AFMFX's April 30, 2026 filing and VUG's March 31, 2026 filing, across 30 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 VUG 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 VUG?

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

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