ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AFMFX vs VWELX: Portfolio Overlap

American Mutual Fund vs Vanguard Wellington Fund

31.7%
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
VWELX
82 equity holdings
as of May 31, 2026
33 stocks held in common
Overlap View Venn Diagram
31.7% OVERLAP AFMFX VWELX
Overlapping Holdings
10 Top 10 of 33 shared, by overlap contribution
# Stock AFMFX VWELX Overlap%
1
MSFT
 5.25% 5.77% 5.25%
2
AVGO
 4.69% 4.16% 4.16%
3
AAPL
 2.42% 6.29% 2.42%
4
META
 2.16% 2.59% 2.16%
5
LLY
 3.05% 1.88% 1.88%
6
GOOGL
 1.43% 7.36% 1.43%
7
GE
 1.86% 1.12% 1.12%
8
HD
 1.54% 0.96% 0.96%
9
WFC
 1.27% 0.87% 0.87%
10
TSM
 1.75% 0.83% 0.83%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFMFX — American Mutual Fund
StockWeight
SBUX2.50%
CSCO2.14%
ABBV2.09%
MDLZ1.99%
CARR1.73%
Only in VWELX — VANGUARD WELLINGTON FUND
StockWeight
NVDA7.89%
AMZN5.30%
AMD1.77%
MU1.69%
MRK1.45%

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

AFMFX (American Mutual Fund) and VWELX (Vanguard Wellington Fund) share 31.7% portfolio overlap as of AFMFX's April 30, 2026 filing and VWELX's May 31, 2026 filing, across 33 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 VWELX 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 VWELX?

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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