ETF and Mutual Fund Analysis

Holdings as of May 31, 2026 (AGTHX) and March 31, 2026 (ANWFX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AGTHX vs ANWFX Holdings as of May 31, 2026 (AGTHX) and March 31, 2026 (ANWFX)

AGTHX vs ANWFX: Portfolio Overlap

Growth Fund of America vs New Perspective Fund

48.3%
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.

AGTHX
313 equity holdings
as of May 31, 2026
ANWFX
276 equity holdings
as of March 31, 2026
120 stocks held in common
Overlap View Venn Diagram
48.3% OVERLAP AGTHX ANWFX
Overlapping Holdings
10 Top 10 of 120 shared, by overlap contribution
# Stock AGTHX ANWFX Overlap%
1
META
 4.18% 3.79% 3.79%
2
NVDA
 6.25% 3.10% 3.10%
3
AVGO
 5.21% 2.95% 2.95%
4
MSFT
 4.25% 2.70% 2.70%
5
TSLA
 2.56% 2.66% 2.56%
6
Taiwan Semiconductor Manufacturing Co Ltd
 2.52% 4.26% 2.52%
7
LLY
 2.99% 1.53% 1.53%
8
GOOG
 3.04% 1.47% 1.47%
9
AMZN
 4.00% 1.45% 1.45%
10
GOOGL
 3.12% 1.37% 1.37%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AGTHX — Growth Fund of America
StockWeight
ANTHROPIC PBC1.42%
UBER1.07%
ORCL0.81%
AMAT0.76%
CVNA0.61%
Only in ANWFX — New Perspective Fund
StockWeight
AstraZeneca PLC2.09%
TotalEnergies SE1.20%
UNICREDIT SPA1.08%
DSV A/S0.91%
AIA Group Ltd0.81%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between AGTHX and ANWFX?

AGTHX (Growth Fund of America) and ANWFX (New Perspective Fund) share 48.3% portfolio overlap as of AGTHX's May 31, 2026 filing and ANWFX's March 31, 2026 filing, across 120 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 AGTHX and ANWFX 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 AGTHX and ANWFX?

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

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