ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AGTHX vs FCNTX: Portfolio Overlap

Growth Fund of America vs Fidelity Contrafund

45.6%
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
FCNTX
389 equity holdings
as of March 31, 2026
144 stocks held in common
Overlap View Venn Diagram
45.6% OVERLAP AGTHX FCNTX
Overlapping Holdings
10 Top 10 of 144 shared, by overlap contribution
# Stock AGTHX FCNTX Overlap%
1
NVDA
 6.25% 9.48% 6.25%
2
META
 4.18% 10.35% 4.18%
3
AMZN
 4.00% 5.76% 4.00%
4
GOOGL
 3.12% 3.91% 3.12%
5
MSFT
 4.25% 2.99% 2.99%
6
GOOG
 3.04% 2.42% 2.42%
7
AVGO
 5.21% 1.88% 1.88%
8
LLY
 2.99% 1.84% 1.84%
9
AAPL
 1.71% 2.35% 1.71%
10
NFLX
 1.36% 1.81% 1.36%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AGTHX — Growth Fund of America
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd2.52%
Royal Caribbean Cruises Ltd.1.33%
UBER1.07%
MSTR1.06%
TDG0.91%
Only in FCNTX — Fidelity Contrafund
StockWeight
Space Exploration Technologies5.13%
Berkshire Hathaway Inc4.15%
GILD0.92%
LOW0.88%
Tencent Holdings Ltd0.63%

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

AGTHX (Growth Fund of America) and FCNTX (Fidelity Contrafund) share 45.6% portfolio overlap as of AGTHX's May 31, 2026 filing and FCNTX's March 31, 2026 filing, across 144 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 FCNTX 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 FCNTX?

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

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