ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (AIVSX) and May 31, 2026 (AMCFX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AIVSX vs AMCFX Holdings as of March 31, 2026 (AIVSX) and May 31, 2026 (AMCFX)

AIVSX vs AMCFX: Portfolio Overlap

Investment Co of America vs AMCAP Fund

58.9%
Weighted portfolio overlap
High Overlap

The two funds are running highly redundant strategies — the same market exposure is paid for through two expense ratios.

AIVSX
171 equity holdings
as of March 31, 2026
AMCFX
113 equity holdings
as of May 31, 2026
73 stocks held in common
Overlap View Venn Diagram
58.9% OVERLAP AIVSX AMCFX
Overlapping Holdings
10 Top 10 of 73 shared, by overlap contribution
# Stock AIVSX AMCFX Overlap%
1
NVDA
 6.71% 7.16% 6.71%
2
AVGO
 6.31% 7.72% 6.31%
3
MSFT
 5.81% 5.73% 5.73%
4
AMZN
 4.85% 6.32% 4.85%
5
LLY
 3.45% 4.67% 3.45%
6
META
 2.68% 3.91% 2.68%
7
GOOGL
 2.57% 5.87% 2.57%
8
AAPL
 2.29% 2.00% 2.00%
9
VRTX
 1.73% 2.18% 1.73%
10
GOOG
 2.19% 1.64% 1.64%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AIVSX — Investment Co of America
StockWeight
British American Tobacco PLC2.72%
HD1.19%
WFC1.15%
ABBV1.12%
Canadian Natural Resources Ltd0.98%
Only in AMCFX — AMCAP Fund
StockWeight
VIKING HOLDINGS LTD1.81%
ENTG0.98%
WDC0.96%
AFRM0.85%
SNPS0.81%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between AIVSX and AMCFX?

AIVSX (Investment Co of America) and AMCFX (AMCAP Fund) share 58.9% portfolio overlap as of AIVSX's March 31, 2026 filing and AMCFX's May 31, 2026 filing, across 73 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 AIVSX and AMCFX invest in the same stocks?

Largely yes. A substantial portion of both portfolios consists of the same stocks, leaving limited room for differentiation.

What are the top stocks held by both AIVSX and AMCFX?

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

Related Comparisons
AIVSX — Investment Co of America vs FSPSX — Fidelity International Index FundAMCFX — AMCAP Fund vs JLGMX — JPMorgan Large Cap Growth FundAFMFX — American Mutual Fund vs AIVSX — Investment Co of AmericaAMCFX — AMCAP Fund vs QQQM — Invesco NASDAQ 100 ETFAIVSX — Investment Co of America vs RSP — Invesco S&P 500 Equal Weight ETFAMCFX — AMCAP Fund vs FCFMX — Fidelity Series Total Market Index Fund