ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (AIVSX) and April 30, 2026 (AMECX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AIVSX vs AMECX: Portfolio Overlap

Investment Co of America vs Income Fund of America

20.2%
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.

AIVSX
171 equity holdings
as of March 31, 2026
AMECX
201 equity holdings
as of April 30, 2026
53 stocks held in common
Overlap View Venn Diagram
20.2% OVERLAP AIVSX AMECX
Overlapping Holdings
10 Top 10 of 53 shared, by overlap contribution
# Stock AIVSX AMECX Overlap%
1
PM
 2.36% 3.00% 2.36%
2
AVGO
 6.31% 2.19% 2.19%
3
Taiwan Semiconductor Manufacturing Co Ltd
 1.62% 2.01% 1.62%
4
SBUX
 1.31% 1.96% 1.31%
5
JPM
 1.09% 1.13% 1.09%
6
ABBV
 1.12% 1.07% 1.07%
7
UNH
 1.07% 2.28% 1.07%
8
HD
 1.19% 1.01% 1.01%
9
Canadian Natural Resources Ltd
 0.98% 1.79% 0.98%
10
MSFT
 5.81% 0.76% 0.76%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AIVSX — Investment Co of America
StockWeight
NVDA6.71%
AMZN4.85%
LLY3.45%
British American Tobacco PLC2.72%
META2.68%
Only in AMECX — Income Fund of America
StockWeight
SO2.23%
TotalEnergies SE1.88%
Agnico Eagle Mines Ltd1.81%
EXC1.76%
Vale SA1.35%

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

AIVSX (Investment Co of America) and AMECX (Income Fund of America) share 20.2% portfolio overlap as of AIVSX's March 31, 2026 filing and AMECX's April 30, 2026 filing, across 53 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 AMECX 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 AIVSX and AMECX?

The most prominent shared holdings (by combined weight) are: PM, AVGO, Taiwan Semiconductor Manufacturing Co Ltd. See the full common-holdings table on this page for weights in each fund.

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