ETF and Mutual Fund Analysis

Holdings as of March 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AIVSX vs ANWFX Holdings as of March 31, 2026

AIVSX vs ANWFX: Portfolio Overlap

Investment Co of America vs New Perspective Fund

36.7%
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.

AIVSX
171 equity holdings
as of March 31, 2026
ANWFX
276 equity holdings
as of March 31, 2026
79 stocks held in common
Overlap View Venn Diagram
36.7% OVERLAP AIVSX ANWFX
Overlapping Holdings
10 Top 10 of 79 shared, by overlap contribution
# Stock AIVSX ANWFX Overlap%
1
NVDA
 6.71% 3.10% 3.10%
2
AVGO
 6.31% 2.95% 2.95%
3
MSFT
 5.81% 2.70% 2.70%
4
META
 2.68% 3.79% 2.68%
5
Taiwan Semiconductor Manufacturing Co Ltd
 1.62% 4.26% 1.62%
6
LLY
 3.45% 1.53% 1.53%
7
GOOG
 2.19% 1.47% 1.47%
8
AMZN
 4.85% 1.45% 1.45%
9
GOOGL
 2.57% 1.37% 1.37%
10
Royal Caribbean Cruises Ltd.
 1.98% 1.25% 1.25%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AIVSX — Investment Co of America
StockWeight
UBER1.70%
AMAT1.34%
WFC1.15%
UNH1.07%
ORCL0.95%
Only in ANWFX — New Perspective Fund
StockWeight
AstraZeneca PLC2.09%
TotalEnergies SE1.20%
UNICREDIT SPA1.08%
DSV A/S0.91%
COST0.84%

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

AIVSX (Investment Co of America) and ANWFX (New Perspective Fund) share 36.7% portfolio overlap as of their March 31, 2026 filings, across 79 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 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 AIVSX and ANWFX?

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.

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