ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AIVSX vs AWSHX: Portfolio Overlap

Investment Co of America vs Washington Mutual Investors Fund

49.4%
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
AWSHX
198 equity holdings
as of April 30, 2026
99 stocks held in common
Overlap View Venn Diagram
49.4% OVERLAP AIVSX AWSHX
Overlapping Holdings
10 Top 10 of 99 shared, by overlap contribution
# Stock AIVSX AWSHX Overlap%
1
AVGO
 6.31% 7.79% 6.31%
2
MSFT
 5.81% 4.82% 4.82%
3
PM
 2.36% 3.58% 2.36%
4
AAPL
 2.29% 2.52% 2.29%
5
GOOGL
 2.57% 2.09% 2.09%
6
NVDA
 6.71% 1.70% 1.70%
7
LLY
 3.45% 1.69% 1.69%
8
GOOG
 2.19% 1.61% 1.61%
9
RTX
 1.52% 1.42% 1.42%
10
META
 2.68% 1.41% 1.41%
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%
UBER1.70%
Taiwan Semiconductor Manufacturing Co Ltd1.62%
CARR1.11%
ORCL0.95%
Only in AWSHX — Washington Mutual Investors Fund
StockWeight
BAC1.66%
DE1.09%
TFC1.01%
COP0.84%
KDP0.78%

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

AIVSX (Investment Co of America) and AWSHX (Washington Mutual Investors Fund) share 49.4% portfolio overlap as of AIVSX's March 31, 2026 filing and AWSHX's April 30, 2026 filing, across 99 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 AWSHX 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 AWSHX?

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

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