ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AMECX) and May 31, 2026 (VWELX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AMECX vs VWELX: Portfolio Overlap

Income Fund of America vs Vanguard Wellington Fund

10.9%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

AMECX
201 equity holdings
as of April 30, 2026
VWELX
82 equity holdings
as of May 31, 2026
17 stocks held in common
Overlap View Venn Diagram
10.9% OVERLAP AMECX VWELX
Overlapping Holdings
10 Top 10 of 17 shared, by overlap contribution
# Stock AMECX VWELX Overlap%
1
AVGO
 2.19% 4.16% 2.19%
2
HD
 1.01% 0.96% 0.96%
3
DRI
 1.19% 0.86% 0.86%
4
MSFT
 0.76% 5.77% 0.76%
5
KO
 1.03% 0.74% 0.74%
6
UNH
 2.28% 0.73% 0.73%
7
SPG
 0.72% 1.28% 0.72%
8
CVS
 1.94% 0.66% 0.66%
9
FITB
 1.32% 0.62% 0.62%
10
AIG
 0.59% 0.70% 0.59%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AMECX — Income Fund of America
StockWeight
AMGN2.58%
EOG2.47%
SO2.23%
Taiwan Semiconductor Manufacturing Co Ltd2.01%
GILD1.99%
Only in VWELX — VANGUARD WELLINGTON FUND
StockWeight
NVDA7.89%
GOOGL7.36%
AAPL6.29%
AMZN5.30%
META2.59%

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

AMECX (Income Fund of America) and VWELX (Vanguard Wellington Fund) share 10.9% portfolio overlap as of AMECX's April 30, 2026 filing and VWELX's May 31, 2026 filing, across 17 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 AMECX and VWELX invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both AMECX and VWELX?

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

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