ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

ANWFX vs AWSHX: Portfolio Overlap

New Perspective Fund vs Washington Mutual Investors Fund

34.8%
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.

ANWFX
276 equity holdings
as of March 31, 2026
AWSHX
198 equity holdings
as of April 30, 2026
92 stocks held in common
Overlap View Venn Diagram
34.8% OVERLAP ANWFX AWSHX
Overlapping Holdings
10 Top 10 of 92 shared, by overlap contribution
# Stock ANWFX AWSHX Overlap%
1
AVGO
 2.95% 7.79% 2.95%
2
MSFT
 2.70% 4.82% 2.70%
3
NVDA
 3.10% 1.70% 1.70%
4
LLY
 1.53% 1.69% 1.53%
5
GOOG
 1.47% 1.61% 1.47%
6
META
 3.79% 1.41% 1.41%
7
GOOGL
 1.37% 2.09% 1.37%
8
Royal Caribbean Cruises Ltd.
 1.25% 1.20% 1.20%
9
PM
 1.09% 3.58% 1.09%
10
NOC
 0.96% 1.28% 0.96%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in ANWFX — New Perspective Fund
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd4.26%
TSLA2.66%
SHOP1.15%
UNICREDIT SPA1.08%
ASML Holding NV1.07%
Only in AWSHX — Washington Mutual Investors Fund
StockWeight
UNH1.59%
BTI1.40%
CVS1.28%
CEG1.18%
TFC1.01%

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

ANWFX (New Perspective Fund) and AWSHX (Washington Mutual Investors Fund) share 34.8% portfolio overlap as of ANWFX's March 31, 2026 filing and AWSHX's April 30, 2026 filing, across 92 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 ANWFX 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 ANWFX and AWSHX?

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

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