ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AWSHX vs DODGX: Portfolio Overlap

Washington Mutual Investors Fund vs Dodge & Cox Stock Fund

17.9%
Weighted portfolio overlap
Low Overlap

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

AWSHX
198 equity holdings
as of April 30, 2026
DODGX
86 equity holdings
as of March 31, 2026
26 stocks held in common
Overlap View Venn Diagram
17.9% OVERLAP AWSHX DODGX
Overlapping Holdings
10 Top 10 of 26 shared, by overlap contribution
# Stock AWSHX DODGX Overlap%
1
MSFT
 4.82% 2.50% 2.50%
2
GOOGL
 2.09% 2.11% 2.09%
3
UNH
 1.59% 1.55% 1.55%
4
GOOG
 1.61% 1.42% 1.42%
5
RTX
 1.42% 4.10% 1.42%
6
META
 1.41% 1.76% 1.41%
7
CVS
 1.28% 2.14% 1.28%
8
COP
 0.84% 0.82% 0.82%
9
APD
 0.79% 1.57% 0.79%
10
GILD
 0.75% 2.22% 0.75%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AWSHX — Washington Mutual Investors Fund
StockWeight
AVGO7.79%
PM3.58%
AAPL2.52%
WELL1.78%
NVDA1.70%
Only in DODGX — Dodge & Cox Stock Fund
StockWeight
JCI3.25%
OXY2.90%
Taiwan Semiconductor Manufacturing Co Ltd2.52%
MET2.34%
GSK PLC2.09%

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

AWSHX (Washington Mutual Investors Fund) and DODGX (Dodge & Cox Stock Fund) share 17.9% portfolio overlap as of AWSHX's April 30, 2026 filing and DODGX's March 31, 2026 filing, across 26 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 AWSHX and DODGX 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 AWSHX and DODGX?

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

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