ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AWSHX vs FCISX: Portfolio Overlap

Washington Mutual Investors Fund vs Franklin Income Fund

16.2%
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
FCISX
72 equity holdings
as of March 31, 2026
35 stocks held in common
Overlap View Venn Diagram
16.2% OVERLAP AWSHX FCISX
Overlapping Holdings
10 Top 10 of 35 shared, by overlap contribution
# Stock AWSHX FCISX Overlap%
1
XOM
1.01% 7.53% 1.01%
2
ABBV
0.99% 2.90% 0.99%
3
BAC
1.66% 0.97% 0.97%
4
BLK
0.80% 0.85% 0.80%
5
APD
0.79% 3.22% 0.79%
6
UNP
0.76% 2.15% 0.76%
7
NOC
1.28% 0.76% 0.76%
8
PM
3.58% 0.73% 0.73%
9
ABT
0.70% 2.60% 0.70%
10
CMCSA
0.69% 1.02% 0.69%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AWSHX — Washington Mutual Investors Fund
StockWeight
AVGO7.79%
AAPL2.52%
GOOGL2.09%
WELL1.78%
NVDA1.70%
Only in FCISX — Franklin Income Fund
StockWeight
PEP3.45%
DUK2.91%
PFE2.12%
HON2.01%
SHEL1.86%

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

AWSHX (Washington Mutual Investors Fund) and FCISX (Franklin Income Fund) share 16.2% portfolio overlap as of AWSHX's April 30, 2026 filing and FCISX's March 31, 2026 filing, across 35 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 FCISX 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 FCISX?

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