ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AWSHX vs FCNTX: Portfolio Overlap

Washington Mutual Investors Fund vs Fidelity Contrafund

32.5%
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.

AWSHX
198 equity holdings
as of April 30, 2026
FCNTX
389 equity holdings
as of March 31, 2026
80 stocks held in common
Overlap View Venn Diagram
32.5% OVERLAP AWSHX FCNTX
Overlapping Holdings
10 Top 10 of 80 shared, by overlap contribution
# Stock AWSHX FCNTX Overlap%
1
MSFT
4.82% 2.99% 2.99%
2
AAPL
2.52% 2.35% 2.35%
3
GOOGL
2.09% 3.91% 2.09%
4
AVGO
7.79% 1.88% 1.88%
5
NVDA
1.70% 9.48% 1.70%
6
LLY
1.69% 1.84% 1.69%
7
GOOG
1.61% 2.42% 1.61%
8
META
1.41% 10.35% 1.41%
9
V
1.34% 1.30% 1.30%
10
GE
1.20% 1.11% 1.11%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AWSHX — Washington Mutual Investors Fund
StockWeight
MRSH1.63%
BTI1.40%
CVS1.28%
Royal Caribbean Cruises Ltd.1.20%
TFC1.01%
Only in FCNTX — Fidelity Contrafund
StockWeight
Space Exploration Technologies5.13%
Berkshire Hathaway Inc4.15%
TSM1.28%
LOW0.88%
Tencent Holdings Ltd0.63%

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

AWSHX (Washington Mutual Investors Fund) and FCNTX (Fidelity Contrafund) share 32.5% portfolio overlap as of AWSHX's April 30, 2026 filing and FCNTX's March 31, 2026 filing, across 80 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 FCNTX 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 AWSHX and FCNTX?

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