ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AWSHX) and May 31, 2026 (FXAIX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

AWSHX vs FXAIX: Portfolio Overlap

Washington Mutual Investors Fund vs Fidelity 500 Index Fund

45.5%
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
FXAIX
503 equity holdings
as of May 31, 2026
156 stocks held in common
Overlap View Venn Diagram
45.5% OVERLAP AWSHX FXAIX
Overlapping Holdings
10 Top 10 of 156 shared, by overlap contribution
# Stock AWSHX FXAIX Overlap%
1
MSFT
 4.82% 5.15% 4.82%
2
AVGO
 7.79% 3.26% 3.26%
3
AAPL
 2.52% 7.05% 2.52%
4
GOOGL
 2.09% 3.41% 2.09%
5
NVDA
 1.70% 7.90% 1.70%
6
GOOG
 1.61% 2.71% 1.61%
7
META
 1.41% 2.13% 1.41%
8
LLY
 1.69% 1.35% 1.35%
9
JPM
 1.50% 1.24% 1.24%
10
XOM
 1.01% 0.93% 0.93%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AWSHX — Washington Mutual Investors Fund
StockWeight
BTI1.40%
ASML1.13%
Wheaton Precious Metals Corp0.59%
Canadian Natural Resources Ltd0.54%
BOEING CO/THE0.38%
Only in FXAIX — Fidelity 500 Index Fund
StockWeight
TSLA1.89%
MU1.68%
AMD1.30%
LRCX0.61%
ORCL0.59%

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

AWSHX (Washington Mutual Investors Fund) and FXAIX (Fidelity 500 Index Fund) share 45.5% portfolio overlap as of AWSHX's April 30, 2026 filing and FXAIX's May 31, 2026 filing, across 156 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 FXAIX 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 FXAIX?

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

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