ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (PIMIX) and May 31, 2026 (VWELX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > PIMIX vs VWELX Holdings as of March 31, 2026 (PIMIX) and May 31, 2026 (VWELX)

PIMIX vs VWELX: Portfolio Overlap

PIMCO Income Fund vs Vanguard Wellington Fund

0.0%
Weighted portfolio overlap
Low Overlap

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

PIMIX
26 equity holdings
as of March 31, 2026
VWELX
82 equity holdings
as of May 31, 2026
0 stocks held in common
Overlap View Venn Diagram
0.0% OVERLAP PIMIX VWELX
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in PIMIX — PIMCO Income Fund
StockWeight
VICI25.03%
AMSURG (AMBULATORY TOPCO LLC)20.68%
COOPERATIEVE RABOBANK UA (AKA: RABOBANK NEDERLAND)18.56%
CCO9.50%
N/A9.43%
Only in VWELX — VANGUARD WELLINGTON FUND
StockWeight
NVDA7.89%
GOOGL7.36%
AAPL6.29%
MSFT5.77%
AMZN5.30%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between PIMIX and VWELX?

PIMIX (PIMCO Income Fund) and VWELX (Vanguard Wellington Fund) share 0.0% portfolio overlap as of PIMIX's March 31, 2026 filing and VWELX's May 31, 2026 filing, across 0 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 PIMIX and VWELX 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 PIMIX and VWELX?

The most prominent shared holdings (by combined weight) are: none found. See the full common-holdings table on this page for weights in each fund.

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