ABALX vs FXAIX: 30% overlap

American Funds American Balanced A and Fidelity 500 Index share 29.8% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published 31 days apart — FXAIX as of 2026-02-28, the rest through 2026-03-31. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
1.7Effective Funds

You would hold two tickers and get the diversification of 1.7. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
29.8%
ABALX expense ratio
0.56%
FXAIX expense ratio
0.01%

Top shared holdings

ABALX and FXAIX hold 112 of the same securities. The ten contributing most to the overlap figure:

Holdingin ABALXin FXAIXΔ
AVGO3.4%2.6%0.8%
NVDA2.0%7.3%5.3%
MSFT2.0%5.0%3.0%
GOOGL1.7%3.1%1.3%
GOOG1.4%2.5%1.0%
LLY1.3%1.4%0.1%
V1.0%0.9%0.1%
AMZN0.8%3.5%2.7%
MU1.3%0.8%0.5%
META0.7%2.4%1.7%

Where ABALX and FXAIX differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorABALXFXAIXΔ
Unclassified22.7%3.3%+19.4pp
Information Technology16.0%31.8%15.8pp
Treasuries12.3%0.0%+12.3pp
Communication Services5.1%10.5%5.4pp
Consumer Discretionary4.7%9.7%4.9pp
Corporate — industrial & other3.6%0.0%+3.6pp
Financials8.9%12.0%3.1pp
Health Care6.7%9.6%2.9pp

Δ is ABALX minus FXAIX, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in ABALX
1,326 positions

55.8% of ABALX by weight, held in no part of FXAIX.

Only in FXAIX
393 positions

38.5% of FXAIX by weight, held in no part of ABALX.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

ABALXFXAIX
Top 10 holdings36.3%36.4%
Positions held1,439506
Cost per $10,000 held, per year$56$1

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do ABALX and FXAIX overlap?

ABALX and FXAIX overlap 29.8% by portfolio weight — moderate overlap. They share 112 holdings. The figure comes from current issuer holdings files (ABALX as of 2026-03-31, FXAIX as of 2026-02-28).

How is the overlap between ABALX and FXAIX calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If ABALX holds a stock at 6% and FXAIX holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both ABALX and FXAIX?

That depends on your goals — we state facts, not advice. At 29.8% overlap, each fund still contributes meaningfully distinct exposure.

What does ABALX own that FXAIX doesn't?

ABALX holds 1,439 positions and FXAIX holds 506; 1,326 of ABALX's positions don't appear in FXAIX at all, and they are 55.8% of ABALX by weight.

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Sources: issuer holdings files, ABALX as of 2026-03-31, FXAIX as of 2026-02-28. Weights are fractions of each fund. Diagnostics, not advice.