AGTHX vs AWSHX: 44% overlap
American Funds Growth Fund of America A and American Funds Washington Mutual A share 43.6% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.
Different holding dates. These holdings were published about 2 months apart — AGTHX as of 2026-02-28, the rest through 2026-04-30. Each fund is compared using its most recent file, so any trading in between shows up as a difference.
You would hold two tickers and get the diversification of 1.6. Two funds that shared nothing would score 2.0; two identical funds score 1.0.
Top shared holdings
AGTHX and AWSHX hold 108 of the same securities. The ten contributing most to the overlap figure:
| Holding | in AGTHX | in AWSHX | Δ |
|---|---|---|---|
| AVGO | 4.3% | 7.5% | 3.2% |
| MSFT | 4.0% | 4.6% | 0.6% |
| 14020B | 3.5% | 3.4% | 0.1% |
| GOOGL | 2.9% | 2.0% | 0.9% |
| AAPL | 1.8% | 2.4% | 0.6% |
| NVDA | 6.1% | 1.6% | 4.4% |
| LLY | 3.3% | 1.6% | 1.7% |
| GOOG | 2.9% | 1.5% | 1.4% |
| META | 4.2% | 1.4% | 2.9% |
| RCL | 1.7% | 1.2% | 0.5% |
Where AGTHX and AWSHX 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.
| Sector | AGTHX | AWSHX | Δ |
|---|---|---|---|
| Information Technology | 30.6% | 21.9% | +8.7pp |
| Financials | 6.5% | 15.0% | −8.4pp |
| Communication Services | 13.2% | 6.1% | +7.1pp |
| Consumer Discretionary | 12.7% | 6.9% | +5.8pp |
| Consumer Staples | 2.4% | 7.0% | −4.6pp |
| Utilities | 0.5% | 3.8% | −3.2pp |
| Real Estate | 0.6% | 3.3% | −2.8pp |
| Industrials | 9.8% | 11.7% | −1.9pp |
Δ is AGTHX minus AWSHX, 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
35.4% of AGTHX by weight, held in no part of AWSHX.
20.1% of AWSHX by weight, held in no part of AGTHX.
A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.
Concentration and cost
| AGTHX | AWSHX | |
|---|---|---|
| Top 10 holdings | 36.7% | 29.9% |
| Positions held | 309 | 197 |
| Cost per $10,000 held, per year | $61 | $57 |
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 AGTHX and AWSHX overlap?
AGTHX and AWSHX overlap 43.6% by portfolio weight — moderate overlap. They share 108 holdings. The figure comes from current issuer holdings files (AGTHX as of 2026-02-28, AWSHX as of 2026-04-30).
How is the overlap between AGTHX and AWSHX calculated?
As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If AGTHX holds a stock at 6% and AWSHX 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 AGTHX and AWSHX?
That depends on your goals — we state facts, not advice. At 43.6% overlap, each fund still contributes meaningfully distinct exposure.
What does AGTHX own that AWSHX doesn't?
AGTHX holds 309 positions and AWSHX holds 197; 200 of AGTHX's positions don't appear in AWSHX at all, and they are 35.4% of AGTHX by weight.
You probably hold more than two funds
This page compares AGTHX and AWSHX. Paste your whole portfolio — brokerage, 401(k), IRA — and see the overlap across every fund at once, plus what you actually own underneath them and your own Effective Funds number. Free, no account, nothing stored.
X-ray my portfolio — free →Watch AGTHX vs AWSHX
We re-read both funds’ published holdings every weeknight. Leave an address and we'll tell you when what's inside actually changes.
Not sending yet — email alerts are built but switched off, and you'll be among the first when they turn on. No spam, one-click unsubscribe.
Related comparisons
Sources: issuer holdings files, AGTHX as of 2026-02-28, AWSHX as of 2026-04-30. Weights are fractions of each fund. Diagnostics, not advice.