AIVSX vs AWSHX: 51% overlap
American Funds Investment Company of America A and American Funds Washington Mutual A share 51.0% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.
Different holding dates. These holdings were published 30 days apart — AIVSX as of 2026-03-31, 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 1.5. Two funds that shared nothing would score 2.0; two identical funds score 1.0.
Top shared holdings
AIVSX and AWSHX hold 98 of the same securities. The ten contributing most to the overlap figure:
| Holding | in AIVSX | in AWSHX | Δ |
|---|---|---|---|
| AVGO | 6.1% | 7.5% | 1.4% |
| MSFT | 5.7% | 4.6% | 1.0% |
| 14020B | 3.1% | 3.4% | 0.3% |
| PM | 2.3% | 3.4% | 1.2% |
| AAPL | 2.2% | 2.4% | 0.2% |
| GOOGL | 2.5% | 2.0% | 0.5% |
| NVDA | 6.5% | 1.6% | 4.9% |
| LLY | 3.4% | 1.6% | 1.7% |
| GOOG | 2.1% | 1.5% | 0.6% |
| RTX | 1.5% | 1.4% | 0.1% |
Where AIVSX 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 | AIVSX | AWSHX | Δ |
|---|---|---|---|
| Information Technology | 29.2% | 21.9% | +7.3pp |
| Financials | 8.2% | 15.0% | −6.8pp |
| Communication Services | 9.9% | 6.1% | +3.8pp |
| Consumer Discretionary | 10.0% | 6.9% | +3.1pp |
| Real Estate | 0.8% | 3.3% | −2.5pp |
| Unclassified | 5.5% | 7.9% | −2.4pp |
| Utilities | 2.3% | 3.8% | −1.5pp |
| Energy | 1.9% | 3.3% | −1.4pp |
Δ is AIVSX 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
21.5% of AIVSX by weight, held in no part of AWSHX.
24.2% of AWSHX by weight, held in no part of AIVSX.
A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.
Concentration and cost
| AIVSX | AWSHX | |
|---|---|---|
| Top 10 holdings | 39.5% | 29.9% |
| Positions held | 168 | 197 |
| Cost per $10,000 held, per year | $58 | $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 AIVSX and AWSHX overlap?
AIVSX and AWSHX overlap 51.0% by portfolio weight — substantial duplication if you hold both. They share 98 holdings. The figure comes from current issuer holdings files (AIVSX as of 2026-03-31, AWSHX as of 2026-04-30).
How is the overlap between AIVSX and AWSHX calculated?
As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If AIVSX 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 AIVSX and AWSHX?
That depends on your goals — we state facts, not advice. At 51.0% overlap, each fund still contributes meaningfully distinct exposure.
What does AIVSX own that AWSHX doesn't?
AIVSX holds 168 positions and AWSHX holds 197; 70 of AIVSX's positions don't appear in AWSHX at all, and they are 21.5% of AIVSX by weight.
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Related comparisons
Sources: issuer holdings files, AIVSX as of 2026-03-31, AWSHX as of 2026-04-30. Weights are fractions of each fund. Diagnostics, not advice.