AWSHX vs RGAGX: 44% overlap
American Funds Washington Mutual A and American Funds Growth Fund of America R6 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 — RGAGX 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
AWSHX and RGAGX hold 108 of the same securities. The ten contributing most to the overlap figure:
| Holding | in AWSHX | in RGAGX | Δ |
|---|---|---|---|
| AVGO | 7.5% | 4.3% | 3.2% |
| MSFT | 4.6% | 4.0% | 0.6% |
| 14020B | 3.4% | 3.5% | 0.1% |
| GOOGL | 2.0% | 2.9% | 0.9% |
| AAPL | 2.4% | 1.8% | 0.6% |
| NVDA | 1.6% | 6.1% | 4.4% |
| LLY | 1.6% | 3.3% | 1.7% |
| GOOG | 1.5% | 2.9% | 1.4% |
| META | 1.4% | 4.2% | 2.9% |
| RCL | 1.2% | 1.7% | 0.5% |
Where AWSHX and RGAGX 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 | AWSHX | RGAGX | Δ |
|---|---|---|---|
| Information Technology | 21.9% | 30.6% | −8.7pp |
| Financials | 15.0% | 6.5% | +8.4pp |
| Communication Services | 6.1% | 13.2% | −7.1pp |
| Consumer Discretionary | 6.9% | 12.7% | −5.8pp |
| Consumer Staples | 7.0% | 2.4% | +4.6pp |
| Utilities | 3.8% | 0.5% | +3.2pp |
| Real Estate | 3.3% | 0.6% | +2.8pp |
| Industrials | 11.7% | 9.8% | +1.9pp |
Δ is AWSHX minus RGAGX, 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
20.1% of AWSHX by weight, held in no part of RGAGX.
35.4% of RGAGX by weight, held in no part of AWSHX.
A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.
Concentration and cost
| AWSHX | RGAGX | |
|---|---|---|
| Top 10 holdings | 29.9% | 36.7% |
| Positions held | 197 | 309 |
| Cost per $10,000 held, per year | $57 | $30 |
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 AWSHX and RGAGX overlap?
AWSHX and RGAGX overlap 43.6% by portfolio weight — moderate overlap. They share 108 holdings. The figure comes from current issuer holdings files (AWSHX as of 2026-04-30, RGAGX as of 2026-02-28).
How is the overlap between AWSHX and RGAGX calculated?
As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If AWSHX holds a stock at 6% and RGAGX 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 AWSHX and RGAGX?
That depends on your goals — we state facts, not advice. At 43.6% overlap, each fund still contributes meaningfully distinct exposure.
What does AWSHX own that RGAGX doesn't?
AWSHX holds 197 positions and RGAGX holds 309; 89 of AWSHX's positions don't appear in RGAGX at all, and they are 20.1% of AWSHX by weight.
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Related comparisons
Sources: issuer holdings files, AWSHX as of 2026-04-30, RGAGX as of 2026-02-28. Weights are fractions of each fund. Diagnostics, not advice.