Fund comparison · from official SEC filings

AMECX vs RIDGX: how much do they overlap?

Income Fund of America and Income Fund of America
Holdings overlap
100%
of assets, by weight
Shared positions
3,198
of 3,198 / 3,198 holdings
AMECX expense ratio
0.56%
net, per year
RIDGX expense ratio
0.26%
net, per year
AMECX and RIDGX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AMECX
RIDGX
C
CMQXXCAPITAL GROUP CNTRL CSH-M
6.66%
6.66%
P
PMPHILIP MORRIS INTERNATIONAL
2.08%
2.08%
A
AMGNAMGEN INC
1.79%
1.79%
E
EOGEOG RESOURCES INC
1.71%
1.71%
U
UNHUNITEDHEALTH GROUP INC
1.58%
1.58%
S
SOSOUTHERN CO/THE
1.54%
1.54%
A
AVGOBROADCOM INC
1.52%
1.52%
T
TSMWFTAIWAN SEMICONDUCTOR MANUFAC
1.39%
1.39%
G
GILDGILEAD SCIENCES INC
1.38%
1.38%
S
SBUXSTARBUCKS CORP
1.36%
1.36%
C
CVSCVS HEALTH CORP
1.34%
1.34%
T
TTETOTALENERGIES SE
1.31%
1.31%
A
AEMAGNICO EAGLE MINES LTD
1.26%
1.26%
C
CNQCANADIAN NATURAL RESOURCES
1.24%
1.24%
E
EXCEXELON CORP
1.22%
1.22%
B
BAESFBAE SYSTEMS PLC
1.13%
1.13%
V
VALE3VALE SA
0.94%
0.94%
F
FITBFIFTH THIRD BANCORP
0.92%
0.92%
T
T 3.875 03.31.31US TREASURY N/B
0.90%
0.90%
C
CMCSACOMCAST CORP-CLASS A
0.88%
0.88%
T
TAT&T INC
0.87%
0.87%
U
UNPUNION PACIFIC CORP
0.86%
0.86%
N
NGGTFNATIONAL GRID PLC
0.83%
0.83%
D
DRIDARDEN RESTAURANTS INC
0.82%
0.82%
S
SLBSLB LTD
0.82%
0.82%
Only in AMECX
Nothing exclusive.
Only in RIDGX
Nothing exclusive.
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
AMECX vs RIDGX: 100% holdings overlap — Unwrap.Fund