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NAEFX vs RSLAX
NAEFX vs RSLAX Comparison
Open Charts NAEFX vs RSLAX
New Alternatives Investor
Price$62.23
Change+$0.87 (+1.42%)
VolumeN/A
Net Assets235.92M
American Funds SMALLCAP World R1
Price$51.50
Change+$0.65 (+1.28%)
VolumeN/A
Net Assets65.73B
NAEFX vs RSLAX Comparison Chart
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NAEFX vs. RSLAX commentary
Apr 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NAEFX is a Hold and RSLAX is a Buy.
FUNDAMENTALS
Fundamentals
RSLAX has more cash in the bank: 65.7B vs. NAEFX (236M). NAEFX pays higher dividends than RSLAX: NAEFX (1.66) vs RSLAX (0.08). NAEFX was incepted earlier than RSLAX: NAEFX (10 years) vs RSLAX (23 years). RSLAX (1.74) is less costly to investors than NAEFX (1.21). RSLAX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (7.97). RSLAX has a lower initial minimum investment than NAEFX: RSLAX (250) vs NAEFX (3500). NAEFX annual gain was more profitable for investors over the last year : 5.03 vs. RSLAX (-7.21). RSLAX return over 5 years is better than : 21.62 vs. NAEFX (20.41).
| NAEFX | RSLAX | NAEFX / RSLAX | |
| Total Expense Ratio | 1.21 | 1.74 | 70% |
| Annual Report Gross Expense Ratio | 1.21 | 1.74 | 70% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 1.556 | -9.363 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 65.7B | 0% |
| Annual Yield % from dividends | 1.66 | 0.08 | 2,095% |
| Returns for 1 year | 5.03 | -7.21 | -70% |
| Returns for 3 years | -22.42 | -7.33 | 306% |
| Returns for 5 years | 20.41 | 21.62 | 94% |
| Returns for 10 years | 31.69 | 12.94 | 245% |
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