Ad is loading...
NAEFX vs RSLBX
NAEFX vs RSLBX Comparison
Open Charts NAEFX vs RSLBX
New Alternatives Investor
Price$60.11
Change+$2.69 (+4.68%)
VolumeN/A
Net Assets221.22M
American Funds SMALLCAP World R2
Price$51.21
Change+$3.37 (+7.04%)
VolumeN/A
Net Assets61.55B
NAEFX vs RSLBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAEFX vs. RSLBX commentary
Apr 11, 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 RSLBX is a Buy.
FUNDAMENTALS
Fundamentals
RSLBX has more cash in the bank: 61.6B vs. NAEFX (221M). NAEFX pays higher dividends than RSLBX: NAEFX (1.66) vs RSLBX (0.02). NAEFX was incepted earlier than RSLBX: NAEFX (10 years) vs RSLBX (23 years). RSLBX (1.75) is less costly to investors than NAEFX (1.21). RSLBX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (7.97). RSLBX has a lower initial minimum investment than NAEFX: RSLBX (250) vs NAEFX (3500). NAEFX annual gain was more profitable for investors over the last year : -5.10 vs. RSLBX (-16.94). RSLBX return over 5 years is better than : 12.76 vs. NAEFX (10.03).
| NAEFX | RSLBX | NAEFX / RSLBX | |
| Total Expense Ratio | 1.21 | 1.75 | 69% |
| Annual Report Gross Expense Ratio | 1.21 | 1.75 | 69% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -4.965 | -16.100 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221M | 61.6B | 0% |
| Annual Yield % from dividends | 1.66 | 0.02 | 8,199% |
| Returns for 1 year | -5.10 | -16.94 | 30% |
| Returns for 3 years | -29.60 | -14.93 | 198% |
| Returns for 5 years | 10.03 | 12.76 | 79% |
| Returns for 10 years | 23.58 | 4.73 | 499% |
View a ticker or compare two or three
VS
VS
Ad is loading...