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NAEFX vs RSLBX
NAEFX vs RSLBX Comparison
Open Charts NAEFX vs RSLBX
New Alternatives Investor
Price$69.64
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets259.17M
American Funds SMALLCAP World R2
Price$58.97
Change+$0.39 (+0.67%)
VolumeN/A
Net Assets75.3B
NAEFX vs RSLBX Comparison Chart
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NAEFX vs. RSLBX commentary
Jun 07, 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 Hold.
FUNDAMENTALS
Fundamentals
RSLBX has more cash in the bank: 75.3B vs. NAEFX (259M). NAEFX pays higher dividends than RSLBX: NAEFX (1.54) 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 (1.28). RSLBX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (5.94). 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 : 4.80 vs. RSLBX (4.00). NAEFX return over 5 years is better than : 16.81 vs. RSLBX (11.77).
| NAEFX | RSLBX | NAEFX / RSLBX | |
| Total Expense Ratio | 1.28 | 1.75 | 73% |
| Annual Report Gross Expense Ratio | 1.28 | 1.75 | 73% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 15.293 | 3.420 | 447% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259M | 75.3B | 0% |
| Annual Yield % from dividends | 1.54 | 0.02 | 8,218% |
| Returns for 1 year | 4.80 | 4.00 | 120% |
| Returns for 3 years | -11.52 | 14.37 | -80% |
| Returns for 5 years | 16.81 | 11.77 | 143% |
| Returns for 10 years | 50.17 | 26.11 | 192% |
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