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NAEFX vs RSLBX
NAEFX vs RSLBX Comparison
Open Charts NAEFX vs RSLBX
New Alternatives Investor
Price$70.11
Change-$0.03 (-0.04%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World R2
Price$59.16
Change-$0.28 (-0.47%)
VolumeN/A
CapitalizationN/A
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NAEFX vs RSLBX Comparison Chart
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NAEFX vs. RSLBX commentary
Sep 21, 2024
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 StrongBuy and RSLBX is a Buy.
FUNDAMENTALS
Fundamentals
RSLBX has more cash in the bank: 76.8B vs. NAEFX (295M). NAEFX pays higher dividends than RSLBX: NAEFX (2.92) vs RSLBX (0.15). NAEFX was incepted earlier than RSLBX: NAEFX (10 years) vs RSLBX (22 years). RSLBX is a more actively managed with annual turnover of: 29.00 vs. NAEFX (7.97). RSLBX has a lower initial minimum investment than NAEFX: RSLBX (250) vs NAEFX (3500). RSLBX annual gain was more profitable for investors over the last year : 17.30 vs. NAEFX (9.57). NAEFX return over 5 years is better than : 25.17 vs. RSLBX (18.40).
| NAEFX | RSLBX | NAEFX / RSLBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 22 years | - |
| Gain YTD | 6.526 | 5.878 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 76.8B | 0% |
| Annual Yield % from dividends | 2.92 | 0.15 | 2,010% |
| Returns for 1 year | 9.57 | 17.30 | 55% |
| Returns for 3 years | -22.03 | -24.60 | 90% |
| Returns for 5 years | 25.17 | 18.40 | 137% |
| Returns for 10 years | N/A | 28.19 | - |