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NAEFX vs RSLBX
NAEFX vs RSLBX Comparison
Open Charts NAEFX vs RSLBX
New Alternatives Investor
Price$73.63
Change-$0.35 (-0.47%)
VolumeN/A
Net Assets269.35M
American Funds SMALLCAP World R2
Price$62.54
Change-$0.64 (-1.01%)
VolumeN/A
Net Assets81.26B
NAEFX vs RSLBX Comparison Chart in %
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NAEFX vs. RSLBX commentary
Sep 26, 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 Buy and RSLBX is a Hold.
FUNDAMENTALS
Fundamentals
RSLBX has more cash in the bank: 81.3B vs. NAEFX (269M). NAEFX pays higher dividends than RSLBX: NAEFX (1.45) vs RSLBX (0.06). NAEFX was incepted earlier than RSLBX: NAEFX (11 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 : 6.44 vs. RSLBX (5.97). RSLBX return over 5 years is better than : 10.01 vs. NAEFX (7.85).
| NAEFX | RSLBX | NAEFX / RSLBX | |
| Total Expense Ratio | 1.28 | 1.75 | 73% |
| Annual Report Gross Expense Ratio | 1.28 | 1.75 | 73% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 22.443 | 9.726 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 81.3B | 0% |
| Annual Yield % from dividends | 1.45 | 0.06 | 2,572% |
| Returns for 1 year | 6.44 | 5.97 | 108% |
| Returns for 3 years | 9.73 | 42.21 | 23% |
| Returns for 5 years | 7.85 | 10.01 | 78% |
| Returns for 10 years | 111.52 | 51.83 | 215% |
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