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NAEFX vs RSLBX
NAEFX vs RSLBX Comparison
Open Charts NAEFX vs RSLBX
New Alternatives Investor
Price$59.25
Change+$0.69 (+1.18%)
VolumeN/A
Net Assets233.01M
American Funds SMALLCAP World R2
Price$58.78
Change+$0.61 (+1.05%)
VolumeN/A
Net Assets75.73B
NAEFX vs RSLBX Comparison Chart
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NAEFX vs. RSLBX commentary
Jan 31, 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: 75.7B vs. NAEFX (233M). NAEFX pays higher dividends than RSLBX: NAEFX (2.92) vs RSLBX (0.15). NAEFX was incepted earlier than RSLBX: NAEFX (10 years) vs RSLBX (23 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 : 8.15 vs. NAEFX (-2.83). RSLBX return over 5 years is better than : 14.51 vs. NAEFX (-1.62).
| NAEFX | RSLBX | NAEFX / RSLBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -3.078 | 3.087 | -100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 75.7B | 0% |
| Annual Yield % from dividends | 2.92 | 0.15 | 2,010% |
| Returns for 1 year | -2.83 | 8.15 | -35% |
| Returns for 3 years | -24.07 | -2.30 | 1,045% |
| Returns for 5 years | -1.62 | 14.51 | -11% |
| Returns for 10 years | 36.32 | 39.73 | 91% |