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NAEFX vs RSLBX
NAEFX vs RSLBX Comparison
Open Charts NAEFX vs RSLBX
New Alternatives Investor
Price$75.85
Change-$0.89 (-1.16%)
VolumeN/A
Net Assets276.68M
American Funds SMALLCAP World R2
Price$61.15
Change-$0.31 (-0.50%)
VolumeN/A
Net Assets79.34B
NAEFX vs RSLBX Comparison Chart in %
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NAEFX vs. RSLBX commentary
Nov 20, 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: 79.3B vs. NAEFX (277M). NAEFX pays higher dividends than RSLBX: NAEFX (1.37) 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 : 22.06 vs. RSLBX (5.64). RSLBX return over 5 years is better than : -3.24 vs. NAEFX (-4.10).
| 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 | 27.011 | 7.287 | 371% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 79.3B | 0% |
| Annual Yield % from dividends | 1.37 | 0.06 | 2,464% |
| Returns for 1 year | 22.06 | 5.64 | 391% |
| Returns for 3 years | 9.11 | 26.40 | 35% |
| Returns for 5 years | -4.10 | -3.24 | 127% |
| Returns for 10 years | 105.27 | 40.20 | 262% |
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