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NAEFX vs RSLBX
NAEFX vs RSLBX Comparison
Open Charts NAEFX vs RSLBX
New Alternatives Investor
Price$61.35
Change-$1.48 (-2.36%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World R2
Price$57.37
Change-$1.80 (-3.04%)
VolumeN/A
CapitalizationN/A
NAEFX vs RSLBX Comparison Chart
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NAEFX vs. RSLBX commentary
Dec 19, 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 Hold and RSLBX is a Hold.
FUNDAMENTALS
Fundamentals
RSLBX has more cash in the bank: 76.3B vs. NAEFX (254M). 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 : 3.28 vs. NAEFX (-2.60). RSLBX (6.29) and NAEFX (6.06) have equivalent 5 years return.
| 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 | -3.553 | 2.191 | -162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254M | 76.3B | 0% |
| Annual Yield % from dividends | 2.92 | 0.15 | 2,010% |
| Returns for 1 year | -2.60 | 3.28 | -79% |
| Returns for 3 years | -26.14 | -12.81 | 204% |
| Returns for 5 years | 6.06 | 6.29 | 96% |
| Returns for 10 years | N/A | 22.51 | - |
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