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NAEFX vs RSLBX
NAEFX vs RSLBX Comparison
Open Charts NAEFX vs RSLBX
New Alternatives Investor
Price$71.88
Change-$1.14 (-1.56%)
VolumeN/A
Net Assets267.61M
American Funds SMALLCAP World R2
Price$62.24
Change-$0.49 (-0.78%)
VolumeN/A
Net Assets80.59B
NAEFX vs RSLBX Comparison Chart in %
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NAEFX vs. RSLBX commentary
Sep 03, 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 StrongBuy and RSLBX is a Hold.
FUNDAMENTALS
Fundamentals
RSLBX has more cash in the bank: 80.6B vs. NAEFX (268M). 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 : 10.92 vs. RSLBX (6.17). RSLBX return over 5 years is better than : 8.59 vs. NAEFX (5.59).
| 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 | 20.854 | 9.200 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 80.6B | 0% |
| Annual Yield % from dividends | 1.45 | 0.06 | 2,572% |
| Returns for 1 year | 10.92 | 6.17 | 177% |
| Returns for 3 years | -2.22 | 30.76 | -7% |
| Returns for 5 years | 5.59 | 8.59 | 65% |
| Returns for 10 years | 91.20 | 44.85 | 203% |
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