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NAEFX vs RSLDX
NAEFX vs RSLDX Comparison
Open Charts NAEFX vs RSLDX
New Alternatives Investor
Price$64.35
Change+$0.97 (+1.53%)
VolumeN/A
Net Assets242.77M
American Funds SMALLCAP World R5E
Price$64.30
Change+$1.12 (+1.77%)
VolumeN/A
Net Assets67.94B
NAEFX vs RSLDX Comparison Chart
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NAEFX vs. RSLDX commentary
Apr 25, 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 RSLDX is a Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 67.9B vs. NAEFX (243M). NAEFX pays higher dividends than RSLDX: NAEFX (1.66) vs RSLDX (0.89). NAEFX was incepted earlier than RSLDX: NAEFX (10 years) vs RSLDX (9 years). NAEFX (1.21) is less costly to investors than RSLDX (0.80). RSLDX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (7.97). RSLDX has a lower initial minimum investment than NAEFX: RSLDX (250) vs NAEFX (3500). NAEFX annual gain was more profitable for investors over the last year : 6.66 vs. RSLDX (-1.63). RSLDX return over 5 years is better than : 29.64 vs. NAEFX (23.50).
| NAEFX | RSLDX | NAEFX / RSLDX | |
| Total Expense Ratio | 1.21 | 0.80 | 151% |
| Annual Report Gross Expense Ratio | 1.21 | 0.80 | 151% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 4.899 | -5.566 | -88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 67.9B | 0% |
| Annual Yield % from dividends | 1.66 | 0.89 | 186% |
| Returns for 1 year | 6.66 | -1.63 | -409% |
| Returns for 3 years | -17.87 | 2.03 | -878% |
| Returns for 5 years | 23.50 | 29.64 | 79% |
| Returns for 10 years | 34.47 | N/A | - |