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NAEFX vs RSLDX
NAEFX vs RSLDX Comparison
Open Charts NAEFX vs RSLDX
New Alternatives Investor
Price$75.85
Change-$0.89 (-1.16%)
VolumeN/A
Net Assets276.68M
American Funds SMALLCAP World R5E
Price$73.64
Change-$0.38 (-0.51%)
VolumeN/A
Net Assets79.34B
NAEFX vs RSLDX Comparison Chart in %
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NAEFX vs. RSLDX 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 RSLDX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 79.3B vs. NAEFX (277M). NAEFX pays higher dividends than RSLDX: NAEFX (1.37) vs RSLDX (0.78). NAEFX was incepted earlier than RSLDX: NAEFX (11 years) vs RSLDX (10 years). NAEFX (1.28) is less costly to investors than RSLDX (0.80). RSLDX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (5.94). 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 : 22.06 vs. RSLDX (6.65). RSLDX return over 5 years is better than : 3.12 vs. NAEFX (-4.10).
| NAEFX | RSLDX | NAEFX / RSLDX | |
| Total Expense Ratio | 1.28 | 0.80 | 160% |
| Annual Report Gross Expense Ratio | 1.28 | 0.80 | 160% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 27.011 | 8.186 | 330% |
| 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 | 0.78 | 177% |
| Returns for 1 year | 22.06 | 6.65 | 332% |
| Returns for 3 years | 9.11 | 29.81 | 31% |
| Returns for 5 years | -4.10 | 3.12 | -131% |
| Returns for 10 years | 105.27 | 59.21 | 178% |
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