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NAEFX vs RSLDX
NAEFX vs RSLDX Comparison
Open Charts NAEFX vs RSLDX
New Alternatives Investor
Price$70.11
Change-$0.03 (-0.04%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World R5E
Price$71.03
Change-$0.34 (-0.48%)
VolumeN/A
CapitalizationN/A
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NAEFX vs RSLDX Comparison Chart
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NAEFX vs. RSLDX commentary
Sep 21, 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 StrongBuy and RSLDX is a Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 76.8B vs. NAEFX (295M). NAEFX pays higher dividends than RSLDX: NAEFX (2.92) vs RSLDX (0.83). NAEFX was incepted earlier than RSLDX: NAEFX (10 years) vs RSLDX (9 years). RSLDX is a more actively managed with annual turnover of: 29.00 vs. NAEFX (7.97). RSLDX has a lower initial minimum investment than NAEFX: RSLDX (250) vs NAEFX (3500). RSLDX annual gain was more profitable for investors over the last year : 15.90 vs. NAEFX (9.57). NAEFX (25.17) and RSLDX (24.74) have equivalent 5 years return.
| NAEFX | RSLDX | NAEFX / RSLDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 6.526 | 4.765 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 76.8B | 0% |
| Annual Yield % from dividends | 2.92 | 0.83 | 353% |
| Returns for 1 year | 9.57 | 15.90 | 60% |
| Returns for 3 years | -22.03 | -24.21 | 91% |
| Returns for 5 years | 25.17 | 24.74 | 102% |
| Returns for 10 years | N/A | N/A | - |
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