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NAEFX vs RSLEX
NAEFX vs RSLEX Comparison
Open Charts NAEFX vs RSLEX
New Alternatives Investor
Price$71.88
Change-$1.14 (-1.56%)
VolumeN/A
Net Assets267.61M
American Funds SMALLCAP World R4
Price$73.27
Change-$0.58 (-0.79%)
VolumeN/A
Net Assets80.59B
NAEFX vs RSLEX Comparison Chart in %
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NAEFX vs. RSLEX 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 RSLEX is a Hold.
FUNDAMENTALS
Fundamentals
RSLEX has more cash in the bank: 80.6B vs. NAEFX (268M). NAEFX pays higher dividends than RSLEX: NAEFX (1.45) vs RSLEX (0.60). NAEFX was incepted earlier than RSLEX: NAEFX (11 years) vs RSLEX (23 years). NAEFX (1.28) is less costly to investors than RSLEX (1.00). RSLEX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (5.94). RSLEX has a lower initial minimum investment than NAEFX: RSLEX (250) vs NAEFX (3500). NAEFX annual gain was more profitable for investors over the last year : 10.92 vs. RSLEX (6.97). RSLEX return over 5 years is better than : 14.55 vs. NAEFX (5.59).
| NAEFX | RSLEX | NAEFX / RSLEX | |
| Total Expense Ratio | 1.28 | 1.00 | 128% |
| Annual Report Gross Expense Ratio | 1.28 | 1.00 | 128% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 20.854 | 9.741 | 214% |
| 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 | 0.60 | 241% |
| Returns for 1 year | 10.92 | 6.97 | 157% |
| Returns for 3 years | -2.22 | 33.74 | -7% |
| Returns for 5 years | 5.59 | 14.55 | 38% |
| Returns for 10 years | 91.20 | 61.56 | 148% |
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