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NAEFX vs RSLEX
NAEFX vs RSLEX Comparison
Open Charts NAEFX vs RSLEX
New Alternatives Investor
Price$73.04
Change+$0.68 (+0.94%)
VolumeN/A
Net Assets267.21M
American Funds SMALLCAP World R4
Price$72.10
Change+$0.19 (+0.26%)
VolumeN/A
Net Assets78.52B
NAEFX vs RSLEX Comparison Chart in %
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NAEFX vs. RSLEX commentary
Jul 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 Buy and RSLEX is a Buy.
FUNDAMENTALS
Fundamentals
RSLEX has more cash in the bank: 78.5B vs. NAEFX (267M). NAEFX pays higher dividends than RSLEX: NAEFX (1.47) vs RSLEX (0.62). 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 : 17.22 vs. RSLEX (10.64). RSLEX (20.97) and NAEFX (20.45) have equivalent 5 years return.
| 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 | 19.762 | 7.989 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 78.5B | 0% |
| Annual Yield % from dividends | 1.47 | 0.62 | 237% |
| Returns for 1 year | 17.22 | 10.64 | 162% |
| Returns for 3 years | -3.25 | 34.39 | -9% |
| Returns for 5 years | 20.45 | 20.97 | 98% |
| Returns for 10 years | 58.48 | 45.36 | 129% |
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