Ad is loading...
NAEFX vs RSLEX
NAEFX vs RSLEX Comparison
Open Charts NAEFX vs RSLEX
New Alternatives Investor
Price$60.11
Change+$2.69 (+4.68%)
VolumeN/A
Net Assets231.41M
American Funds SMALLCAP World R4
Price$60.10
Change+$3.95 (+7.03%)
VolumeN/A
Net Assets61.55B
NAEFX vs RSLEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAEFX vs. RSLEX commentary
Apr 11, 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 RSLEX is a Buy.
FUNDAMENTALS
Fundamentals
RSLEX has more cash in the bank: 61.6B vs. NAEFX (231M). NAEFX pays higher dividends than RSLEX: NAEFX (1.66) vs RSLEX (0.67). NAEFX was incepted earlier than RSLEX: NAEFX (10 years) vs RSLEX (23 years). NAEFX (1.21) is less costly to investors than RSLEX (1.00). RSLEX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (7.97). 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 : -5.10 vs. RSLEX (-16.31). RSLEX return over 5 years is better than : 18.97 vs. NAEFX (10.03).
| NAEFX | RSLEX | NAEFX / RSLEX | |
| Total Expense Ratio | 1.21 | 1.00 | 121% |
| Annual Report Gross Expense Ratio | 1.21 | 1.00 | 121% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -4.965 | -15.931 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 61.6B | 0% |
| Annual Yield % from dividends | 1.66 | 0.67 | 247% |
| Returns for 1 year | -5.10 | -16.31 | 31% |
| Returns for 3 years | -29.60 | -12.98 | 228% |
| Returns for 5 years | 10.03 | 18.97 | 53% |
| Returns for 10 years | 23.58 | 16.81 | 140% |
View a ticker or compare two or three
VS
VS
Ad is loading...