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NAEFX vs RSLEX
NAEFX vs RSLEX Comparison
Open Charts NAEFX vs RSLEX
New Alternatives Investor
Price$73.63
Change-$0.35 (-0.47%)
VolumeN/A
Net Assets269.35M
American Funds SMALLCAP World R4
Price$73.65
Change-$0.76 (-1.02%)
VolumeN/A
Net Assets81.26B
NAEFX vs RSLEX Comparison Chart in %
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NAEFX vs. RSLEX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
RSLEX has more cash in the bank: 81.3B vs. NAEFX (269M). 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). RSLEX annual gain was more profitable for investors over the last year : 6.77 vs. NAEFX (6.44). RSLEX return over 5 years is better than : 16.04 vs. NAEFX (7.85).
| 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 | 22.443 | 10.310 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 81.3B | 0% |
| Annual Yield % from dividends | 1.45 | 0.60 | 241% |
| Returns for 1 year | 6.44 | 6.77 | 95% |
| Returns for 3 years | 9.73 | 45.43 | 21% |
| Returns for 5 years | 7.85 | 16.04 | 49% |
| Returns for 10 years | 111.52 | 69.32 | 161% |
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