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NAEFX vs RSLEX
NAEFX vs RSLEX Comparison
Open Charts NAEFX vs RSLEX
New Alternatives Investor
Price$72.82
Change+$0.26 (+0.36%)
VolumeN/A
Net Assets267.15M
American Funds SMALLCAP World R4
Price$72.47
Change+$0.28 (+0.39%)
VolumeN/A
Net Assets79.11B
NAEFX vs RSLEX Comparison Chart in %
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NAEFX vs. RSLEX commentary
Aug 08, 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: 79.1B vs. NAEFX (267M). NAEFX pays higher dividends than RSLEX: NAEFX (1.46) 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 : 16.03 vs. RSLEX (15.05). RSLEX return over 5 years is better than : 14.10 vs. NAEFX (6.14).
| 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 | 20.093 | 8.543 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 79.1B | 0% |
| Annual Yield % from dividends | 1.46 | 0.62 | 234% |
| Returns for 1 year | 16.03 | 15.05 | 107% |
| Returns for 3 years | -8.65 | 23.27 | -37% |
| Returns for 5 years | 6.14 | 14.10 | 44% |
| Returns for 10 years | 76.71 | 48.43 | 158% |
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