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NAEFX vs RSLEX
NAEFX vs RSLEX Comparison
Open Charts NAEFX vs RSLEX
New Alternatives Investor
Price$69.64
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets259.17M
American Funds SMALLCAP World R4
Price$69.29
Change+$0.45 (+0.65%)
VolumeN/A
Net Assets75.3B
NAEFX vs RSLEX Comparison Chart
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NAEFX vs. RSLEX commentary
Jun 07, 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 Hold.
FUNDAMENTALS
Fundamentals
RSLEX has more cash in the bank: 75.3B vs. NAEFX (259M). NAEFX pays higher dividends than RSLEX: NAEFX (1.54) vs RSLEX (0.62). NAEFX was incepted earlier than RSLEX: NAEFX (10 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 (4.80) and RSLEX (4.79) have marching annual gain over last year. RSLEX return over 5 years is better than : 17.91 vs. NAEFX (16.81).
| NAEFX | RSLEX | NAEFX / RSLEX | |
| Total Expense Ratio | 1.28 | 1.00 | 128% |
| Annual Report Gross Expense Ratio | 1.28 | 1.00 | 128% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 15.293 | 3.743 | 409% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259M | 75.3B | 0% |
| Annual Yield % from dividends | 1.54 | 0.62 | 248% |
| Returns for 1 year | 4.80 | 4.79 | 100% |
| Returns for 3 years | -11.52 | 16.95 | -68% |
| Returns for 5 years | 16.81 | 17.91 | 94% |
| Returns for 10 years | 50.17 | 40.65 | 123% |
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