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NAEFX vs RSLFX
NAEFX vs RSLFX Comparison
Open Charts NAEFX vs RSLFX
New Alternatives Investor
Price$72.82
Change+$0.26 (+0.36%)
VolumeN/A
Net Assets267.15M
American Funds SMALLCAP World R5
Price$76.95
Change+$0.29 (+0.38%)
VolumeN/A
Net Assets79.11B
NAEFX vs RSLFX Comparison Chart in %
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NAEFX vs. RSLFX 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 RSLFX is a Buy.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 79.1B vs. NAEFX (267M). NAEFX pays higher dividends than RSLFX: NAEFX (1.46) vs RSLFX (0.86). NAEFX was incepted earlier than RSLFX: NAEFX (11 years) vs RSLFX (23 years). NAEFX (1.28) is less costly to investors than RSLFX (0.70). RSLFX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (5.94). RSLFX has a lower initial minimum investment than NAEFX: RSLFX (250) vs NAEFX (3500). NAEFX (16.03) and RSLFX (15.38) have marching annual gain over last year. RSLFX return over 5 years is better than : 16.16 vs. NAEFX (6.14).
| NAEFX | RSLFX | NAEFX / RSLFX | |
| Total Expense Ratio | 1.28 | 0.70 | 183% |
| Annual Report Gross Expense Ratio | 1.28 | 0.70 | 183% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 20.093 | 8.738 | 230% |
| 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 | 0.86 | 169% |
| Returns for 1 year | 16.03 | 15.38 | 104% |
| Returns for 3 years | -8.65 | 24.05 | -36% |
| Returns for 5 years | 6.14 | 16.16 | 38% |
| Returns for 10 years | 76.71 | 54.26 | 141% |
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