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NAEFX vs RSLFX
NAEFX vs RSLFX Comparison
Open Charts NAEFX vs RSLFX
New Alternatives Investor
Price$73.04
Change+$0.68 (+0.94%)
VolumeN/A
Net Assets267.21M
American Funds SMALLCAP World R5
Price$76.54
Change+$0.20 (+0.26%)
VolumeN/A
Net Assets78.52B
NAEFX vs RSLFX Comparison Chart in %
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NAEFX vs. RSLFX commentary
Jul 03, 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 RSLFX is a Buy.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 78.5B vs. NAEFX (267M). NAEFX pays higher dividends than RSLFX: NAEFX (1.47) 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 annual gain was more profitable for investors over the last year : 17.22 vs. RSLFX (10.97). RSLFX return over 5 years is better than : 23.20 vs. NAEFX (20.45).
| 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 | 19.762 | 8.159 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 78.5B | 0% |
| Annual Yield % from dividends | 1.47 | 0.86 | 171% |
| Returns for 1 year | 17.22 | 10.97 | 157% |
| Returns for 3 years | -3.25 | 35.27 | -9% |
| Returns for 5 years | 20.45 | 23.20 | 88% |
| Returns for 10 years | 58.48 | 51.06 | 115% |
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