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NAEFX vs RSLFX
NAEFX vs RSLFX Comparison
Open Charts NAEFX vs RSLFX
New Alternatives Investor
Price$60.11
Change+$2.69 (+4.68%)
VolumeN/A
Net Assets231.41M
American Funds SMALLCAP World R5
Price$63.76
Change+$4.20 (+7.05%)
VolumeN/A
Net Assets61.55B
NAEFX vs RSLFX Comparison Chart
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NAEFX vs. RSLFX commentary
Apr 11, 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: 61.6B vs. NAEFX (231M). NAEFX pays higher dividends than RSLFX: NAEFX (1.66) vs RSLFX (0.95). NAEFX was incepted earlier than RSLFX: NAEFX (10 years) vs RSLFX (23 years). NAEFX (1.21) is less costly to investors than RSLFX (0.70). RSLFX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (7.97). 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 : -5.10 vs. RSLFX (-16.07). RSLFX return over 5 years is better than : 21.14 vs. NAEFX (10.03).
| NAEFX | RSLFX | NAEFX / RSLFX | |
| Total Expense Ratio | 1.21 | 0.70 | 173% |
| Annual Report Gross Expense Ratio | 1.21 | 0.70 | 173% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -4.965 | -15.864 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 61.6B | 0% |
| Annual Yield % from dividends | 1.66 | 0.95 | 175% |
| Returns for 1 year | -5.10 | -16.07 | 32% |
| Returns for 3 years | -29.60 | -12.43 | 238% |
| Returns for 5 years | 10.03 | 21.14 | 47% |
| Returns for 10 years | 23.58 | 21.39 | 110% |
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