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NAEFX vs RSLFX
NAEFX vs RSLFX Comparison
Open Charts NAEFX vs RSLFX
New Alternatives Investor
Price$73.63
Change-$0.35 (-0.47%)
VolumeN/A
Net Assets269.35M
American Funds SMALLCAP World R5
Price$78.24
Change-$0.81 (-1.02%)
VolumeN/A
Net Assets81.26B
NAEFX vs RSLFX Comparison Chart in %
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NAEFX vs. RSLFX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 81.3B vs. NAEFX (269M). NAEFX pays higher dividends than RSLFX: NAEFX (1.45) vs RSLFX (0.83). 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). RSLFX annual gain was more profitable for investors over the last year : 7.08 vs. NAEFX (6.44). RSLFX return over 5 years is better than : 18.15 vs. NAEFX (7.85).
| 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 | 22.443 | 10.561 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 81.3B | 0% |
| Annual Yield % from dividends | 1.45 | 0.83 | 174% |
| Returns for 1 year | 6.44 | 7.08 | 91% |
| Returns for 3 years | 9.73 | 46.38 | 21% |
| Returns for 5 years | 7.85 | 18.15 | 43% |
| Returns for 10 years | 111.52 | 76.00 | 147% |
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