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NAEFX vs RSLFX
NAEFX vs RSLFX Comparison
Open Charts NAEFX vs RSLFX
New Alternatives Investor
Price$61.35
Change-$1.48 (-2.36%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World R5
Price$71.82
Change-$2.25 (-3.04%)
VolumeN/A
CapitalizationN/A
NAEFX vs RSLFX Comparison Chart
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NAEFX vs. RSLFX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 76.3B vs. NAEFX (254M). NAEFX pays higher dividends than RSLFX: NAEFX (2.92) vs RSLFX (0.87). NAEFX was incepted earlier than RSLFX: NAEFX (10 years) vs RSLFX (23 years). RSLFX is a more actively managed with annual turnover of: 29.00 vs. NAEFX (7.97). 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 : 4.36 vs. NAEFX (-2.60). RSLFX return over 5 years is better than : 14.96 vs. NAEFX (6.06).
| NAEFX | RSLFX | NAEFX / RSLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -3.553 | 3.234 | -110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254M | 76.3B | 0% |
| Annual Yield % from dividends | 2.92 | 0.87 | 335% |
| Returns for 1 year | -2.60 | 4.36 | -60% |
| Returns for 3 years | -26.14 | -10.23 | 256% |
| Returns for 5 years | 6.06 | 14.96 | 41% |
| Returns for 10 years | N/A | 43.20 | - |
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