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NAEFX vs RSLFX
NAEFX vs RSLFX Comparison
Open Charts NAEFX vs RSLFX
New Alternatives Investor
Price$69.64
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets259.17M
American Funds SMALLCAP World R5
Price$73.54
Change+$0.48 (+0.66%)
VolumeN/A
Net Assets75.3B
NAEFX vs RSLFX Comparison Chart
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NAEFX vs. RSLFX commentary
Jun 07, 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 Hold.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 75.3B vs. NAEFX (259M). NAEFX pays higher dividends than RSLFX: NAEFX (1.54) vs RSLFX (0.88). NAEFX was incepted earlier than RSLFX: NAEFX (10 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 : 5.09 vs. NAEFX (4.80). RSLFX return over 5 years is better than : 20.05 vs. NAEFX (16.81).
| NAEFX | RSLFX | NAEFX / RSLFX | |
| Total Expense Ratio | 1.28 | 0.70 | 183% |
| Annual Report Gross Expense Ratio | 1.28 | 0.70 | 183% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 15.293 | 3.885 | 394% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259M | 75.3B | 0% |
| Annual Yield % from dividends | 1.54 | 0.88 | 176% |
| Returns for 1 year | 4.80 | 5.09 | 94% |
| Returns for 3 years | -11.52 | 17.71 | -65% |
| Returns for 5 years | 16.81 | 20.05 | 84% |
| Returns for 10 years | 50.17 | 46.20 | 109% |
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