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NAEFX vs RSLFX
NAEFX vs RSLFX Comparison
Open Charts NAEFX vs RSLFX
New Alternatives Investor
Price$75.85
Change-$0.89 (-1.16%)
VolumeN/A
Net Assets276.68M
American Funds SMALLCAP World R5
Price$76.62
Change-$0.40 (-0.52%)
VolumeN/A
Net Assets79.34B
NAEFX vs RSLFX Comparison Chart in %
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NAEFX vs. RSLFX commentary
Nov 20, 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: 79.3B vs. NAEFX (277M). NAEFX pays higher dividends than RSLFX: NAEFX (1.37) vs RSLFX (0.82). NAEFX was incepted earlier than RSLFX: NAEFX (11 years) vs RSLFX (24 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 : 22.06 vs. RSLFX (6.74). RSLFX return over 5 years is better than : 3.93 vs. NAEFX (-4.10).
| 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 | 24 years | - |
| Gain YTD | 27.011 | 8.272 | 327% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 79.3B | 0% |
| Annual Yield % from dividends | 1.37 | 0.82 | 167% |
| Returns for 1 year | 22.06 | 6.74 | 327% |
| Returns for 3 years | 9.11 | 30.09 | 30% |
| Returns for 5 years | -4.10 | 3.93 | -104% |
| Returns for 10 years | 105.27 | 62.49 | 168% |
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