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NAEFX vs RSLFX
NAEFX vs RSLFX Comparison
Open Charts NAEFX vs RSLFX
New Alternatives Investor
Price$71.88
Change-$1.14 (-1.56%)
VolumeN/A
Net Assets267.61M
American Funds SMALLCAP World R5
Price$77.82
Change-$0.62 (-0.79%)
VolumeN/A
Net Assets80.59B
NAEFX vs RSLFX Comparison Chart in %
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NAEFX vs. RSLFX commentary
Sep 03, 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 StrongBuy and RSLFX is a Hold.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 80.6B vs. NAEFX (268M). 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). NAEFX annual gain was more profitable for investors over the last year : 10.92 vs. RSLFX (7.29). RSLFX return over 5 years is better than : 16.63 vs. NAEFX (5.59).
| 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 | 20.854 | 9.967 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 80.6B | 0% |
| Annual Yield % from dividends | 1.45 | 0.83 | 174% |
| Returns for 1 year | 10.92 | 7.29 | 150% |
| Returns for 3 years | -2.22 | 34.62 | -6% |
| Returns for 5 years | 5.59 | 16.63 | 34% |
| Returns for 10 years | 91.20 | 67.93 | 134% |
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