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NAEFX vs RSLFX
NAEFX vs RSLFX Comparison
Open Charts NAEFX vs RSLFX
New Alternatives Investor
Price$59.25
Change+$0.69 (+1.18%)
VolumeN/A
Net Assets233.01M
American Funds SMALLCAP World R5
Price$73.04
Change+$0.76 (+1.05%)
VolumeN/A
Net Assets75.73B
NAEFX vs RSLFX Comparison Chart
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NAEFX vs. RSLFX commentary
Jan 31, 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 Buy.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 75.7B vs. NAEFX (233M). 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 : 9.28 vs. NAEFX (-2.83). RSLFX return over 5 years is better than : 23.03 vs. NAEFX (-1.62).
| 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 | -3.078 | 3.178 | -97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 75.7B | 0% |
| Annual Yield % from dividends | 2.92 | 0.87 | 335% |
| Returns for 1 year | -2.83 | 9.28 | -31% |
| Returns for 3 years | -24.07 | 0.58 | -4,150% |
| Returns for 5 years | -1.62 | 23.03 | -7% |
| Returns for 10 years | 36.32 | 61.96 | 59% |
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