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NAEFX vs RSLFX
NAEFX vs RSLFX Comparison
Open Charts NAEFX vs RSLFX
New Alternatives Investor
Price$64.09
Change+$0.02 (+0.03%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World R5
Price$72.36
Change-$0.90 (-1.23%)
VolumeN/A
CapitalizationN/A
NAEFX vs RSLFX Comparison Chart
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NAEFX vs. RSLFX commentary
Nov 18, 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 Sell and RSLFX is a Buy.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 74.7B vs. NAEFX (263M). 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 : 16.34 vs. NAEFX (7.01). RSLFX return over 5 years is better than : 21.29 vs. NAEFX (11.19).
| 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 | -2.272 | 4.010 | -57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 74.7B | 0% |
| Annual Yield % from dividends | 2.92 | 0.87 | 335% |
| Returns for 1 year | 7.01 | 16.34 | 43% |
| Returns for 3 years | -29.25 | -25.02 | 117% |
| Returns for 5 years | 11.19 | 21.29 | 53% |
| Returns for 10 years | N/A | 44.79 | - |
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