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CSPAX vs NAEFX
CSPAX vs NAEFX Comparison
Open Charts CSPAX vs NAEFX
American Funds SMALLCAP World 529A
Price$72.64
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets80.31B
New Alternatives Investor
Price$72.64
Change-$0.39 (-0.53%)
VolumeN/A
Net Assets267.07M
CSPAX vs NAEFX Comparison Chart in %
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CSPAX vs. NAEFX commentary
Aug 18, 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 CSPAX is a Buy and NAEFX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.3B vs. NAEFX (267M). NAEFX pays higher dividends than CSPAX: NAEFX (1.46) vs CSPAX (0.58). CSPAX was incepted earlier than NAEFX: CSPAX (24 years) vs NAEFX (11 years). NAEFX (1.28) is less costly to investors than CSPAX (1.06). CSPAX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (5.94). CSPAX has a lower initial minimum investment than NAEFX: CSPAX (250) vs NAEFX (3500). NAEFX annual gain was more profitable for investors over the last year : 13.39 vs. CSPAX (10.22). CSPAX return over 5 years is better than : 14.95 vs. NAEFX (5.41).
| CSPAX | NAEFX | CSPAX / NAEFX | |
| Total Expense Ratio | 1.06 | 1.28 | 83% |
| Annual Report Gross Expense Ratio | 1.06 | 1.28 | 83% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 9.650 | 20.225 | 48% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3500 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3B | 267M | 30,075% |
| Annual Yield % from dividends | 0.58 | 1.46 | 40% |
| Returns for 1 year | 10.22 | 13.39 | 76% |
| Returns for 3 years | 21.60 | -9.67 | -223% |
| Returns for 5 years | 14.95 | 5.41 | 276% |
| Returns for 10 years | 50.82 | 77.01 | 66% |
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