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CSPAX vs NAEFX
CSPAX vs NAEFX Comparison
Open Charts CSPAX vs NAEFX
American Funds SMALLCAP World 529A
Price$73.98
Change+$0.53 (+0.72%)
VolumeN/A
Net Assets81.4B
New Alternatives Investor
Price$72.32
Change+$0.37 (+0.51%)
VolumeN/A
Net Assets266.59M
CSPAX vs NAEFX Comparison Chart in %
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CSPAX vs. NAEFX commentary
Sep 08, 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 StrongBuy and NAEFX is a Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.4B vs. NAEFX (267M). NAEFX pays higher dividends than CSPAX: NAEFX (1.45) vs CSPAX (0.56). 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). CSPAX annual gain was more profitable for investors over the last year : 12.31 vs. NAEFX (9.88). CSPAX return over 5 years is better than : 17.56 vs. NAEFX (6.78).
| 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 | 11.673 | 20.573 | 57% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3500 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4B | 267M | 30,487% |
| Annual Yield % from dividends | 0.56 | 1.45 | 39% |
| Returns for 1 year | 12.31 | 9.88 | 125% |
| Returns for 3 years | 36.70 | -2.25 | -1,633% |
| Returns for 5 years | 17.56 | 6.78 | 259% |
| Returns for 10 years | 60.97 | 89.23 | 68% |
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