Interact to see
Advertisement
Advertisement
NAEFX vs RSEBX
NAEFX vs RSEBX Comparison
Open Charts NAEFX vs RSEBX
New Alternatives Investor
Price$76.43
Change-$0.17 (-0.22%)
VolumeN/A
Net Assets273.99M
American Funds SMALLCAP World R2E
Price$73.48
Change+$0.52 (+0.71%)
VolumeN/A
Net Assets82.31B
NAEFX vs RSEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAEFX vs. RSEBX commentary
Dec 04, 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 Buy and RSEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 82.3B vs. NAEFX (274M). NAEFX pays higher dividends than RSEBX: NAEFX (1.37) vs RSEBX (0.22). NAEFX was incepted earlier than RSEBX: NAEFX (11 years) vs RSEBX (11 years). RSEBX (1.45) is less costly to investors than NAEFX (1.28). RSEBX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (5.94). RSEBX has a lower initial minimum investment than NAEFX: RSEBX (250) vs NAEFX (3500). NAEFX annual gain was more profitable for investors over the last year : 18.94 vs. RSEBX (6.14). RSEBX return over 5 years is better than : 0.00 vs. NAEFX (-6.70).
| NAEFX | RSEBX | NAEFX / RSEBX | |
| Total Expense Ratio | 1.28 | 1.45 | 88% |
| Annual Report Gross Expense Ratio | 1.28 | 1.45 | 88% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 27.772 | 12.542 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 82.3B | 0% |
| Annual Yield % from dividends | 1.37 | 0.22 | 623% |
| Returns for 1 year | 18.94 | 6.14 | 309% |
| Returns for 3 years | 6.13 | 28.70 | 21% |
| Returns for 5 years | -6.70 | 0.00 | -3,057,152% |
| Returns for 10 years | 107.17 | 55.74 | 192% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers