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NAEFX vs RSEBX
NAEFX vs RSEBX Comparison
Open Charts NAEFX vs RSEBX
New Alternatives Investor
Price$77.29
Change-$1.58 (-2.00%)
VolumeN/A
Net Assets284.63M
American Funds SMALLCAP World R2E
Price$71.20
Change-$1.31 (-1.81%)
VolumeN/A
Net Assets81.78B
NAEFX vs RSEBX Comparison Chart in %
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NAEFX vs. RSEBX commentary
Nov 14, 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 StrongBuy and RSEBX is a Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 81.8B vs. NAEFX (285M). 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 : 26.87 vs. RSEBX (7.02). RSEBX return over 5 years is better than : 4.76 vs. NAEFX (-2.05).
| 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 | 30.536 | 11.542 | 265% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 81.8B | 0% |
| Annual Yield % from dividends | 1.37 | 0.22 | 614% |
| Returns for 1 year | 26.87 | 7.02 | 383% |
| Returns for 3 years | 10.96 | 29.26 | 37% |
| Returns for 5 years | -2.05 | 4.76 | -43% |
| Returns for 10 years | 108.30 | 58.21 | 186% |
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