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NAEFX vs RSLBX
NAEFX vs RSLBX Comparison
Open Charts NAEFX vs RSLBX
New Alternatives Investor
Price$76.43
Change-$0.17 (-0.22%)
VolumeN/A
Net Assets273.99M
American Funds SMALLCAP World R2
Price$64.25
Change+$0.45 (+0.71%)
VolumeN/A
Net Assets82.31B
NAEFX vs RSLBX Comparison Chart in %
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NAEFX vs. RSLBX 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 RSLBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSLBX has more cash in the bank: 82.3B vs. NAEFX (274M). NAEFX pays higher dividends than RSLBX: NAEFX (1.37) vs RSLBX (0.05). NAEFX was incepted earlier than RSLBX: NAEFX (11 years) vs RSLBX (24 years). RSLBX (1.75) is less costly to investors than NAEFX (1.28). RSLBX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (5.94). RSLBX has a lower initial minimum investment than NAEFX: RSLBX (250) vs NAEFX (3500). NAEFX annual gain was more profitable for investors over the last year : 18.94 vs. RSLBX (5.83). RSLBX return over 5 years is better than : -2.84 vs. NAEFX (-6.70).
| NAEFX | RSLBX | NAEFX / RSLBX | |
| Total Expense Ratio | 1.28 | 1.75 | 73% |
| Annual Report Gross Expense Ratio | 1.28 | 1.75 | 73% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 27.772 | 12.235 | 227% |
| 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 | 0.05 | 2,502% |
| Returns for 1 year | 18.94 | 5.83 | 325% |
| Returns for 3 years | 6.13 | 27.58 | 22% |
| Returns for 5 years | -6.70 | -2.84 | 236% |
| Returns for 10 years | 107.17 | 46.13 | 232% |
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