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NAEFX vs RSLBX
NAEFX vs RSLBX Comparison
Open Charts NAEFX vs RSLBX
New Alternatives Investor
Price$81.16
Change+$4.16 (+5.40%)
VolumeN/A
Net Assets286.73M
American Funds SMALLCAP World R2
Price$64.30
Change+$0.97 (+1.53%)
VolumeN/A
Net Assets82.43B
NAEFX vs RSLBX Comparison Chart in %
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NAEFX vs. RSLBX commentary
Feb 04, 2026
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 RSLBX is a Hold.
FUNDAMENTALS
Fundamentals
RSLBX has more cash in the bank: 82.4B vs. NAEFX (287M). NAEFX pays higher dividends than RSLBX: NAEFX (0.89) vs RSLBX (0.19). NAEFX was incepted earlier than RSLBX: NAEFX (11 years) vs RSLBX (24 years). RSLBX (1.74) is less costly to investors than NAEFX (1.28). RSLBX is a more actively managed with annual turnover of: 41.00 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 : 40.73 vs. RSLBX (11.64). RSLBX (-12.64) and NAEFX (-12.66) have equivalent 5 years return.
| NAEFX | RSLBX | NAEFX / RSLBX | |
| Total Expense Ratio | 1.28 | 1.74 | 74% |
| Annual Report Gross Expense Ratio | 1.28 | 1.74 | 74% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 6.078 | 4.706 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 82.4B | 0% |
| Annual Yield % from dividends | 0.89 | 0.19 | 462% |
| Returns for 1 year | 40.73 | 11.64 | 350% |
| Returns for 3 years | 14.81 | 20.82 | 71% |
| Returns for 5 years | -12.66 | -12.64 | 100% |
| Returns for 10 years | 113.92 | 82.58 | 138% |
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