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NAEFX vs RSLCX
NAEFX vs RSLCX Comparison
Open Charts NAEFX vs RSLCX
New Alternatives Investor
Price$73.60
Change+$0.56 (+0.77%)
VolumeN/A
Net Assets271.66M
American Funds SMALLCAP World R3
Price$68.13
Change+$0.39 (+0.58%)
VolumeN/A
Net Assets79.12B
NAEFX vs RSLCX Comparison Chart in %
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NAEFX vs. RSLCX commentary
Jul 07, 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 RSLCX is a Buy.
FUNDAMENTALS
Fundamentals
RSLCX has more cash in the bank: 79.1B vs. NAEFX (272M). NAEFX pays higher dividends than RSLCX: NAEFX (1.47) vs RSLCX (0.40). NAEFX was incepted earlier than RSLCX: NAEFX (11 years) vs RSLCX (23 years). RSLCX (1.30) and NAEFX (1.28) have similar cost to investors . RSLCX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (5.94). RSLCX has a lower initial minimum investment than NAEFX: RSLCX (250) vs NAEFX (3500). NAEFX annual gain was more profitable for investors over the last year : 17.37 vs. RSLCX (10.07). NAEFX return over 5 years is better than : 22.51 vs. RSLCX (19.16).
| NAEFX | RSLCX | NAEFX / RSLCX | |
| Total Expense Ratio | 1.28 | 1.30 | 98% |
| Annual Report Gross Expense Ratio | 1.28 | 1.30 | 98% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 21.814 | 8.440 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 79.1B | 0% |
| Annual Yield % from dividends | 1.47 | 0.40 | 368% |
| Returns for 1 year | 17.37 | 10.07 | 173% |
| Returns for 3 years | -1.59 | 33.96 | -5% |
| Returns for 5 years | 22.51 | 19.16 | 117% |
| Returns for 10 years | 62.94 | 41.67 | 151% |
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