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NAEFX vs RSLDX
NAEFX vs RSLDX Comparison
Open Charts NAEFX vs RSLDX
New Alternatives Investor
Price$73.60
Change+$0.56 (+0.77%)
VolumeN/A
Net Assets271.66M
American Funds SMALLCAP World R5E
Price$74.01
Change+$0.43 (+0.58%)
VolumeN/A
Net Assets79.12B
NAEFX vs RSLDX Comparison Chart in %
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NAEFX vs. RSLDX 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 RSLDX is a Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 79.1B vs. NAEFX (272M). NAEFX pays higher dividends than RSLDX: NAEFX (1.47) vs RSLDX (0.81). NAEFX was incepted earlier than RSLDX: NAEFX (11 years) vs RSLDX (10 years). NAEFX (1.28) is less costly to investors than RSLDX (0.80). RSLDX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (5.94). RSLDX has a lower initial minimum investment than NAEFX: RSLDX (250) vs NAEFX (3500). NAEFX annual gain was more profitable for investors over the last year : 17.37 vs. RSLDX (10.63). RSLDX (22.93) and NAEFX (22.51) have equivalent 5 years return.
| NAEFX | RSLDX | NAEFX / RSLDX | |
| Total Expense Ratio | 1.28 | 0.80 | 160% |
| Annual Report Gross Expense Ratio | 1.28 | 0.80 | 160% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 21.814 | 8.730 | 250% |
| 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 | 0.81 | 182% |
| Returns for 1 year | 17.37 | 10.63 | 163% |
| Returns for 3 years | -1.59 | 35.76 | -4% |
| Returns for 5 years | 22.51 | 22.93 | 98% |
| Returns for 10 years | 62.94 | N/A | - |
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