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NAEFX vs RSLDX
NAEFX vs RSLDX Comparison
Open Charts NAEFX vs RSLDX
New Alternatives Investor
Price$81.16
Change+$4.16 (+5.40%)
VolumeN/A
Net Assets286.73M
American Funds SMALLCAP World R5E
Price$77.66
Change+$1.47 (+1.93%)
VolumeN/A
Net Assets82.43B
NAEFX vs RSLDX Comparison Chart in %
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NAEFX vs. RSLDX 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 RSLDX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 82.4B vs. NAEFX (287M). NAEFX (0.89) and RSLDX (0.88) have matching dividends . 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: 41.00 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 : 40.73 vs. RSLDX (13.62). RSLDX return over 5 years is better than : -6.36 vs. NAEFX (-12.66).
| 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 | 6.078 | 4.804 | 127% |
| 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 | 0.88 | 101% |
| Returns for 1 year | 40.73 | 13.62 | 299% |
| Returns for 3 years | 14.81 | 25.33 | 58% |
| Returns for 5 years | -12.66 | -6.36 | 199% |
| Returns for 10 years | 113.92 | 107.93 | 106% |
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