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NAEFX vs RSLDX
NAEFX vs RSLDX Comparison
Open Charts NAEFX vs RSLDX
New Alternatives Investor
Price$76.43
Change-$0.17 (-0.22%)
VolumeN/A
Net Assets273.99M
American Funds SMALLCAP World R5E
Price$77.40
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets82.31B
NAEFX vs RSLDX Comparison Chart in %
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NAEFX vs. RSLDX 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 RSLDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 82.3B vs. NAEFX (274M). NAEFX pays higher dividends than RSLDX: NAEFX (1.37) vs RSLDX (0.76). 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 : 18.94 vs. RSLDX (6.84). RSLDX return over 5 years is better than : 3.56 vs. NAEFX (-6.70).
| 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 | 27.772 | 13.225 | 210% |
| 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 | 0.76 | 180% |
| Returns for 1 year | 18.94 | 6.84 | 277% |
| Returns for 3 years | 6.13 | 31.03 | 20% |
| Returns for 5 years | -6.70 | 3.56 | -188% |
| Returns for 10 years | 107.17 | 65.95 | 162% |
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