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NAEFX vs RSLDX
NAEFX vs RSLDX Comparison
Open Charts NAEFX vs RSLDX
New Alternatives Investor
Price$77.86
Change+$0.11 (+0.14%)
VolumeN/A
Net Assets275.7M
American Funds SMALLCAP World R5E
Price$77.19
Change-$0.36 (-0.46%)
VolumeN/A
Net Assets82.43B
NAEFX vs RSLDX Comparison Chart in %
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NAEFX vs. RSLDX commentary
Jan 14, 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 Hold and RSLDX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 82.4B vs. NAEFX (276M). NAEFX (0.93) and RSLDX (0.91) 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 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 : 32.51 vs. RSLDX (16.79). RSLDX return over 5 years is better than : -3.74 vs. NAEFX (-19.36).
| 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 | 1.621 | 4.656 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 82.4B | 0% |
| Annual Yield % from dividends | 0.93 | 0.91 | 102% |
| Returns for 1 year | 32.51 | 16.79 | 194% |
| Returns for 3 years | 8.63 | 31.08 | 28% |
| Returns for 5 years | -19.36 | -3.74 | 517% |
| Returns for 10 years | 116.51 | 104.49 | 111% |
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