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NAEFX vs RSLEX
NAEFX vs RSLEX Comparison
Open Charts NAEFX vs RSLEX
New Alternatives Investor
Price$73.60
Change+$0.56 (+0.77%)
VolumeN/A
Net Assets271.66M
American Funds SMALLCAP World R4
Price$72.52
Change+$0.42 (+0.58%)
VolumeN/A
Net Assets79.12B
NAEFX vs RSLEX Comparison Chart in %
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NAEFX vs. RSLEX 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 RSLEX is a Buy.
FUNDAMENTALS
Fundamentals
RSLEX has more cash in the bank: 79.1B vs. NAEFX (272M). NAEFX pays higher dividends than RSLEX: NAEFX (1.47) vs RSLEX (0.62). NAEFX was incepted earlier than RSLEX: NAEFX (11 years) vs RSLEX (23 years). NAEFX (1.28) is less costly to investors than RSLEX (1.00). RSLEX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (5.94). RSLEX has a lower initial minimum investment than NAEFX: RSLEX (250) vs NAEFX (3500). NAEFX annual gain was more profitable for investors over the last year : 17.37 vs. RSLEX (10.42). NAEFX (22.51) and RSLEX (21.68) have equivalent 5 years return.
| NAEFX | RSLEX | NAEFX / RSLEX | |
| Total Expense Ratio | 1.28 | 1.00 | 128% |
| Annual Report Gross Expense Ratio | 1.28 | 1.00 | 128% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 21.814 | 8.618 | 253% |
| 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 | 0.62 | 237% |
| Returns for 1 year | 17.37 | 10.42 | 167% |
| Returns for 3 years | -1.59 | 35.17 | -5% |
| Returns for 5 years | 22.51 | 21.68 | 104% |
| Returns for 10 years | 62.94 | 47.70 | 132% |
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