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NAEFX vs RSLEX
NAEFX vs RSLEX Comparison
Open Charts NAEFX vs RSLEX
New Alternatives Investor
Price$77.12
Change-$1.30 (-1.66%)
VolumeN/A
Net Assets279.51M
American Funds SMALLCAP World R4
Price$74.00
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets81.1B
NAEFX vs RSLEX Comparison Chart in %
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NAEFX vs. RSLEX commentary
Oct 19, 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 Hold and RSLEX is a Hold.
FUNDAMENTALS
Fundamentals
RSLEX has more cash in the bank: 81.1B vs. NAEFX (280M). NAEFX pays higher dividends than RSLEX: NAEFX (1.42) vs RSLEX (0.60). 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 : 12.50 vs. RSLEX (6.43). RSLEX return over 5 years is better than : 8.41 vs. NAEFX (-0.31).
| 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 | 27.640 | 10.835 | 255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3500 | 250 | 1,400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 81.1B | 0% |
| Annual Yield % from dividends | 1.42 | 0.60 | 238% |
| Returns for 1 year | 12.50 | 6.43 | 194% |
| Returns for 3 years | 20.98 | 41.07 | 51% |
| Returns for 5 years | -0.31 | 8.41 | -4% |
| Returns for 10 years | 95.91 | 62.22 | 154% |
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