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NCBIX vs VWIAX
NCBIX vs VWIAX Comparison
Open Charts NCBIX vs VWIAX
New Covenant Balanced Income
Price$24.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets79.76M
Vanguard Wellesley® Income Admiral™
Price$63.94
Change+$0.11 (+0.17%)
VolumeN/A
Net Assets49.02B
NCBIX vs VWIAX Comparison Chart in %
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NCBIX vs. VWIAX commentary
Oct 06, 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 NCBIX is a Hold and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49B vs. NCBIX (79.8M). VWIAX pays higher dividends than NCBIX: VWIAX (3.48) vs NCBIX (2.05). NCBIX was incepted earlier than VWIAX: NCBIX (26 years) vs VWIAX (24 years). NCBIX (0.95) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. NCBIX (3.00). NCBIX has a lower initial minimum investment than VWIAX: NCBIX (500) vs VWIAX (50000). NCBIX annual gain was more profitable for investors over the last year : 5.56 vs. VWIAX (3.07). NCBIX return over 5 years is better than : 16.28 vs. VWIAX (6.48).
| NCBIX | VWIAX | NCBIX / VWIAX | |
| Total Expense Ratio | 0.90 | 0.16 | 563% |
| Annual Report Gross Expense Ratio | 0.95 | 0.16 | 594% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 8.981 | 8.632 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8M | 49B | 0% |
| Annual Yield % from dividends | 2.05 | 3.48 | 59% |
| Returns for 1 year | 5.56 | 3.07 | 181% |
| Returns for 3 years | 27.78 | 13.98 | 199% |
| Returns for 5 years | 16.28 | 6.48 | 251% |
| Returns for 10 years | 37.67 | 28.80 | 131% |
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