Interact to see
Advertisement
Advertisement
NCBIX vs VWIAX
NCBIX vs VWIAX Comparison
Open Charts NCBIX vs VWIAX
New Covenant Balanced Income
Price$23.82
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets79.33M
Vanguard Wellesley® Income Admiral™
Price$64.29
Change-$0.24 (-0.37%)
VolumeN/A
Net Assets49.02B
NCBIX vs VWIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NCBIX vs. VWIAX commentary
Sep 15, 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 Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49B vs. NCBIX (79.3M). VWIAX pays higher dividends than NCBIX: VWIAX (3.50) vs NCBIX (2.08). 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 : 5.26 vs. VWIAX (3.43). NCBIX return over 5 years is better than : 15.66 vs. VWIAX (5.58).
| 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 | 8.163 | 8.548 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.3M | 49B | 0% |
| Annual Yield % from dividends | 2.08 | 3.50 | 59% |
| Returns for 1 year | 5.26 | 3.43 | 154% |
| Returns for 3 years | 24.03 | 11.10 | 217% |
| Returns for 5 years | 15.66 | 5.58 | 280% |
| Returns for 10 years | 36.93 | 30.21 | 122% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement