Interact to see
Advertisement
Advertisement
NCBIX vs VWINX
NCBIX vs VWINX Comparison
Open Charts NCBIX vs VWINX
New Covenant Balanced Income
Price$23.82
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets79.33M
Vanguard Wellesley® Income I
Price$26.54
Change-$0.10 (-0.38%)
VolumeN/A
Net Assets49.02B
NCBIX vs VWINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NCBIX vs. VWINX 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 VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49B vs. NCBIX (79.3M). VWINX pays higher dividends than NCBIX: VWINX (3.44) vs NCBIX (2.08). NCBIX was incepted earlier than VWINX: NCBIX (26 years) vs VWINX (55 years). NCBIX (0.95) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. NCBIX (3.00). NCBIX has a lower initial minimum investment than VWINX: NCBIX (500) vs VWINX (3000). NCBIX annual gain was more profitable for investors over the last year : 5.26 vs. VWINX (3.40). NCBIX return over 5 years is better than : 15.66 vs. VWINX (5.37).
| NCBIX | VWINX | NCBIX / VWINX | |
| Total Expense Ratio | 0.90 | 0.23 | 391% |
| Annual Report Gross Expense Ratio | 0.95 | 0.23 | 413% |
| Fund Existence | 26 years | 55 years | - |
| Gain YTD | 8.163 | 8.498 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.3M | 49B | 0% |
| Annual Yield % from dividends | 2.08 | 3.44 | 61% |
| Returns for 1 year | 5.26 | 3.40 | 155% |
| Returns for 3 years | 24.03 | 10.97 | 219% |
| Returns for 5 years | 15.66 | 5.37 | 292% |
| Returns for 10 years | 36.93 | 29.65 | 125% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement