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NCBIX vs VWINX
NCBIX vs VWINX Comparison
Open Charts NCBIX vs VWINX
New Covenant Balanced Income
Price$24.07
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets80.39M
Vanguard Wellesley® Income I
Price$26.54
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets49.02B
NCBIX vs VWINX Comparison Chart in %
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NCBIX vs. VWINX commentary
Oct 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49B vs. NCBIX (80.4M). VWINX pays higher dividends than NCBIX: VWINX (3.41) vs NCBIX (2.05). 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 (7.00). 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 : 6.67 vs. VWINX (4.16). NCBIX return over 5 years is better than : 15.64 vs. VWINX (5.65).
| 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 | 9.834 | 9.163 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.4M | 49B | 0% |
| Annual Yield % from dividends | 2.05 | 3.41 | 60% |
| Returns for 1 year | 6.67 | 4.16 | 160% |
| Returns for 3 years | 29.63 | 15.95 | 186% |
| Returns for 5 years | 15.64 | 5.65 | 277% |
| Returns for 10 years | 36.91 | 26.08 | 142% |
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