Interact to see
Advertisement
Advertisement
NCBIX vs VWINX
NCBIX vs VWINX Comparison
Open Charts NCBIX vs VWINX
New Covenant Balanced Income
Price$23.79
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets79.12M
Vanguard Wellesley® Income I
Price$26.30
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets48.74B
NCBIX vs VWINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NCBIX vs. VWINX commentary
Nov 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 NCBIX is a Hold and VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.7B vs. NCBIX (79.1M). VWINX pays higher dividends than NCBIX: VWINX (3.41) vs NCBIX (2.40). 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 : 5.52 vs. VWINX (3.42). NCBIX return over 5 years is better than : 12.62 vs. VWINX (1.93).
| 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 | 8.784 | 8.052 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1M | 48.7B | 0% |
| Annual Yield % from dividends | 2.40 | 3.41 | 70% |
| Returns for 1 year | 5.52 | 3.42 | 161% |
| Returns for 3 years | 25.53 | 9.81 | 260% |
| Returns for 5 years | 12.62 | 1.93 | 654% |
| Returns for 10 years | 35.54 | 25.09 | 142% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement