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NCBIX vs VWIAX
NCBIX vs VWIAX Comparison
Open Charts NCBIX vs VWIAX
New Covenant Balanced Income
Price$23.72
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets78.79M
Vanguard Wellesley® Income Admiral™
Price$64.01
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets49.02B
NCBIX vs VWIAX Comparison Chart in %
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NCBIX vs. VWIAX commentary
Sep 09, 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 (78.8M). 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 : 6.20 vs. VWIAX (3.71). NCBIX return over 5 years is better than : 14.57 vs. VWIAX (5.06).
| 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 | 7.709 | 8.075 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.8M | 49B | 0% |
| Annual Yield % from dividends | 2.08 | 3.50 | 59% |
| Returns for 1 year | 6.20 | 3.71 | 167% |
| Returns for 3 years | 21.67 | 9.14 | 237% |
| Returns for 5 years | 14.57 | 5.06 | 288% |
| Returns for 10 years | 36.36 | 29.62 | 123% |
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