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NCBIX vs VWIAX
NCBIX vs VWIAX Comparison
Open Charts NCBIX vs VWIAX
New Covenant Balanced Income
Price$23.25
Change-$0.62 (-2.60%)
VolumeN/A
Net Assets79.49M
Vanguard Wellesley® Income Admiral™
Price$62.62
Change-$1.18 (-1.85%)
VolumeN/A
Net Assets48.41B
NCBIX vs VWIAX Comparison Chart in %
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NCBIX vs. VWIAX commentary
Feb 04, 2026
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: 48.4B vs. NCBIX (79.5M). VWIAX pays higher dividends than NCBIX: VWIAX (3.50) vs NCBIX (2.19). NCBIX was incepted earlier than VWIAX: NCBIX (27 years) vs VWIAX (25 years). NCBIX (0.94) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 63.00 vs. NCBIX (7.00). 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 : 5.60 vs. VWIAX (5.21). NCBIX return over 5 years is better than : 10.04 vs. VWIAX (1.60).
| NCBIX | VWIAX | NCBIX / VWIAX | |
| Total Expense Ratio | 0.88 | 0.16 | 550% |
| Annual Report Gross Expense Ratio | 0.94 | 0.16 | 587% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | 0.475 | 1.573 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.5M | 48.4B | 0% |
| Annual Yield % from dividends | 2.19 | 3.50 | 63% |
| Returns for 1 year | 5.60 | 5.21 | 107% |
| Returns for 3 years | 20.24 | 10.61 | 191% |
| Returns for 5 years | 10.04 | 1.60 | 626% |
| Returns for 10 years | 45.57 | 29.79 | 153% |
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