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NGCRX vs VWINX
NGCRX vs VWINX Comparison
Open Charts NGCRX vs VWINX
American Funds Retire Inc Port-Cnsrv C
Price$12.69
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets1.36B
Vanguard Wellesley® Income I
Price$26.41
Change-$0.14 (-0.53%)
VolumeN/A
Net Assets48.74B
NGCRX vs VWINX Comparison Chart in %
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NGCRX vs. VWINX commentary
Nov 14, 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 NGCRX is a Hold and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.7B vs. NGCRX (1.36B). VWINX pays higher dividends than NGCRX: VWINX (3.41) vs NGCRX (2.40). NGCRX was incepted earlier than VWINX: NGCRX (10 years) vs VWINX (55 years). NGCRX (1.33) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. NGCRX (12.00). NGCRX has a lower initial minimum investment than VWINX: NGCRX (250) vs VWINX (3000). NGCRX annual gain was more profitable for investors over the last year : 10.62 vs. VWINX (4.32). NGCRX return over 5 years is better than : 19.86 vs. VWINX (3.41).
| NGCRX | VWINX | NGCRX / VWINX | |
| Total Expense Ratio | 1.33 | 0.23 | 578% |
| Annual Report Gross Expense Ratio | 1.33 | 0.23 | 578% |
| Fund Existence | 10 years | 55 years | - |
| Gain YTD | 11.716 | 9.204 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 48.7B | 3% |
| Annual Yield % from dividends | 2.40 | 3.41 | 70% |
| Returns for 1 year | 10.62 | 4.32 | 246% |
| Returns for 3 years | 25.87 | 11.76 | 220% |
| Returns for 5 years | 19.86 | 3.41 | 582% |
| Returns for 10 years | 45.76 | 27.98 | 164% |
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