The Swiss Helvetia Fund (SWZ) Competitors $6.16 -0.22 (-3.37%) Closing price 04/17/2025 03:58 PM EasternExtended Trading$6.16 -0.01 (-0.16%) As of 04/17/2025 04:08 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisChartCompetitorsDividendHeadlinesOwnershipSEC FilingsShort InterestTrendsBuy This Stock SWZ vs. CION, IFN, MCI, TYG, MVF, EVN, RMT, MYN, KTF, and SARShould you be buying The Swiss Helvetia Fund stock or one of its competitors? The main competitors of The Swiss Helvetia Fund include CION Investment (CION), The India Fund (IFN), Barings Corporate Investors (MCI), Tortoise Energy Infrastructure (TYG), BlackRock MuniVest Fund (MVF), Eaton Vance Municipal Income Trust (EVN), Royce Micro-Cap Trust (RMT), BlackRock MuniYield New York Quality Fund (MYN), DWS Municipal Income Trust (KTF), and Saratoga Investment (SAR). These companies are all part of the "financial services" industry. The Swiss Helvetia Fund vs. CION Investment The India Fund Barings Corporate Investors Tortoise Energy Infrastructure BlackRock MuniVest Fund Eaton Vance Municipal Income Trust Royce Micro-Cap Trust BlackRock MuniYield New York Quality Fund DWS Municipal Income Trust Saratoga Investment The Swiss Helvetia Fund (NYSE:SWZ) and CION Investment (NYSE:CION) are both small-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, dividends, valuation, community ranking, risk, analyst recommendations, media sentiment, earnings and profitability. Do analysts prefer SWZ or CION? CION Investment has a consensus price target of $11.50, suggesting a potential upside of 21.76%. Given CION Investment's stronger consensus rating and higher probable upside, analysts clearly believe CION Investment is more favorable than The Swiss Helvetia Fund.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score The Swiss Helvetia Fund 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 0.00CION Investment 1 Sell rating(s) 1 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 1.50 Is SWZ or CION a better dividend stock? The Swiss Helvetia Fund pays an annual dividend of $0.55 per share and has a dividend yield of 8.9%. CION Investment pays an annual dividend of $1.44 per share and has a dividend yield of 15.2%. CION Investment pays out 228.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Does the media favor SWZ or CION? In the previous week, CION Investment had 1 more articles in the media than The Swiss Helvetia Fund. MarketBeat recorded 4 mentions for CION Investment and 3 mentions for The Swiss Helvetia Fund. CION Investment's average media sentiment score of 1.20 beat The Swiss Helvetia Fund's score of 0.87 indicating that CION Investment is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment The Swiss Helvetia Fund 2 Very Positive mention(s) 0 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive CION Investment 3 Very Positive mention(s) 0 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Do insiders and institutionals have more ownership in SWZ or CION? 41.1% of The Swiss Helvetia Fund shares are held by institutional investors. Comparatively, 32.0% of CION Investment shares are held by institutional investors. 0.0% of The Swiss Helvetia Fund shares are held by insiders. Comparatively, 0.1% of CION Investment shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth. Which has better earnings and valuation, SWZ or CION? CION Investment has higher revenue and earnings than The Swiss Helvetia Fund. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioThe Swiss Helvetia Fund-$2.60M-30.84-$27.40MN/AN/ACION Investment$45.95M10.90$95.31M$0.6314.99 Is SWZ or CION more profitable? CION Investment has a net margin of 31.21% compared to The Swiss Helvetia Fund's net margin of 0.00%. CION Investment's return on equity of 11.49% beat The Swiss Helvetia Fund's return on equity.Company Net Margins Return on Equity Return on Assets The Swiss Helvetia FundN/A N/A N/A CION Investment 31.21%11.49%5.04% Which has more risk & volatility, SWZ or CION? The Swiss Helvetia Fund has a beta of 0.75, suggesting that its share price is 25% less volatile than the S&P 500. Comparatively, CION Investment has a beta of 1.17, suggesting that its share price is 17% more volatile than the S&P 500. Does the MarketBeat Community prefer SWZ or CION? The Swiss Helvetia Fund received 145 more outperform votes than CION Investment when rated by MarketBeat users. Likewise, 74.50% of users gave The Swiss Helvetia Fund an outperform vote while only 28.57% of users gave CION Investment an outperform vote. CompanyUnderperformOutperformThe Swiss Helvetia FundOutperform Votes14974.50% Underperform Votes5125.50% CION InvestmentOutperform Votes428.57% Underperform Votes1071.43% SummaryCION Investment beats The Swiss Helvetia Fund on 13 of the 17 factors compared between the two stocks. Get The Swiss Helvetia Fund News Delivered to You Automatically Sign up to receive the latest news and ratings for SWZ and its competitors with MarketBeat's FREE daily newsletter. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.Skip Chart SWZ vs. The Competition Export to ExcelMetricThe Swiss Helvetia FundInvestment offices IndustryFinance SectorNYSE ExchangeMarket Cap$80.09M$7.45B$10.86B$18.42BDividend Yield8.59%7.06%5.77%4.18%P/E RatioN/A3.5321.5631.09Price / Sales-30.8424.1925.4526.53Price / CashN/A7.5117.6217.52Price / BookN/A0.872.564.30Net Income-$27.40M$66.51M$1.03B$1.02B7 Day Performance-33.92%1.18%1.82%1.42%1 Month Performance-31.00%-5.23%-4.03%-7.92%1 Year Performance-18.24%0.20%535.48%1.71% The Swiss Helvetia Fund Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SWZThe Swiss Helvetia FundN/A$6.17-3.4%N/A-18.2%$80.09M$-2,596,943.000.00N/AEx-DividendHigh Trading VolumeCIONCION Investment2.3284 of 5 stars$9.06+2.7%$11.50+26.9%-15.8%$480.43M$45.95M6.16N/AShort Interest ↑News CoveragePositive NewsHigh Trading VolumeIFNThe India FundN/A$14.72+1.8%N/A-13.1%$457.14M$110.12M0.0021,000Short Interest ↑MCIBarings Corporate InvestorsN/A$20.92+3.1%N/A+20.4%$424.66M$37.92M0.00N/AShort Interest ↑News CoverageTYGTortoise Energy InfrastructureN/A$38.29+3.4%N/A+25.8%$412.19M$214.33M0.00N/AShort Interest ↓News CoveragePositive NewsMVFBlackRock MuniVest FundN/A$6.75+1.4%N/A-1.7%$407.12M$11.04M0.00147,000Ex-DividendNews CoveragePositive NewsEVNEaton Vance Municipal Income TrustN/A$10.08+1.4%N/A+0.7%$399.84M$38.57M0.00N/ANews CoveragePositive NewsRMTRoyce Micro-Cap TrustN/A$7.88+0.6%N/A-8.4%$399.37M$66.96M0.00N/AShort Interest ↓News CoverageGap DownMYNBlackRock MuniYield New York Quality FundN/A$9.69+1.9%N/A-5.4%$371.25M$19.20M0.00N/AEx-DividendNews CoveragePositive NewsKTFDWS Municipal Income TrustN/A$8.93+1.5%N/A-3.9%$349.82M$35.07M0.00N/AShort Interest ↑SARSaratoga Investment1.6761 of 5 stars$22.87+1.6%$25.08+9.7%+2.2%$328.09M$46.93M9.223,211Short Interest ↑News Coverage Related Companies and Tools Related Companies CION Investment Alternatives The India Fund Alternatives Barings Corporate Investors Alternatives Tortoise Energy Infrastructure Alternatives BlackRock MuniVest Fund Alternatives Eaton Vance Municipal Income Trust Alternatives Royce Micro-Cap Trust Alternatives BlackRock MuniYield New York Quality Fund Alternatives DWS Municipal Income Trust Alternatives Saratoga Investment Alternatives Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NYSE:SWZ) was last updated on 4/20/2025 by MarketBeat.com Staff From Our PartnersTrump’s Top Secret $9 Trillion AI SuperweaponJeff Brown spotted Nvidia at $1. 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