The Swiss Helvetia Fund (SWZ) Competitors $7.53 -0.06 (-0.79%) (As of 12/20/2024 04:33 PM ET) Add Compare Share Share Competitors Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrends SWZ vs. MYN, TWN, KTF, HQL, MIY, ASG, SAR, MHN, MIN, and TPVGShould you be buying The Swiss Helvetia Fund stock or one of its competitors? The main competitors of The Swiss Helvetia Fund include BlackRock MuniYield New York Quality Fund (MYN), The Taiwan Fund (TWN), DWS Municipal Income Trust (KTF), Abrdn Life Sciences Investors (HQL), BlackRock MuniYield Michigan Quality Fund (MIY), Liberty All-Star Growth Fund (ASG), Saratoga Investment (SAR), BlackRock MuniHoldings New York Quality Fund (MHN), MFS Intermediate Income Trust (MIN), and TriplePoint Venture Growth BDC (TPVG). These companies are all part of the "financial services" industry. The Swiss Helvetia Fund vs. BlackRock MuniYield New York Quality Fund The Taiwan Fund DWS Municipal Income Trust Abrdn Life Sciences Investors BlackRock MuniYield Michigan Quality Fund Liberty All-Star Growth Fund Saratoga Investment BlackRock MuniHoldings New York Quality Fund MFS Intermediate Income Trust TriplePoint Venture Growth BDC BlackRock MuniYield New York Quality Fund (NYSE:MYN) and The Swiss Helvetia Fund (NYSE:SWZ) are both small-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their community ranking, profitability, media sentiment, institutional ownership, earnings, risk, valuation, dividends and analyst recommendations. Which has stronger earnings and valuation, MYN or SWZ? BlackRock MuniYield New York Quality Fund has higher revenue and earnings than The Swiss Helvetia Fund. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioBlackRock MuniYield New York Quality Fund$19.20M20.07N/AN/AN/AThe Swiss Helvetia Fund$6.18M15.83-$27.40MN/AN/A Which has more volatility & risk, MYN or SWZ? BlackRock MuniYield New York Quality Fund has a beta of 0.6, suggesting that its share price is 40% less volatile than the S&P 500. Comparatively, The Swiss Helvetia Fund has a beta of 0.81, suggesting that its share price is 19% less volatile than the S&P 500. Do insiders and institutionals hold more shares of MYN or SWZ? 29.3% of BlackRock MuniYield New York Quality Fund shares are held by institutional investors. Comparatively, 41.1% of The Swiss Helvetia Fund shares are held by institutional investors. 1.0% of BlackRock MuniYield New York Quality Fund shares are held by company insiders. Comparatively, 0.0% of The Swiss Helvetia Fund shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term. Does the media prefer MYN or SWZ? In the previous week, The Swiss Helvetia Fund had 1 more articles in the media than BlackRock MuniYield New York Quality Fund. MarketBeat recorded 1 mentions for The Swiss Helvetia Fund and 0 mentions for BlackRock MuniYield New York Quality Fund. BlackRock MuniYield New York Quality Fund's average media sentiment score of 0.00 beat The Swiss Helvetia Fund's score of -0.27 indicating that BlackRock MuniYield New York Quality Fund is being referred to more favorably in the media. Company Overall Sentiment BlackRock MuniYield New York Quality Fund Neutral The Swiss Helvetia Fund Neutral Is MYN or SWZ a better dividend stock? BlackRock MuniYield New York Quality Fund pays an annual dividend of $0.54 per share and has a dividend yield of 5.4%. The Swiss Helvetia Fund pays an annual dividend of $0.53 per share and has a dividend yield of 7.0%. Is MYN or SWZ more profitable? Company Net Margins Return on Equity Return on Assets BlackRock MuniYield New York Quality FundN/A N/A N/A The Swiss Helvetia Fund N/A N/A N/A Does the MarketBeat Community believe in MYN or SWZ? The Swiss Helvetia Fund received 4 more outperform votes than BlackRock MuniYield New York Quality Fund when rated by MarketBeat users. Likewise, 74.50% of users gave The Swiss Helvetia Fund an outperform vote while only 72.14% of users gave BlackRock MuniYield New York Quality Fund an outperform vote. CompanyUnderperformOutperformBlackRock MuniYield New York Quality FundOutperform Votes14572.14% Underperform Votes5627.86% The Swiss Helvetia FundOutperform Votes14974.50% Underperform Votes5125.50% SummaryThe Swiss Helvetia Fund beats BlackRock MuniYield New York Quality Fund on 6 of the 10 factors compared between the two stocks. Ad Behind the MarketsWe recommended Palantir in 2021, now we’re recommending this...My research indicates there is only one investment that can meet AI's unprecedented demand for energy.Click to get the name and ticker symbol 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$97.82M$8.38B$11.24B$19.19BDividend Yield7.04%6.75%9.83%3.61%P/E RatioN/A0.4426.7441.30Price / Sales15.8314.2736.4117.58Price / CashN/A7.0318.6021.28Price / Book0.860.882.765.32Net Income-$27.40M$73.96M$1.04B$989.88M7 Day Performance-4.20%-2.96%-2.89%-3.54%1 Month Performance-3.46%-2.31%-2.89%-3.68%1 Year Performance-5.99%3.73%11.56%12.14% The Swiss Helvetia Fund Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SWZThe Swiss Helvetia Fund1.1842 of 5 stars$7.53-0.8%N/A-5.0%$97.82M$6.18M0.00N/AEx-DividendMYNBlackRock MuniYield New York Quality FundN/A$10.37flatN/A-2.0%$397.28MN/A0.00N/ATWNThe Taiwan FundN/A$45.95+0.4%N/A+37.0%$391.03MN/A0.00N/ADividend IncreasePositive NewsHigh Trading VolumeKTFDWS Municipal Income TrustN/A$9.81-0.4%N/A+7.3%$384.29M$14.44M0.00N/ADividend CutHQLAbrdn Life Sciences InvestorsN/A$13.81-0.2%N/A+4.0%$377.70MN/A0.00N/AMIYBlackRock MuniYield Michigan Quality FundN/A$11.67+0.2%N/A-0.4%$342.69M$18.58M0.00N/AASGLiberty All-Star Growth FundN/A$5.85+0.3%N/A+8.7%$340.69M$37.15M0.00N/APositive NewsSARSaratoga Investment1.6514 of 5 stars$24.25+0.7%$25.42+4.8%-6.7%$334.65M$143.72M15.743,211News CoverageMHNBlackRock MuniHoldings New York Quality FundN/A$10.66+0.1%N/A-3.2%$322.36MN/A0.00N/AMINMFS Intermediate Income TrustN/A$2.71flatN/A-3.6%$308.40MN/A0.00N/AEx-DividendTPVGTriplePoint Venture Growth BDC0.9745 of 5 stars$7.22-8.0%$7.70+6.6%-31.5%$289.15M$24.23M34.76N/AHigh Trading Volume Related Companies and Tools Related Companies BlackRock MuniYield New York Quality Fund Alternatives The Taiwan Fund Alternatives DWS Municipal Income Trust Alternatives Abrdn Life Sciences Investors Alternatives BlackRock MuniYield Michigan Quality Fund Alternatives Liberty All-Star Growth Fund Alternatives Saratoga Investment Alternatives BlackRock MuniHoldings New York Quality Fund Alternatives MFS Intermediate Income Trust Alternatives TriplePoint Venture Growth BDC Alternatives Top 10 Stock Comparisons Bank Stocks Artificial Intelligence Stocks Toy Stocks Growth Stocks Airline Stocks Chinese Stocks EV Charging Stocks Defense Stocks Lithium Stocks Pharmaceutical Stocks This page (NYSE:SWZ) was last updated on 12/21/2024 by MarketBeat.com Staff From Our PartnersAmazon coin set to soar 25X – starting December 16th?This tiny 3-cent crypto just partnered with one of the biggest companies in the world… Amazon. 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