Total Return Securities (SWZ) Competitors $6.04 -0.01 (-0.08%) Closing price 08/29/2025 03:59 PM EasternExtended Trading$6.04 0.00 (0.00%) As of 08/29/2025 04:04 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 AnalysisChartCompetitorsDividendHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock SWZ vs. TWN, MIN, MHN, TDF, NCA, DSM, MXF, IIF, MMT, and TPVGShould you be buying Total Return Securities stock or one of its competitors? The main competitors of Total Return Securities include Taiwan Fund (TWN), MFS Intermediate Income Trust (MIN), BlackRock MuniHoldings New York Quality Fund (MHN), Templeton Dragon Fund (TDF), Nuveen California Municipal Va (NCA), BNY Mellon Strategic Municipal Bond Fund (DSM), Mexico Fund (MXF), Morgan Stanley India Investment Fund (IIF), MFS Multimarket Income Trust (MMT), and TriplePoint Venture Growth BDC (TPVG). These companies are all part of the "financial services" industry. Total Return Securities vs. Its Competitors Taiwan Fund MFS Intermediate Income Trust BlackRock MuniHoldings New York Quality Fund Templeton Dragon Fund Nuveen California Municipal Va BNY Mellon Strategic Municipal Bond Fund Mexico Fund Morgan Stanley India Investment Fund MFS Multimarket Income Trust TriplePoint Venture Growth BDC Total Return Securities (NYSE:SWZ) and Taiwan Fund (NYSE:TWN) are both small-cap finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional ownership, media sentiment, dividends, analyst recommendations, earnings, risk, profitability and valuation. Does the media prefer SWZ or TWN? In the previous week, Taiwan Fund had 1 more articles in the media than Total Return Securities. MarketBeat recorded 1 mentions for Taiwan Fund and 0 mentions for Total Return Securities. Taiwan Fund's average media sentiment score of 1.67 beat Total Return Securities' score of 0.00 indicating that Taiwan Fund is being referred to more favorably in the news media. Company Overall Sentiment Total Return Securities Neutral Taiwan Fund Very Positive Do institutionals & insiders have more ownership in SWZ or TWN? 41.1% of Total Return Securities shares are held by institutional investors. 0.0% of Total Return Securities shares are held by insiders. Comparatively, 2.0% of Taiwan Fund shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term. Is SWZ or TWN a better dividend stock? Total Return Securities pays an annual dividend of $0.42 per share and has a dividend yield of 6.9%. Taiwan Fund pays an annual dividend of $7.40 per share and has a dividend yield of 14.7%. Which has more volatility and risk, SWZ or TWN? Total Return Securities has a beta of 0.76, indicating that its share price is 24% less volatile than the S&P 500. Comparatively, Taiwan Fund has a beta of 1.23, indicating that its share price is 23% more volatile than the S&P 500. Is SWZ or TWN more profitable? Company Net Margins Return on Equity Return on Assets Total Return SecuritiesN/A N/A N/A Taiwan Fund N/A N/A N/A Which has better valuation & earnings, SWZ or TWN? Taiwan Fund has lower revenue, but higher earnings than Total Return Securities. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioTotal Return Securities$3.34M23.51-$3.74MN/AN/ATaiwan FundN/AN/AN/AN/AN/A SummaryTaiwan Fund beats Total Return Securities on 5 of the 7 factors compared between the two stocks. Get Total Return Securities 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. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?This chart shows the number of new MarketBeat users adding SWZ 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 ExcelMetricTotal Return SecuritiesFIN IndustryFinance SectorNYSE ExchangeMarket Cap$78.53M$3.88B$12.49B$21.25BDividend Yield6.96%6.19%5.42%3.50%P/E RatioN/AN/A229.1229.27Price / Sales23.5123.8231.9769.15Price / CashN/A18.0019.0618.27Price / Book0.681.152.314.58Net Income-$3.74M$161.89M$1.01B$997.71M7 Day Performance-0.17%0.45%0.53%0.77%1 Month Performance0.43%2.44%4.55%6.95%1 Year Performance-32.31%1.13%541.64%11.66% Total Return Securities Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SWZTotal Return Securities0.8274 of 5 stars$6.05-0.1%N/A-32.3%$78.53M$3.34M0.00N/ATWNTaiwan FundN/A$49.64+1.5%N/A+12.4%$312.66MN/A0.00N/APositive NewsHigh Trading VolumeMINMFS Intermediate Income TrustN/A$2.67+0.2%N/A-2.9%$302.70MN/A0.00N/AMHNBlackRock MuniHoldings New York Quality FundN/A$9.60-0.4%N/A-10.0%$291.53MN/A0.00N/ATDFTempleton Dragon FundN/A$11.10-0.5%N/A+43.3%$282.94MN/A0.00147,000News CoveragePositive NewsNCANuveen California Municipal VaN/A$8.47+0.2%N/A-5.0%$279.76MN/A0.00N/ADSMBNY Mellon Strategic Municipal Bond FundN/A$5.62+0.2%N/A-6.8%$277.30MN/A0.0020,786Positive NewsDividend AnnouncementMXFMexico FundN/A$18.22-0.9%N/A+22.5%$269.24MN/A0.00N/ANews CoveragePositive NewsIIFMorgan Stanley India Investment FundN/A$27.46-0.1%N/A-5.7%$262.75MN/A0.00N/ANews CoveragePositive NewsMMTMFS Multimarket Income TrustN/A$4.72+0.4%N/A-1.9%$259.92MN/A0.00N/ANews CoveragePositive NewsTPVGTriplePoint Venture Growth BDC1.4608 of 5 stars$6.44+0.2%$6.75+4.8%-10.4%$259.28M$108.65M6.19N/APositive News Related Companies and Tools Related Companies Taiwan Fund Alternatives MFS Intermediate Income Trust Alternatives BlackRock MuniHoldings New York Quality Fund Alternatives Templeton Dragon Fund Alternatives Nuveen California Municipal Va Alternatives BNY Mellon Strategic Municipal Bond Fund Alternatives Mexico Fund Alternatives Morgan Stanley India Investment Fund Alternatives MFS Multimarket Income Trust Alternatives TriplePoint Venture Growth BDC 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 9/1/2025 by MarketBeat.com Staff From Our PartnersRetire Comfortably with These New Monthly Income ETFs?Too many retirees lie awake at night, worried their savings won’t last. 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