The Swiss Helvetia Fund (SWZ) Competitors $8.94 0.00 (0.00%) As of 02/21/2025 04:00 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrends SWZ vs. MVF, MCI, EVN, MYN, HQL, KTF, SAR, MIY, ASG, and TWNShould you be buying The Swiss Helvetia Fund stock or one of its competitors? The main competitors of The Swiss Helvetia Fund include BlackRock MuniVest Fund (MVF), Barings Corporate Investors (MCI), Eaton Vance Municipal Income Trust (EVN), BlackRock MuniYield New York Quality Fund (MYN), Abrdn Life Sciences Investors (HQL), DWS Municipal Income Trust (KTF), Saratoga Investment (SAR), BlackRock MuniYield Michigan Quality Fund (MIY), Liberty All-Star Growth Fund (ASG), and The Taiwan Fund (TWN). These companies are all part of the "financial services" industry. The Swiss Helvetia Fund vs. BlackRock MuniVest Fund Barings Corporate Investors Eaton Vance Municipal Income Trust BlackRock MuniYield New York Quality Fund Abrdn Life Sciences Investors DWS Municipal Income Trust Saratoga Investment BlackRock MuniYield Michigan Quality Fund Liberty All-Star Growth Fund The Taiwan Fund The Swiss Helvetia Fund (NYSE:SWZ) and BlackRock MuniVest Fund (NYSE:MVF) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, dividends, valuation, analyst recommendations, community ranking, media sentiment, earnings, risk and institutional ownership. Does the media favor SWZ or MVF? In the previous week, The Swiss Helvetia Fund and The Swiss Helvetia Fund both had 2 articles in the media. BlackRock MuniVest Fund's average media sentiment score of 1.70 beat The Swiss Helvetia Fund's score of 1.15 indicating that BlackRock MuniVest Fund is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment The Swiss Helvetia Fund 1 Very Positive mention(s) 0 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive BlackRock MuniVest Fund 2 Very Positive mention(s) 0 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Very Positive Which has more risk & volatility, SWZ or MVF? The Swiss Helvetia Fund has a beta of 0.82, indicating that its share price is 18% less volatile than the S&P 500. Comparatively, BlackRock MuniVest Fund has a beta of 0.54, indicating that its share price is 46% less volatile than the S&P 500. Is SWZ or MVF a better dividend stock? The Swiss Helvetia Fund pays an annual dividend of $0.53 per share and has a dividend yield of 5.9%. BlackRock MuniVest Fund pays an annual dividend of $0.35 per share and has a dividend yield of 4.8%. Is SWZ or MVF more profitable? Company Net Margins Return on Equity Return on Assets The Swiss Helvetia FundN/A N/A N/A BlackRock MuniVest Fund N/A N/A N/A Does the MarketBeat Community favor SWZ or MVF? The Swiss Helvetia Fund received 149 more outperform votes than BlackRock MuniVest Fund when rated by MarketBeat users. CompanyUnderperformOutperformThe Swiss Helvetia FundOutperform Votes14974.50% Underperform Votes5125.50% BlackRock MuniVest FundN/AN/A Which has higher earnings and valuation, SWZ or MVF? BlackRock MuniVest Fund has lower revenue, but higher earnings than The Swiss Helvetia Fund. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioThe Swiss Helvetia Fund$3M38.71-$27.40MN/AN/ABlackRock MuniVest FundN/AN/AN/AN/AN/A Do institutionals & insiders have more ownership in SWZ or MVF? 41.1% of The Swiss Helvetia Fund shares are owned by institutional investors. Comparatively, 48.2% of BlackRock MuniVest Fund shares are owned by institutional investors. 0.0% of The Swiss Helvetia Fund shares are owned by insiders. Comparatively, 1.0% of BlackRock MuniVest Fund shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth. SummaryThe Swiss Helvetia Fund beats BlackRock MuniVest Fund on 4 of the 7 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$116.14M$8.33B$11.72B$20.30BDividend Yield5.96%6.63%5.37%3.64%P/E RatioN/A0.5024.1234.82Price / Sales38.7116.7126.4315.49Price / CashN/A7.5117.9120.26Price / BookN/A1.042.594.80Net Income-$27.40M$66.51M$1.03B$1.02B7 Day Performance0.79%-0.28%-1.41%-1.07%1 Month Performance5.23%1.45%0.67%-1.11%1 Year Performance12.92%5.66%14.93%13.69% The Swiss Helvetia Fund Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SWZThe Swiss Helvetia FundN/A$8.94flatN/A+12.2%$116.14M$3M0.00N/APositive NewsMVFBlackRock MuniVest FundN/A$7.27-0.1%N/A+3.7%$438.15MN/A0.00147,000News CoverageMCIBarings Corporate InvestorsN/A$21.15+0.7%N/A+27.0%$429.32M$38.27M0.00N/ANews CoverageEVNEaton Vance Municipal Income TrustN/A$10.53-0.1%N/A+4.8%$417.50M$38.57M0.00N/ANews CoveragePositive NewsMYNBlackRock MuniYield New York Quality FundN/A$10.25+0.0%N/A-2.0%$392.52M$19.20M0.00N/ANews CoveragePositive NewsHQLAbrdn Life Sciences InvestorsN/A$13.93-0.7%N/A+1.2%$380.86M$86.69M0.00N/AKTFDWS Municipal Income TrustN/A$9.65+0.2%N/A+7.0%$377.80MN/A0.00N/ANews CoverageSARSaratoga Investment1.5603 of 5 stars$25.00-1.7%$25.08+0.3%+9.5%$358.65M$46.93M10.083,211Dividend AnnouncementHigh Trading VolumeMIYBlackRock MuniYield Michigan Quality FundN/A$11.55-0.2%N/A+1.4%$339.11MN/A0.00N/ANews CoverageASGLiberty All-Star Growth FundN/A$5.67-0.1%N/A+1.0%$329.93MN/A0.00N/ATWNThe Taiwan FundN/A$38.20+1.8%N/A-0.3%$325.16M$99.70M0.00N/APositive News Related Companies and Tools Related Companies BlackRock MuniVest Fund Alternatives Barings Corporate Investors Alternatives Eaton Vance Municipal Income Trust Alternatives BlackRock MuniYield New York Quality Fund Alternatives Abrdn Life Sciences Investors Alternatives DWS Municipal Income Trust Alternatives Saratoga Investment Alternatives BlackRock MuniYield Michigan Quality Fund Alternatives Liberty All-Star Growth Fund Alternatives The Taiwan Fund 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 2/22/2025 by MarketBeat.com Staff From Our Partners[RFK Jr CONFIRMED] Here’s why Dems are TERRIFIEDRobert F. 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