The Swiss Helvetia Fund (SWZ) Competitors $8.20 +0.09 (+1.11%) (As of 11/1/2024 ET) Add Compare Share Share Competitors Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrends SWZ vs. HQL, MCI, MYN, KTF, TWN, MIY, ASG, SAR, MHN, and MINShould you be buying The Swiss Helvetia Fund stock or one of its competitors? The main competitors of The Swiss Helvetia Fund include Abrdn Life Sciences Investors (HQL), Barings Corporate Investors (MCI), BlackRock MuniYield New York Quality Fund (MYN), DWS Municipal Income Trust (KTF), The Taiwan Fund (TWN), BlackRock MuniYield Michigan Quality Fund (MIY), Liberty All-Star Growth Fund (ASG), Saratoga Investment (SAR), BlackRock MuniHoldings New York Quality Fund (MHN), and MFS Intermediate Income Trust (MIN). These companies are all part of the "financial services" industry. The Swiss Helvetia Fund vs. Abrdn Life Sciences Investors Barings Corporate Investors BlackRock MuniYield New York Quality Fund DWS Municipal Income Trust The Taiwan Fund BlackRock MuniYield Michigan Quality Fund Liberty All-Star Growth Fund Saratoga Investment BlackRock MuniHoldings New York Quality Fund MFS Intermediate Income Trust Abrdn Life Sciences Investors (NYSE:HQL) and The Swiss Helvetia Fund (NYSE:SWZ) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, media sentiment, profitability, analyst recommendations, valuation, risk, community ranking, dividends and institutional ownership. Do insiders & institutionals believe in HQL or SWZ? 32.2% of Abrdn Life Sciences Investors shares are held by institutional investors. Comparatively, 41.1% of The Swiss Helvetia Fund shares are held by institutional investors. 10.1% of Abrdn Life Sciences Investors 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 hedge funds, endowments and large money managers believe a company will outperform the market over the long term. Do analysts recommend HQL or SWZ? Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Abrdn Life Sciences Investors 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) N/AThe Swiss Helvetia Fund 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) N/A Which has more risk and volatility, HQL or SWZ? Abrdn Life Sciences Investors has a beta of 0.73, indicating that its share price is 27% less volatile than the S&P 500. Comparatively, The Swiss Helvetia Fund has a beta of 0.82, indicating that its share price is 18% less volatile than the S&P 500. Does the media favor HQL or SWZ? In the previous week, Abrdn Life Sciences Investors and Abrdn Life Sciences Investors both had 1 articles in the media. The Swiss Helvetia Fund's average media sentiment score of 1.90 beat Abrdn Life Sciences Investors' score of 1.73 indicating that The Swiss Helvetia Fund is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Abrdn Life Sciences Investors 1 Very Positive mention(s) 0 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Very Positive The Swiss Helvetia Fund 1 Very Positive mention(s) 0 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Very Positive Does the MarketBeat Community favor HQL or SWZ? The Swiss Helvetia Fund received 54 more outperform votes than Abrdn Life Sciences Investors when rated by MarketBeat users. Likewise, 74.50% of users gave The Swiss Helvetia Fund an outperform vote while only 68.35% of users gave Abrdn Life Sciences Investors an outperform vote. CompanyUnderperformOutperformAbrdn Life Sciences InvestorsOutperform Votes9568.35% Underperform Votes4431.65% The Swiss Helvetia FundOutperform Votes14974.50% Underperform Votes5125.50% Is HQL or SWZ a better dividend stock? Abrdn Life Sciences Investors pays an annual dividend of $1.66 per share and has a dividend yield of 11.3%. The Swiss Helvetia Fund pays an annual dividend of $0.52 per share and has a dividend yield of 6.3%. Which has better valuation & earnings, HQL or SWZ? Abrdn Life Sciences Investors has higher revenue and earnings than The Swiss Helvetia Fund. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioAbrdn Life Sciences Investors$39.95M10.03N/AN/AN/AThe Swiss Helvetia Fund$3M35.51-$27.40MN/AN/A Is HQL or SWZ more profitable? Company Net Margins Return on Equity Return on Assets Abrdn Life Sciences InvestorsN/A N/A N/A The Swiss Helvetia Fund N/A N/A N/A SummaryThe Swiss Helvetia Fund beats Abrdn Life Sciences Investors on 6 of the 9 factors compared between the two stocks. Ad Crypto Swap Profits625,000% GainImagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz.>> Dive into the Workshop Here 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$106.52M$7.88B$10.51B$19.27BDividend Yield6.36%6.37%10.00%3.54%P/E RatioN/A0.9843.3141.53Price / Sales35.5119.313,256.7814.66Price / CashN/A7.1930.1320.85Price / Book0.930.933.985.39Net Income-$27.40M$73.96M$992.99M$985.39M7 Day Performance-2.79%-0.49%-0.36%-0.70%1 Month Performance-7.87%-2.50%0.25%-0.97%1 Year Performance11.41%15.55%22.86%25.06% The Swiss Helvetia Fund Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SWZThe Swiss Helvetia Fund2.3239 of 5 stars$8.20+1.1%N/A+12.6%$106.52M$3M0.00N/APositive NewsHigh Trading VolumeHQLAbrdn Life Sciences InvestorsN/A$14.96+0.3%N/A+23.7%$409.17M$39.95M0.00N/APositive NewsMCIBarings Corporate InvestorsN/A$19.65-0.6%N/A+24.1%$398.88M$38.27M0.00N/AMYNBlackRock MuniYield New York Quality FundN/A$10.32-0.7%N/A+18.0%$395.39M$19.20M0.00N/APositive NewsKTFDWS Municipal Income TrustN/A$9.71-0.4%N/A+29.0%$380.37M$14.44M0.00N/APositive NewsTWNThe Taiwan FundN/A$44.64-2.1%N/A+55.4%$354.00M$121.58M0.00N/AMIYBlackRock MuniYield Michigan Quality FundN/A$11.58-1.0%N/A+19.9%$340.05M$18.58M0.00N/AASGLiberty All-Star Growth FundN/A$5.66+0.5%N/A+18.9%$329.64MN/A0.00N/ANegative NewsSARSaratoga Investment1.3962 of 5 stars$23.97+0.8%$25.42+6.0%-2.9%$329.49M$28.21M15.673,211MHNBlackRock MuniHoldings New York Quality FundN/A$10.62-1.0%N/A+18.3%$321.17M$13.59M0.00N/APositive NewsMINMFS Intermediate Income TrustN/A$2.72+0.4%N/A+5.4%$309.54MN/A0.00N/A Related Companies and Tools Related Companies Abrdn Life Sciences Investors Alternatives Barings Corporate Investors Alternatives BlackRock MuniYield New York Quality Fund Alternatives DWS Municipal Income Trust Alternatives The Taiwan Fund 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 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 11/2/2024 by MarketBeat.com Staff From Our Partners625,000% GainImagine swapping your daily coffee expense for a future free of financial worries. 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