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The Swiss Helvetia Fund (SWZ) Competitors

The Swiss Helvetia Fund logo
$7.79 -0.01 (-0.13%)
(As of 10:11 AM ET)

SWZ vs. MYN, MCI, KTF, HQL, TWN, SAR, MIY, ASG, TPVG, and MHN

Should 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), Barings Corporate Investors (MCI), DWS Municipal Income Trust (KTF), Abrdn Life Sciences Investors (HQL), The Taiwan Fund (TWN), Saratoga Investment (SAR), BlackRock MuniYield Michigan Quality Fund (MIY), Liberty All-Star Growth Fund (ASG), TriplePoint Venture Growth BDC (TPVG), and BlackRock MuniHoldings New York Quality Fund (MHN). These companies are all part of the "financial services" industry.

The Swiss Helvetia Fund vs.

The Swiss Helvetia Fund (NYSE:SWZ) and BlackRock MuniYield New York Quality Fund (NYSE:MYN) are both small-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their community ranking, valuation, earnings, dividends, institutional ownership, profitability, analyst recommendations, risk and media sentiment.

BlackRock MuniYield New York Quality Fund has lower revenue, but higher earnings than The Swiss Helvetia Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The Swiss Helvetia Fund$3M33.73-$27.40MN/AN/A
BlackRock MuniYield New York Quality FundN/AN/AN/AN/AN/A

The Swiss Helvetia Fund pays an annual dividend of $0.52 per share and has a dividend yield of 6.7%. BlackRock MuniYield New York Quality Fund pays an annual dividend of $0.54 per share and has a dividend yield of 5.2%.

In the previous week, BlackRock MuniYield New York Quality Fund's average media sentiment score of 1.08 beat The Swiss Helvetia Fund's score of 0.00 indicating that BlackRock MuniYield New York Quality Fund is being referred to more favorably in the news media.

Company Overall Sentiment
The Swiss Helvetia Fund Neutral
BlackRock MuniYield New York Quality Fund Positive

Company Net Margins Return on Equity Return on Assets
The Swiss Helvetia FundN/A N/A N/A
BlackRock MuniYield New York Quality Fund N/A N/A N/A

41.1% of The Swiss Helvetia Fund shares are held by institutional investors. Comparatively, 29.3% of BlackRock MuniYield New York Quality Fund shares are held by institutional investors. 0.0% of The Swiss Helvetia Fund shares are held by insiders. Comparatively, 1.0% of BlackRock MuniYield New York Quality Fund shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

The Swiss Helvetia Fund has a beta of 0.82, suggesting that its share price is 18% less volatile than the S&P 500. Comparatively, 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.

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.

CompanyUnderperformOutperform
The Swiss Helvetia FundOutperform Votes
149
74.50%
Underperform Votes
51
25.50%
BlackRock MuniYield New York Quality FundOutperform Votes
145
72.14%
Underperform Votes
56
27.86%

Summary

The Swiss Helvetia Fund beats BlackRock MuniYield New York Quality Fund on 6 of the 8 factors compared between the two stocks.

New MarketBeat Followers Over Time

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.
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Media Sentiment Over Time

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.
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SWZ vs. The Competition

MetricThe Swiss Helvetia FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$101.19M$8.30B$10.51B$19.90B
Dividend Yield6.61%6.41%10.13%3.49%
P/E RatioN/A0.4546.2836.63
Price / Sales33.7312.083,473.7917.98
Price / CashN/A7.0230.6021.28
Price / Book0.890.944.084.58
Net Income-$27.40M$73.96M$1.02B$985.06M
7 Day Performance-1.52%-0.54%0.04%0.51%
1 Month Performance-9.10%-1.94%7.24%1.13%
1 Year Performance1.96%11.34%24.26%24.80%

The Swiss Helvetia Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SWZ
The Swiss Helvetia Fund
N/A$7.79
-0.1%
N/A+2.5%$101.19M$3M0.00N/A
MYN
BlackRock MuniYield New York Quality Fund
N/A$10.36
+0.6%
N/A+7.4%$396.89MN/A0.00N/APositive News
MCI
Barings Corporate Investors
N/A$19.36
-1.9%
N/A+15.5%$393.01MN/A0.00N/A
KTF
DWS Municipal Income Trust
N/A$9.96
+0.1%
N/A+18.6%$390.13MN/A0.00N/ANews Coverage
Positive News
HQL
Abrdn Life Sciences Investors
N/A$13.79
-3.6%
N/A+17.4%$377.16MN/A0.00N/APositive News
Gap Down
TWN
The Taiwan Fund
N/A$42.45
-1.3%
N/A+34.4%$361.25MN/A0.00N/A
SAR
Saratoga Investment
2.027 of 5 stars
$25.76
+0.5%
$25.42
-1.3%
+0.2%$355.49M$143.72M16.753,211
MIY
BlackRock MuniYield Michigan Quality Fund
N/A$11.62
+0.1%
N/A+8.7%$341.16MN/A0.00N/A
ASG
Liberty All-Star Growth Fund
N/A$5.69
+0.2%
N/A+14.7%$331.39MN/A0.00N/APositive News
TPVG
TriplePoint Venture Growth BDC
1.6447 of 5 stars
$8.04
+1.1%
$7.85
-2.4%
-24.0%$321.99M$24.23M37.88N/AAnalyst Forecast
Positive News
MHN
BlackRock MuniHoldings New York Quality Fund
N/A$10.62
-0.2%
N/A+8.1%$321.15MN/A0.00N/A

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This page (NYSE:SWZ) was last updated on 11/21/2024 by MarketBeat.com Staff
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