The Swiss Helvetia Fund (SWZ) Competitors $8.56 +0.11 (+1.24%) As of 01/21/2025 03:53 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. MCI, EVN, MYN, KTF, HQL, SAR, MIY, ASG, TWN, and MHNShould you be buying The Swiss Helvetia Fund stock or one of its competitors? The main competitors of The Swiss Helvetia Fund include Barings Corporate Investors (MCI), Eaton Vance Municipal Income Trust (EVN), BlackRock MuniYield New York Quality Fund (MYN), DWS Municipal Income Trust (KTF), Abrdn Life Sciences Investors (HQL), Saratoga Investment (SAR), BlackRock MuniYield Michigan Quality Fund (MIY), Liberty All-Star Growth Fund (ASG), The Taiwan Fund (TWN), and BlackRock MuniHoldings New York Quality Fund (MHN). These companies are all part of the "financial services" industry. The Swiss Helvetia Fund vs. Barings Corporate Investors Eaton Vance Municipal Income Trust BlackRock MuniYield New York Quality Fund DWS Municipal Income Trust Abrdn Life Sciences Investors Saratoga Investment BlackRock MuniYield Michigan Quality Fund Liberty All-Star Growth Fund The Taiwan Fund BlackRock MuniHoldings New York Quality Fund Barings Corporate Investors (NYSE:MCI) and The Swiss Helvetia Fund (NYSE:SWZ) are both small-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their earnings, community ranking, risk, valuation, profitability, dividends, analyst recommendations, media sentiment and institutional ownership. Is MCI or SWZ a better dividend stock? Barings Corporate Investors pays an annual dividend of $1.59 per share and has a dividend yield of 7.6%. The Swiss Helvetia Fund pays an annual dividend of $0.53 per share and has a dividend yield of 6.2%. Do insiders & institutionals have more ownership in MCI or SWZ? 41.1% of The Swiss Helvetia Fund shares are owned by institutional investors. 2.2% of Barings Corporate Investors shares are owned by insiders. Comparatively, 0.0% of The Swiss Helvetia Fund shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth. Is MCI or SWZ more profitable? Company Net Margins Return on Equity Return on Assets Barings Corporate InvestorsN/A N/A N/A The Swiss Helvetia Fund N/A N/A N/A Does the MarketBeat Community favor MCI or SWZ? Barings Corporate Investors received 84 more outperform votes than The Swiss Helvetia Fund when rated by MarketBeat users. Likewise, 75.65% of users gave Barings Corporate Investors an outperform vote while only 74.50% of users gave The Swiss Helvetia Fund an outperform vote. CompanyUnderperformOutperformBarings Corporate InvestorsOutperform Votes23375.65% Underperform Votes7524.35% The Swiss Helvetia FundOutperform Votes14974.50% Underperform Votes5125.50% Does the media prefer MCI or SWZ? In the previous week, Barings Corporate Investors and Barings Corporate Investors both had 1 articles in the media. The Swiss Helvetia Fund's average media sentiment score of 1.44 beat Barings Corporate Investors' score of 0.31 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 Barings Corporate Investors 1 Very Positive mention(s) 0 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Neutral The Swiss Helvetia Fund 0 Very Positive mention(s) 0 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Which has stronger valuation & earnings, MCI or SWZ? Barings Corporate Investors has higher earnings, but lower revenue than The Swiss Helvetia Fund. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioBarings Corporate InvestorsN/AN/AN/AN/AN/AThe Swiss Helvetia Fund$6.18M17.98-$27.40MN/AN/A Which has more volatility and risk, MCI or SWZ? Barings Corporate Investors has a beta of 0.69, meaning that its stock price is 31% less volatile than the S&P 500. Comparatively, The Swiss Helvetia Fund has a beta of 0.8, meaning that its stock price is 20% less volatile than the S&P 500. SummaryBarings Corporate Investors and The Swiss Helvetia Fund tied by winning 4 of the 8 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$111.14M$8.35B$11.83B$20.04BDividend Yield6.31%6.83%5.97%3.61%P/E RatioN/A0.4525.0341.77Price / Sales17.989.9327.6217.47Price / CashN/A7.0216.9317.54Price / BookN/A0.992.665.86Net Income-$27.40M$73.96M$1.07B$1.01B7 Day Performance5.62%2.21%2.56%3.59%1 Month Performance13.61%1.99%1.55%6.09%1 Year Performance8.57%7.04%15.46%20.27% The Swiss Helvetia Fund Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SWZThe Swiss Helvetia FundN/A$8.56+1.2%N/A+8.6%$111.14M$6.18M0.00N/ANews CoverageMCIBarings Corporate InvestorsN/A$20.10-0.3%N/A+13.1%$408.01M$38.27M0.00N/AEVNEaton Vance Municipal Income TrustN/A$9.92-0.7%N/A+5.6%$393.50M$19.28M0.00N/APositive NewsMYNBlackRock MuniYield New York Quality FundN/A$10.07+0.2%N/A+1.6%$385.81M$19.20M0.00N/APositive NewsKTFDWS Municipal Income TrustN/A$9.38-0.4%N/A+6.5%$367.44M$14.44M0.00N/APositive NewsHQLAbrdn Life Sciences InvestorsN/A$13.37flatN/A-1.5%$365.68M$86.69M0.00N/APositive NewsSARSaratoga Investment2.0163 of 5 stars$24.39+0.9%$25.08+2.8%+9.0%$349.90M$46.93M15.943,211Analyst DowngradeMIYBlackRock MuniYield Michigan Quality FundN/A$11.32-0.1%N/A+4.0%$332.41M$18.58M0.00N/AASGLiberty All-Star Growth FundN/A$5.60-1.1%N/A+15.3%$326.13M$37.15M0.00N/AHigh Trading VolumeTWNThe Taiwan FundN/A$38.20-2.1%N/A+11.4%$325.16M$99.70M0.00N/AMHNBlackRock MuniHoldings New York Quality FundN/A$10.40+0.2%N/A+1.0%$314.52M$13.59M0.00N/APositive News Related Companies and Tools Related Companies Barings Corporate Investors Alternatives Eaton Vance Municipal Income Trust Alternatives BlackRock MuniYield New York Quality Fund Alternatives DWS Municipal Income Trust Alternatives Abrdn Life Sciences Investors Alternatives Saratoga Investment Alternatives BlackRock MuniYield Michigan Quality Fund Alternatives Liberty All-Star Growth Fund Alternatives The Taiwan Fund Alternatives BlackRock MuniHoldings New York Quality 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 1/22/2025 by MarketBeat.com Staff From Our PartnersBill Gates’ is about to mint millionaires (again) with Stargate.This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...Brownstone Research | SponsoredDid You See Trump’s Manhattan Project Bombshell?This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...Banyan Hill Publishing | SponsoredTrump currency shock imminentTrump's Quiet $1.9 Trillion Move Against the Fed A small army of Americans, with Trump's support, has launc...Stansberry Research | SponsoredJanuary 29th - the next big trading catalyst to watch Mark your calendar for January 29th. 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