The Swiss Helvetia Fund (SWZ) Competitors $9.14 +0.03 (+0.27%) Closing price 03/28/2025 03:59 PM EasternExtended Trading$9.15 +0.01 (+0.05%) As of 03/28/2025 04:05 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 AnalysisChartCompetitorsDividendFinancialsHeadlinesOwnershipSEC FilingsShort InterestTrendsBuy This Stock SWZ vs. RMT, MVF, MCI, EVN, MYN, KTF, HQL, SAR, MIY, and MHNShould you be buying The Swiss Helvetia Fund stock or one of its competitors? The main competitors of The Swiss Helvetia Fund include Royce Micro-Cap Trust (RMT), BlackRock MuniVest Fund (MVF), 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), and BlackRock MuniHoldings New York Quality Fund (MHN). These companies are all part of the "financial services" industry. The Swiss Helvetia Fund vs. Royce Micro-Cap Trust BlackRock MuniVest Fund 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 BlackRock MuniHoldings New York Quality Fund The Swiss Helvetia Fund (NYSE:SWZ) and Royce Micro-Cap Trust (NYSE:RMT) are both small-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, community ranking, media sentiment, valuation, earnings, dividends, risk, analyst recommendations and institutional ownership. Is SWZ or RMT a better dividend stock? The Swiss Helvetia Fund pays an annual dividend of $0.55 per share and has a dividend yield of 6.0%. Royce Micro-Cap Trust pays an annual dividend of $0.74 per share and has a dividend yield of 8.8%. Does the media favor SWZ or RMT? In the previous week, The Swiss Helvetia Fund had 1 more articles in the media than Royce Micro-Cap Trust. MarketBeat recorded 5 mentions for The Swiss Helvetia Fund and 4 mentions for Royce Micro-Cap Trust. Royce Micro-Cap Trust's average media sentiment score of 1.66 beat The Swiss Helvetia Fund's score of -0.27 indicating that Royce Micro-Cap Trust 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) 1 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Neutral Royce Micro-Cap Trust 4 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 stronger valuation & earnings, SWZ or RMT? Royce Micro-Cap Trust has higher revenue and earnings than The Swiss Helvetia Fund. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioThe Swiss Helvetia Fund-$2.60M-45.75-$27.40MN/AN/ARoyce Micro-Cap Trust$66.96M6.40N/AN/AN/A Do institutionals & insiders hold more shares of SWZ or RMT? 41.1% of The Swiss Helvetia Fund shares are held by institutional investors. Comparatively, 35.0% of Royce Micro-Cap Trust shares are held by institutional investors. 0.0% of The Swiss Helvetia Fund shares are held by insiders. Comparatively, 0.2% of Royce Micro-Cap Trust shares are held 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 SWZ or RMT more profitable? Company Net Margins Return on Equity Return on Assets The Swiss Helvetia FundN/A N/A N/A Royce Micro-Cap Trust N/A N/A N/A Which has more risk and volatility, SWZ or RMT? The Swiss Helvetia Fund has a beta of 0.83, suggesting that its share price is 17% less volatile than the S&P 500. Comparatively, Royce Micro-Cap Trust has a beta of 1.32, suggesting that its share price is 32% more volatile than the S&P 500. Does the MarketBeat Community prefer SWZ or RMT? The Swiss Helvetia Fund received 63 more outperform votes than Royce Micro-Cap Trust when rated by MarketBeat users. Likewise, 74.50% of users gave The Swiss Helvetia Fund an outperform vote while only 68.25% of users gave Royce Micro-Cap Trust an outperform vote. CompanyUnderperformOutperformThe Swiss Helvetia FundOutperform Votes14974.50% Underperform Votes5125.50% Royce Micro-Cap TrustOutperform Votes8668.25% Underperform Votes4031.75% SummaryRoyce Micro-Cap Trust beats The Swiss Helvetia Fund on 6 of the 10 factors compared between the two stocks. Remove Ads 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$118.50M$7.83B$11.31B$19.40BDividend Yield6.07%6.80%5.39%3.76%P/E RatioN/A3.6922.4933.06Price / Sales-45.7516.0425.7426.59Price / CashN/A7.5117.6217.55Price / BookN/A0.952.734.53Net Income-$27.40M$66.51M$1.04B$1.02B7 Day Performance2.18%-0.69%-0.01%-1.30%1 Month Performance2.06%-2.20%495.71%-4.04%1 Year Performance15.32%1.40%536.45%2.55% The Swiss Helvetia Fund Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SWZThe Swiss Helvetia FundN/A$9.15+0.3%N/A+15.3%$118.50M$-2,596,943.000.00N/ADividend CutShort Interest ↑RMTRoyce Micro-Cap TrustN/A$8.71+1.8%N/A-10.6%$441.19M$66.96M0.00N/ANews CoveragePositive NewsMVFBlackRock MuniVest FundN/A$7.22+0.9%N/A-0.6%$435.17M$29.36M0.00147,000Short Interest ↓Positive NewsHigh Trading VolumeMCIBarings Corporate InvestorsN/A$20.90+1.6%N/A+33.0%$424.15M$37.92M0.00N/AShort Interest ↓News CoverageEVNEaton Vance Municipal Income TrustN/A$10.62+2.1%N/A+0.6%$421.07M$38.57M0.00N/AShort Interest ↓Positive NewsHigh Trading VolumeMYNBlackRock MuniYield New York Quality FundN/A$10.02-0.5%N/A-5.7%$383.90M$19.20M0.00N/AShort Interest ↑News CoverageKTFDWS Municipal Income TrustN/A$9.40+0.3%N/A+3.2%$368.03M$35.07M0.00N/AHQLAbrdn Life Sciences InvestorsN/A$13.24+0.7%N/A-5.5%$361.99M$86.69M0.00N/AShort Interest ↓News CoveragePositive NewsSARSaratoga Investment1.5288 of 5 stars$24.66+1.2%$25.08+1.7%+8.5%$353.77M$46.93M9.943,211MIYBlackRock MuniYield Michigan Quality FundN/A$11.41+0.3%N/A-1.9%$335.06M$18.58M0.00N/AUpcoming EarningsShort Interest ↑News CoverageMHNBlackRock MuniHoldings New York Quality FundN/A$10.31-0.1%N/A-4.2%$311.64M$13.59M0.00N/AShort Interest ↑News Coverage Remove Ads Related Companies and Tools Related Companies Royce Micro-Cap Trust Alternatives BlackRock MuniVest Fund Alternatives 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 BlackRock MuniHoldings New York Quality Fund 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 3/30/2025 by MarketBeat.com Staff From Our PartnersTrump Treasure April 19Thanks to President Trump… A $900 investment across5 specific cryptos… Could gain 12,000% so quickly tha...Paradigm Press | SponsoredThe Dirty Secret About Gold Mining Stocks...Here's something most gold analysts won't tell you: 90% of gold mining companies actually destroy sharehold...Golden Portfolio | SponsoredA market crash is coming—here’s whenThe stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...Chaikin Analytics | SponsoredAI Boom Takes a Shocking Turn…A potentially historic moment for retirement Let's make the most of this market together. 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