SWZ vs. PCM, KSM, MGF, NMT, PFO, ECF, NIM, NMI, CXE, and BCV
Should you be buying The Swiss Helvetia Fund stock or one of its competitors? The main competitors of The Swiss Helvetia Fund include PCM Fund (PCM), DWS Strategic Municipal Income Trust (KSM), MFS Government Markets Income Trust (MGF), Nuveen Massachusetts Quality Municipal Income Fund (NMT), Flaherty & Crumrine Preferred Income Opportunity Fund (PFO), Ellsworth Growth and Income Fund (ECF), Nuveen Select Maturities Municipal Fund (NIM), Nuveen Municipal Income Fund (NMI), MFS High Income Municipal Trust (CXE), and Bancroft Fund (BCV). These companies are all part of the "investment offices, not elsewhere classified" industry.
PCM Fund (NYSE:PCM) 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 media sentiment, risk, earnings, analyst recommendations, institutional ownership, valuation, dividends, profitability and community ranking.
PCM Fund has higher earnings, but lower revenue than The Swiss Helvetia Fund.
In the previous week, The Swiss Helvetia Fund had 2 more articles in the media than PCM Fund. MarketBeat recorded 2 mentions for The Swiss Helvetia Fund and 0 mentions for PCM Fund. The Swiss Helvetia Fund's average media sentiment score of 0.94 beat PCM Fund's score of 0.39 indicating that PCM Fund is being referred to more favorably in the media.
10.3% of PCM Fund shares are held by institutional investors. Comparatively, 41.1% of The Swiss Helvetia Fund shares are held by institutional investors. 1.0% of PCM Fund 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 large money managers, hedge funds and endowments believe a company is poised for long-term growth.
PCM Fund pays an annual dividend of $0.96 per share and has a dividend yield of 10.7%. The Swiss Helvetia Fund pays an annual dividend of $0.50 per share and has a dividend yield of 6.2%. PCM Fund has raised its dividend for 1 consecutive years and The Swiss Helvetia Fund has raised its dividend for 1 consecutive years.
PCM Fund received 38 more outperform votes than The Swiss Helvetia Fund when rated by MarketBeat users. However, 74.50% of users gave The Swiss Helvetia Fund an outperform vote while only 71.10% of users gave PCM Fund an outperform vote.
PCM Fund has a beta of 0.82, meaning that its stock price is 18% less volatile than the S&P 500. Comparatively, The Swiss Helvetia Fund has a beta of 0.78, meaning that its stock price is 22% less volatile than the S&P 500.
Summary
PCM Fund beats The Swiss Helvetia Fund on 5 of the 9 factors compared between the two stocks.
This chart shows the number of new MarketBeat users adding SWZ and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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.
The Swiss Helvetia Fund Competitors List
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