NYSE:SWZ The Swiss Helvetia Fund (SWZ) Stock Price, News & Analysis $9.22 +0.06 (+0.60%) Closing price 03/31/2025 03:58 PM EasternExtended Trading$9.22 0.00 (0.00%) As of 07:57 AM 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 Stock Analysis Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesOwnershipSEC FilingsShort InterestTrendsBuy This Stock About The Swiss Helvetia Fund Stock (NYSE:SWZ) 30 days 90 days 365 days Advanced Chart View Price History Chart DataSkip Price History Chart Get SWZ alerts:Sign Up Key Stats Today's Range$9.07▼$9.2450-Day Range$8.50▼$9.2252-Week Range$7.49▼$9.29Volume150,436 shsAverage Volume28,048 shsMarket Capitalization$119.71 millionP/E RatioN/ADividend Yield5.97%Price TargetN/AConsensus RatingN/A Company OverviewThe Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach, focusing on factors such as capital appreciation, income, economic and industry trends, quality of management, financial condition, business plan, industry and sector market position, dividend payout ratio, and corporate governance to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index and MSCI EAFE Index. It was previously known as The Helvetia Fund, Inc. The Swiss Helvetia Fund Inc. was formed in October 24, 1986 and is domiciled in the United States.Read More… Remove Ads Receive SWZ Stock News and Ratings via Email Sign-up to receive the latest news and ratings for The Swiss Helvetia Fund and its competitors with MarketBeat's FREE daily newsletter. Email Address SWZ Stock News HeadlinesSwiss Helvetia Closed FundMarch 31 at 11:18 PM | uk.investing.comTHE SWISS HELVETIA FUND, INC. REVISES PAYMENT DATE FOR SPECIAL DISTRIBUTION OF $3.00 PER SHAREMarch 27, 2025 | uk.finance.yahoo.comTrump’s betrayal exposed Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.April 1, 2025 | Porter & Company (Ad)THE SWISS HELVETIA FUND, INC. DECLARES SPECIAL DISTRIBUTION OF $3.00 PER SHAREMarch 24, 2025 | prnewswire.comTHE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.1458 PER SHAREMarch 7, 2025 | gurufocus.comTHE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.1458 PER SHAREMarch 7, 2025 | prnewswire.comSWZ: Will Be Converting To A 'Hedge Fund' Style CEFFebruary 25, 2025 | seekingalpha.comThe Swiss Helvetia Fund Announces Results of Special MeetingFebruary 21, 2025 | globenewswire.comSee More Headlines SWZ Stock Analysis - Frequently Asked Questions How have SWZ shares performed this year? The Swiss Helvetia Fund's stock was trading at $7.49 on January 1st, 2025. Since then, SWZ stock has increased by 23.0% and is now trading at $9.2150. View the best growth stocks for 2025 here. How do I buy shares of The Swiss Helvetia Fund? Shares of SWZ stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. What other stocks do shareholders of The Swiss Helvetia Fund own? Based on aggregate information from My MarketBeat watchlists, some other companies that The Swiss Helvetia Fund investors own include Intelsat (I), Associated British Foods (ABF), Fossil Group (FOSL), AMC Entertainment (AMC), Bank of America (BAC), Chaarat Gold (CGH) and Apollo Global Management (APO). Company Calendar Record date for 3/31 Dividend3/18/2025Ex-Dividend for 3/31 Dividend3/18/2025Dividend Payable3/31/2025Today4/01/2025Record date for 4/14 Dividend4/03/2025Dividend Payable4/14/2025Ex-Dividend for 4/14 Dividend4/15/2025Fiscal Year End12/31/2025Get Stock AlertsIndustry, Sector and Symbol Stock ExchangeNYSE SectorFinance Industry Investment offices, not elsewhere classified Sub-IndustryFinancial Services Current SymbolNYSE:SWZ CIK813623 Webwww.swzfund.com Phone800-730-2932FaxN/AEmployeesN/AYear FoundedN/AProfitability EPS (Most Recent Fiscal Year)N/A Trailing P/E RatioN/A Forward P/E RatioN/A P/E GrowthN/ANet IncomeN/A Net MarginsN/A Pretax MarginN/A Return on EquityN/A Return on AssetsN/A Debt Debt-to-Equity RatioN/A Current RatioN/A Quick RatioN/A Sales & Book Value Annual Sales$-2,596,943.00 Price / Sales-46.10 Cash FlowN/A Price / Cash FlowN/A Book ValueN/A Price / BookN/AMiscellaneous Outstanding Shares12,991,000Free Float12,987,000Market Cap$119.71 million OptionableNot Optionable Beta0.83 Social Links 20 High-Yield Dividend Stocks that Could Ruin Your RetirementAlmost everyone loves strong dividend-paying stocks, but high yields can signal danger. 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