SWZ vs. HRZN, MYN, HQL, TYG, KTF, SOR, MCI, PPT, MIY, 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 Horizon Technology Finance (HRZN), BlackRock MuniYield New York Quality Fund (MYN), Abrdn Life Sciences Investors (HQL), Tortoise Energy Infrastructure (TYG), DWS Municipal Income Trust (KTF), Source Capital (SOR), Barings Corporate Investors (MCI), Putnam Premier Income Trust (PPT), BlackRock MuniYield Michigan Quality Fund (MIY), and BlackRock MuniHoldings New York Quality Fund (MHN). These companies are all part of the "investment offices, not elsewhere classified" industry.
The Swiss Helvetia Fund (NYSE:SWZ) and Horizon Technology Finance (NASDAQ:HRZN) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their valuation, community ranking, risk, dividends, analyst recommendations, profitability, institutional ownership, media sentiment and earnings.
41.1% of The Swiss Helvetia Fund shares are owned by institutional investors. Comparatively, 4.9% of Horizon Technology Finance shares are owned by institutional investors. 0.0% of The Swiss Helvetia Fund shares are owned by insiders. Comparatively, 1.4% of Horizon Technology Finance shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.
The Swiss Helvetia Fund has a net margin of 0.00% compared to Horizon Technology Finance's net margin of -12.40%. Horizon Technology Finance's return on equity of 17.98% beat The Swiss Helvetia Fund's return on equity.
Horizon Technology Finance has higher revenue and earnings than The Swiss Helvetia Fund.
The Swiss Helvetia Fund has a beta of 0.8, suggesting that its stock price is 20% less volatile than the S&P 500. Comparatively, Horizon Technology Finance has a beta of 1.22, suggesting that its stock price is 22% more volatile than the S&P 500.
In the previous week, Horizon Technology Finance had 2 more articles in the media than The Swiss Helvetia Fund. MarketBeat recorded 4 mentions for Horizon Technology Finance and 2 mentions for The Swiss Helvetia Fund. The Swiss Helvetia Fund's average media sentiment score of 0.84 beat Horizon Technology Finance's score of 0.84 indicating that The Swiss Helvetia Fund is being referred to more favorably in the media.
The Swiss Helvetia Fund pays an annual dividend of $0.50 per share and has a dividend yield of 6.1%. Horizon Technology Finance pays an annual dividend of $1.32 per share and has a dividend yield of 10.9%. Horizon Technology Finance pays out -314.3% of its earnings in the form of a dividend.
Horizon Technology Finance has a consensus price target of $10.38, indicating a potential downside of 14.33%. Given Horizon Technology Finance's higher possible upside, analysts plainly believe Horizon Technology Finance is more favorable than The Swiss Helvetia Fund.
Horizon Technology Finance received 135 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 54.51% of users gave Horizon Technology Finance an outperform vote.
Summary
Horizon Technology Finance beats The Swiss Helvetia Fund on 11 of the 16 factors compared between the two stocks.
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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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