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Total Return Securities (SWZ) Competitors

Total Return Securities logo
$6.22 -0.03 (-0.48%)
As of 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

SWZ vs. MIN, TPVG, TWN, MHN, NCA, DSM, IIF, TDF, MMT, and MXF

Should you be buying Total Return Securities stock or one of its competitors? The main competitors of Total Return Securities include MFS Intermediate Income Trust (MIN), TriplePoint Venture Growth BDC (TPVG), Taiwan Fund (TWN), BlackRock MuniHoldings New York Quality Fund (MHN), Nuveen California Municipal Va (NCA), BNY Mellon Strategic Municipal Bond Fund (DSM), Morgan Stanley India Investment Fund (IIF), Templeton Dragon Fund (TDF), MFS Multimarket Income Trust (MMT), and Mexico Fund (MXF). These companies are all part of the "financial services" industry.

Total Return Securities vs. Its Competitors

Total Return Securities (NYSE:SWZ) and MFS Intermediate Income Trust (NYSE:MIN) are both small-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their analyst recommendations, risk, institutional ownership, dividends, profitability, earnings, valuation and media sentiment.

Company Net Margins Return on Equity Return on Assets
Total Return SecuritiesN/A N/A N/A
MFS Intermediate Income Trust N/A N/A N/A

Total Return Securities has a beta of 0.76, indicating that its share price is 24% less volatile than the S&P 500. Comparatively, MFS Intermediate Income Trust has a beta of 0.28, indicating that its share price is 72% less volatile than the S&P 500.

41.1% of Total Return Securities shares are held by institutional investors. Comparatively, 50.9% of MFS Intermediate Income Trust shares are held by institutional investors. 0.0% of Total Return Securities shares are held by insiders. Comparatively, 0.0% of MFS Intermediate Income Trust shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Total Return Securities pays an annual dividend of $0.42 per share and has a dividend yield of 6.8%. MFS Intermediate Income Trust pays an annual dividend of $0.23 per share and has a dividend yield of 8.7%.

MFS Intermediate Income Trust has higher revenue and earnings than Total Return Securities.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Total Return Securities-$2.60M-31.12-$3.74MN/AN/A
MFS Intermediate Income Trust$24.59M12.24N/AN/AN/A

In the previous week, Total Return Securities' average media sentiment score of 0.00 equaled MFS Intermediate Income Trust'saverage media sentiment score.

Company Overall Sentiment
Total Return Securities Neutral
MFS Intermediate Income Trust Neutral

Summary

MFS Intermediate Income Trust beats Total Return Securities on 4 of the 6 factors compared between the two stocks.

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New MarketBeat Followers Over Time

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.
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Media Sentiment Over Time

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.
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SWZ vs. The Competition

MetricTotal Return SecuritiesFIN IndustryFinance SectorNYSE Exchange
Market Cap$80.87M$3.82B$12.29B$20.96B
Dividend Yield6.76%6.60%5.55%3.59%
P/E RatioN/AN/A18.9928.32
Price / Sales-31.1228.3826.3557.08
Price / CashN/A18.3718.6618.21
Price / Book0.701.122.264.70
Net Income-$3.74M$161.89M$999.65M$992.76M
7 Day Performance-0.32%0.20%0.13%1.89%
1 Month Performance-1.57%0.44%2.90%4.54%
1 Year Performance-26.74%0.76%541.80%9.62%

Total Return Securities Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SWZ
Total Return Securities
1.051 of 5 stars
$6.22
-0.5%
N/A-26.4%$80.87M-$2.60M0.00N/A
MIN
MFS Intermediate Income Trust
N/A$2.65
+0.2%
N/A-1.7%$301MN/A0.00N/A
TPVG
TriplePoint Venture Growth BDC
0.9109 of 5 stars
$7.15
-0.9%
$6.96
-2.7%
-20.2%$290.48M$108.65M7.69N/APositive News
TWN
Taiwan Fund
N/A$46.17
+1.8%
N/A+10.4%$289.96M$28.45M0.00N/AHigh Trading Volume
MHN
BlackRock MuniHoldings New York Quality Fund
N/A$9.55
-0.2%
N/A-11.7%$289.42M$1.30M0.00N/AHigh Trading Volume
NCA
Nuveen California Municipal Va
N/A$8.49
-0.6%
N/A-3.8%$282.74MN/A0.00N/A
DSM
BNY Mellon Strategic Municipal Bond Fund
N/A$5.51
+0.3%
N/A-8.0%$271.36MN/A0.0020,786
IIF
Morgan Stanley India Investment Fund
N/A$27.42
0.0%
N/A+1.2%$262.27MN/A0.00N/A
TDF
Templeton Dragon Fund
N/A$10.31
+0.5%
N/A+33.8%$259.87MN/A0.00147,000
MMT
MFS Multimarket Income Trust
N/A$4.63
+0.2%
N/A-1.7%$255.49MN/A0.00N/A
MXF
Mexico Fund
N/A$17.02
-0.5%
N/A+10.2%$250.50MN/A0.00N/ANews Coverage

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This page (NYSE:SWZ) was last updated on 7/28/2025 by MarketBeat.com Staff
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