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Total Return Securities (SWZ) Competitors

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$5.99 +0.04 (+0.67%)
Closing price 10/17/2025 03:58 PM Eastern
Extended Trading
$5.99 0.00 (0.00%)
As of 10/17/2025 07:32 PM Eastern
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SWZ vs. MIN, TDF, DSM, NCA, MXF, AEF, MMT, MFM, EMF, and IIF

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), Templeton Dragon Fund (TDF), BNY Mellon Strategic Municipal Bond Fund (DSM), Nuveen California Municipal Va (NCA), Mexico Fund (MXF), Abrdn Emerging Markets Equity Income Fund (AEF), MFS Multimarket Income Trust (MMT), MFS MUNI INC TR (MFM), Templeton Emerging Markets Fund (EMF), and Morgan Stanley India Investment Fund (IIF). These companies are all part of the "financial services" industry.

Total Return Securities vs. Its Competitors

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

In the previous week, MFS Intermediate Income Trust had 1 more articles in the media than Total Return Securities. MarketBeat recorded 2 mentions for MFS Intermediate Income Trust and 1 mentions for Total Return Securities. MFS Intermediate Income Trust's average media sentiment score of 1.75 beat Total Return Securities' score of 1.11 indicating that MFS Intermediate Income Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MFS Intermediate Income Trust
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Total Return Securities
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

MFS Intermediate Income Trust pays an annual dividend of $0.23 per share and has a dividend yield of 8.7%. Total Return Securities pays an annual dividend of $0.29 per share and has a dividend yield of 4.8%.

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

MFS Intermediate Income Trust has higher earnings, but lower revenue than Total Return Securities.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MFS Intermediate Income TrustN/AN/AN/AN/AN/A
Total Return Securities$3.34M23.30-$3.74MN/AN/A

MFS Intermediate Income Trust has a beta of 0.27, indicating that its share price is 73% less volatile than the S&P 500. Comparatively, Total Return Securities has a beta of 0.77, indicating that its share price is 23% less volatile than the S&P 500.

Company Net Margins Return on Equity Return on Assets
MFS Intermediate Income TrustN/A N/A N/A
Total Return Securities N/A N/A N/A

Summary

MFS Intermediate Income Trust beats Total Return Securities on 4 of the 7 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$77.81M$4.11B$12.48B$21.77B
Dividend Yield4.88%6.04%5.61%3.62%
P/E RatioN/AN/A26.8432.43
Price / Sales23.3021.0029.9681.20
Price / CashN/A16.4619.3418.06
Price / Book0.671.252.244.59
Net Income-$3.74M$187.53M$1.02B$1.01B
7 Day Performance1.96%-0.73%-0.62%-0.34%
1 Month Performance-2.11%0.01%-2.24%-0.90%
1 Year Performance-30.51%3.08%537.64%9.51%

Total Return Securities Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SWZ
Total Return Securities
0.8289 of 5 stars
$5.99
+0.7%
N/A-30.5%$77.81M$3.34M0.00N/APositive News
MIN
MFS Intermediate Income Trust
N/A$2.67
+0.2%
N/A-2.4%$303.27M$24.59M0.00N/APositive News
TDF
Templeton Dragon Fund
N/A$11.83
-0.3%
N/A+26.5%$299.79MN/A0.00147,000Positive News
Short Interest ↓
DSM
BNY Mellon Strategic Municipal Bond Fund
N/A$5.97
+0.6%
N/A-4.0%$299.74MN/A0.0020,786Negative News
Short Interest ↑
NCA
Nuveen California Municipal Va
N/A$8.87
-1.7%
N/A-2.0%$294.91MN/A0.00N/A
MXF
Mexico Fund
N/A$18.90
+0.4%
N/A+28.2%$276.40MN/A0.00N/A
AEF
Abrdn Emerging Markets Equity Income Fund
N/A$6.56
+0.2%
N/A+18.6%$266.95M$43.16M0.00N/ANews Coverage
Positive News
MMT
MFS Multimarket Income Trust
N/A$4.78
+0.2%
N/A-1.7%$264.33MN/A0.00N/APositive News
Short Interest ↓
MFM
MFS MUNI INC TR
N/A$5.36
+0.6%
N/A-5.2%$263.00MN/A0.00281
EMF
Templeton Emerging Markets Fund
N/A$17.03
-0.2%
N/A+25.5%$258.27MN/A0.00N/ANegative News
Short Interest ↑
IIF
Morgan Stanley India Investment Fund
N/A$26.83
+0.8%
N/A-4.0%$256.58M$14.92M0.00N/AShort Interest ↓

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This page (NYSE:SWZ) was last updated on 10/20/2025 by MarketBeat.com Staff
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