The Swiss Helvetia Fund (SWZ) Competitors $6.30 +0.02 (+0.32%) Closing price 05/1/2025 03:59 PM EasternExtended Trading$6.30 0.00 (0.00%) As of 05/1/2025 04:05 PM 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 Competitors Stock AnalysisChartCompetitorsDividendHeadlinesOwnershipSEC FilingsShort InterestTrendsBuy This Stock SWZ vs. MIN, JOF, MHN, ASG, IIF, MMT, BKT, TPVG, TDF, and MXFShould you be buying The Swiss Helvetia Fund stock or one of its competitors? The main competitors of The Swiss Helvetia Fund include MFS Intermediate Income Trust (MIN), Japan Smaller Capitalization Fund (JOF), BlackRock MuniHoldings New York Quality Fund (MHN), Liberty All-Star Growth Fund (ASG), Morgan Stanley India Investment Fund (IIF), MFS Multimarket Income Trust (MMT), BlackRock Income Trust (BKT), TriplePoint Venture Growth BDC (TPVG), Templeton Dragon Fund (TDF), and The Mexico Fund (MXF). These companies are all part of the "financial services" industry. The Swiss Helvetia Fund vs. MFS Intermediate Income Trust Japan Smaller Capitalization Fund BlackRock MuniHoldings New York Quality Fund Liberty All-Star Growth Fund Morgan Stanley India Investment Fund MFS Multimarket Income Trust BlackRock Income Trust TriplePoint Venture Growth BDC Templeton Dragon Fund The Mexico Fund MFS Intermediate Income Trust (NYSE:MIN) and The Swiss Helvetia Fund (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 dividends, profitability, earnings, media sentiment, valuation, analyst recommendations, risk, institutional ownership and community ranking. Is MIN or SWZ more profitable? Company Net Margins Return on Equity Return on Assets MFS Intermediate Income TrustN/A N/A N/A The Swiss Helvetia Fund N/A N/A N/A Does the MarketBeat Community believe in MIN or SWZ? The Swiss Helvetia Fund received 2 more outperform votes than MFS Intermediate Income Trust when rated by MarketBeat users. Likewise, 74.50% of users gave The Swiss Helvetia Fund an outperform vote while only 64.76% of users gave MFS Intermediate Income Trust an outperform vote. CompanyUnderperformOutperformMFS Intermediate Income TrustOutperform Votes14764.76% Underperform Votes8035.24% The Swiss Helvetia FundOutperform Votes14974.50% Underperform Votes5125.50% Does the media prefer MIN or SWZ? In the previous week, MFS Intermediate Income Trust and MFS Intermediate Income Trust both had 1 articles in the media. MFS Intermediate Income Trust's average media sentiment score of 0.45 beat The Swiss Helvetia Fund's score of 0.45 indicating that MFS Intermediate Income Trust is being referred to more favorably in the media. Company Overall Sentiment MFS Intermediate Income Trust Neutral The Swiss Helvetia Fund Neutral Which has higher earnings & valuation, MIN or SWZ? MFS Intermediate Income Trust has higher revenue and earnings than The Swiss Helvetia Fund. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioMFS Intermediate Income Trust$27.88M11.00N/AN/AN/AThe Swiss Helvetia Fund-$2.60M-31.52-$27.40MN/AN/A Which has more volatility & risk, MIN or SWZ? MFS Intermediate Income Trust has a beta of 0.3, indicating that its share price is 70% less volatile than the S&P 500. Comparatively, The Swiss Helvetia Fund has a beta of 0.75, indicating that its share price is 25% less volatile than the S&P 500. Do institutionals and insiders believe in MIN or SWZ? 50.9% of MFS Intermediate Income Trust shares are owned by institutional investors. Comparatively, 41.1% of The Swiss Helvetia Fund shares are owned by institutional investors. 0.0% of MFS Intermediate Income Trust shares are owned by company insiders. Comparatively, 0.0% of The Swiss Helvetia Fund shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth. Is MIN or SWZ a better dividend stock? MFS Intermediate Income Trust pays an annual dividend of $0.23 per share and has a dividend yield of 8.5%. The Swiss Helvetia Fund pays an annual dividend of $0.55 per share and has a dividend yield of 8.7%. SummaryThe Swiss Helvetia Fund beats MFS Intermediate Income Trust on 5 of the 9 factors compared between the two stocks. Get The Swiss Helvetia Fund News Delivered to You Automatically Sign up to receive the latest news and ratings for SWZ and its competitors with MarketBeat's FREE daily newsletter. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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.Skip Chart SWZ vs. The Competition Export to ExcelMetricThe Swiss Helvetia FundInvestment offices IndustryFinance SectorNYSE ExchangeMarket Cap$81.84M$6.70B$11.10B$18.96BDividend Yield8.79%6.92%5.77%4.01%P/E RatioN/A3.5222.1032.87Price / Sales-31.5221.5626.3228.03Price / CashN/A7.5117.6017.52Price / BookN/A0.862.674.47Net Income-$27.40M$66.51M$1.03B$1.02B7 Day Performance0.96%0.88%0.68%0.59%1 Month Performance-32.04%-2.09%-0.59%-3.54%1 Year Performance-16.89%1.62%537.57%3.80% The Swiss Helvetia Fund Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SWZThe Swiss Helvetia FundN/A$6.30+0.3%N/A-16.9%$81.84M$-2,596,943.000.00N/AShort Interest ↑News CoverageMINMFS Intermediate Income TrustN/A$2.63-0.4%N/A+3.3%$299.29M$27.88M0.00N/AShort Interest ↑JOFJapan Smaller Capitalization FundN/A$8.33-0.6%N/A+17.7%$293.42M$38.39M0.00N/AShort Interest ↑Negative NewsHigh Trading VolumeMHNBlackRock MuniHoldings New York Quality FundN/A$9.54-1.8%N/A-2.7%$288.51M$1.30M0.00N/AShort Interest ↑Negative NewsASGLiberty All-Star Growth FundN/A$4.44-3.5%N/A-3.1%$258.57M$51.46M0.00N/AShort Interest ↑Negative NewsIIFMorgan Stanley India Investment FundN/A$25.40+1.9%N/A+11.5%$248.69M$63.07M0.00N/AMMTMFS Multimarket Income TrustN/A$4.44-0.9%N/A+1.0%$245.54M$45.79M0.00N/AShort Interest ↑News CoverageBKTBlackRock Income TrustN/A$11.27-1.0%N/A+3.4%$240.14M$3.59M0.00N/APositive NewsTPVGTriplePoint Venture Growth BDC1.8786 of 5 stars$5.85-2.2%$6.96+18.9%-36.5%$234.80M$45.53M27.86N/AUpcoming EarningsPositive NewsTDFTempleton Dragon FundN/A$8.78-0.1%N/A+11.7%$222.60M$27.67M0.00147,000Short Interest ↑News CoveragePositive NewsMXFThe Mexico FundN/A$14.88-0.9%N/A-14.6%$217.84M$-5,770,281.000.00N/APositive NewsHigh Trading Volume Related Companies and Tools Related Companies MFS Intermediate Income Trust Alternatives Japan Smaller Capitalization Fund Alternatives BlackRock MuniHoldings New York Quality Fund Alternatives Liberty All-Star Growth Fund Alternatives Morgan Stanley India Investment Fund Alternatives MFS Multimarket Income Trust Alternatives BlackRock Income Trust Alternatives TriplePoint Venture Growth BDC Alternatives Templeton Dragon Fund Alternatives The Mexico Fund Alternatives Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NYSE:SWZ) was last updated on 5/2/2025 by MarketBeat.com Staff From Our PartnersThe next market Nvidia is positioned to dominate …Robots — built by Nvidia. 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