The Swiss Helvetia Fund (SWZ) Competitors $6.30 -0.08 (-1.18%) As of 03:15 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisChartCompetitorsDividendHeadlinesOwnershipSEC FilingsShort InterestTrendsBuy This Stock SWZ vs. ASG, MIN, TPVG, MHN, NCA, DSM, IIF, TWN, MMT, and TDFShould you be buying The Swiss Helvetia Fund stock or one of its competitors? The main competitors of The Swiss Helvetia Fund include Liberty All-Star Growth Fund (ASG), MFS Intermediate Income Trust (MIN), TriplePoint Venture Growth BDC (TPVG), BlackRock MuniHoldings New York Quality Fund (MHN), Nuveen California Municipal Value Fund (NCA), BNY Mellon Strategic Municipal Bond Fund (DSM), Morgan Stanley India Investment Fund (IIF), The Taiwan Fund (TWN), MFS Multimarket Income Trust (MMT), and Templeton Dragon Fund (TDF). These companies are all part of the "financial services" industry. The Swiss Helvetia Fund vs. Its Competitors Liberty All-Star Growth Fund MFS Intermediate Income Trust TriplePoint Venture Growth BDC BlackRock MuniHoldings New York Quality Fund Nuveen California Municipal Value Fund BNY Mellon Strategic Municipal Bond Fund Morgan Stanley India Investment Fund The Taiwan Fund MFS Multimarket Income Trust Templeton Dragon Fund The Swiss Helvetia Fund (NYSE:SWZ) and Liberty All-Star Growth Fund (NYSE:ASG) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, dividends, earnings, risk, valuation, profitability, community ranking, media sentiment and analyst recommendations. Does the media favor SWZ or ASG? In the previous week, The Swiss Helvetia Fund and The Swiss Helvetia Fund both had 1 articles in the media. The Swiss Helvetia Fund's average media sentiment score of 1.00 beat Liberty All-Star Growth Fund's score of -1.00 indicating that The Swiss Helvetia Fund is being referred to more favorably in the media. Company Overall Sentiment The Swiss Helvetia Fund Positive Liberty All-Star Growth Fund Negative Which has more volatility and risk, SWZ or ASG? The Swiss Helvetia Fund has a beta of 0.77, suggesting that its stock price is 23% less volatile than the S&P 500. Comparatively, Liberty All-Star Growth Fund has a beta of 1.24, suggesting that its stock price is 24% more volatile than the S&P 500. Does the MarketBeat Community prefer SWZ or ASG? The Swiss Helvetia Fund received 50 more outperform votes than Liberty All-Star Growth Fund when rated by MarketBeat users. Likewise, 74.50% of users gave The Swiss Helvetia Fund an outperform vote while only 57.23% of users gave Liberty All-Star Growth Fund an outperform vote. CompanyUnderperformOutperformThe Swiss Helvetia FundOutperform Votes14974.50% Underperform Votes5125.50% Liberty All-Star Growth FundOutperform Votes9957.23% Underperform Votes7442.77% Is SWZ or ASG more profitable? Company Net Margins Return on Equity Return on Assets The Swiss Helvetia FundN/A N/A N/A Liberty All-Star Growth Fund N/A N/A N/A Which has higher earnings and valuation, SWZ or ASG? Liberty All-Star Growth Fund has higher revenue and earnings than The Swiss Helvetia Fund. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioThe Swiss Helvetia Fund-$2.60M-31.49-$27.40MN/AN/ALiberty All-Star Growth Fund$51.46M5.98N/AN/AN/A Do institutionals and insiders hold more shares of SWZ or ASG? 41.1% of The Swiss Helvetia Fund shares are held by institutional investors. Comparatively, 21.6% of Liberty All-Star Growth Fund shares are held by institutional investors. 0.0% of The Swiss Helvetia Fund shares are held by insiders. Comparatively, 0.3% of Liberty All-Star Growth Fund shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term. Is SWZ or ASG a better dividend stock? The Swiss Helvetia Fund pays an annual dividend of $0.55 per share and has a dividend yield of 8.7%. Liberty All-Star Growth Fund pays an annual dividend of $0.48 per share and has a dividend yield of 9.1%. SummaryLiberty All-Star Growth Fund beats The Swiss Helvetia Fund 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 SWZ 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$81.78M$7.06B$11.61B$19.66BDividend Yield8.74%6.77%5.65%3.82%P/E RatioN/A3.5822.7935.09Price / Sales-31.4924.5026.7742.90Price / CashN/A7.5117.6017.51Price / BookN/A0.912.854.79Net Income-$27.40M$66.51M$1.04B$1.02B7 Day Performance-0.16%0.03%-0.17%-0.15%1 Month Performance0.24%0.90%0.28%1.25%1 Year Performance-23.23%2.05%539.88%9.45% The Swiss Helvetia Fund Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SWZThe Swiss Helvetia FundN/A$6.30-1.2%N/A-22.3%$81.78M-$2.60M0.00N/APositive NewsShort Interest ↓ASGLiberty All-Star Growth FundN/A$5.37+0.9%N/A+1.5%$312.73M$51.46M0.00N/ANegative NewsShort Interest ↑MINMFS Intermediate Income TrustN/A$2.67+0.2%N/A+1.1%$303.27M$27.88M0.00N/ATPVGTriplePoint Venture Growth BDC0.98 of 5 stars$7.32+1.7%$6.79-7.2%-22.4%$294.30M$50.00M34.83N/APositive NewsMHNBlackRock MuniHoldings New York Quality FundN/A$9.73+0.1%N/A-9.3%$294.10M$1.30M0.00N/APositive NewsUpcoming EarningsNCANuveen California Municipal Value FundN/A$8.46-0.1%N/A-2.7%$280.09M$17.68M0.00N/APositive NewsShort Interest ↓DSMBNY Mellon Strategic Municipal Bond FundN/A$5.55flatN/A-4.3%$274.33M$33.49M0.0020,786Positive NewsShort Interest ↓IIFMorgan Stanley India Investment FundN/A$27.44+0.7%N/A+9.8%$262.46M$63.07M0.00N/APositive NewsShort Interest ↓TWNThe Taiwan FundN/A$40.06+1.9%N/A+2.8%$256.14M$28.45M0.00N/APositive NewsShort Interest ↓Gap DownMMTMFS Multimarket Income TrustN/A$4.63-0.2%N/A-0.1%$256.05M$45.79M0.00N/ANegative NewsShort Interest ↑TDFTempleton Dragon FundN/A$10.02+1.4%N/A+20.5%$254.04M$27.67M0.00147,000Positive NewsDividend Announcement Related Companies and Tools Related Companies Liberty All-Star Growth Fund Alternatives MFS Intermediate Income Trust Alternatives TriplePoint Venture Growth BDC Alternatives BlackRock MuniHoldings New York Quality Fund Alternatives Nuveen California Municipal Value Fund Alternatives BNY Mellon Strategic Municipal Bond Fund Alternatives Morgan Stanley India Investment Fund Alternatives The Taiwan Fund Alternatives MFS Multimarket Income Trust Alternatives Templeton Dragon 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 6/13/2025 by MarketBeat.com Staff From Our PartnersYour Bank Account Is No Longer SafeWhat If Washington Declared That: YOUR Money ISN'T Actually Yours? 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