Total Return Securities (SWZ) Competitors $6.13 +0.02 (+0.26%) Closing price 09/5/2025 03:58 PM EasternExtended Trading$6.12 0.00 (-0.08%) As of 09/5/2025 08:00 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 AnalysisChartCompetitorsDividendHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock SWZ vs. MIN, MHN, TDF, NCA, DSM, TPVG, MXF, MMT, MFM, and IIFShould 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), BlackRock MuniHoldings New York Quality Fund (MHN), Templeton Dragon Fund (TDF), Nuveen California Municipal Va (NCA), BNY Mellon Strategic Municipal Bond Fund (DSM), TriplePoint Venture Growth BDC (TPVG), Mexico Fund (MXF), MFS Multimarket Income Trust (MMT), Mfs Muni Inc Tr (MFM), 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 BlackRock MuniHoldings New York Quality Fund Templeton Dragon Fund Nuveen California Municipal Va BNY Mellon Strategic Municipal Bond Fund TriplePoint Venture Growth BDC Mexico Fund MFS Multimarket Income Trust Mfs Muni Inc Tr Morgan Stanley India Investment Fund 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 media sentiment, dividends, institutional ownership, earnings, valuation, profitability, analyst recommendations and risk. Does the media prefer SWZ or MIN? In the previous week, MFS Intermediate Income Trust had 1 more articles in the media than Total Return Securities. MarketBeat recorded 3 mentions for MFS Intermediate Income Trust and 2 mentions for Total Return Securities. MFS Intermediate Income Trust's average media sentiment score of 1.83 beat Total Return Securities' score of 1.38 indicating that MFS Intermediate Income Trust is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment 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 2 Very Positive mention(s) 0 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Very Positive Is SWZ or MIN more profitable? 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 Do institutionals & insiders believe in SWZ or MIN? 41.1% of Total Return Securities shares are owned by institutional investors. Comparatively, 50.9% of MFS Intermediate Income Trust shares are owned by institutional investors. 0.0% of Total Return Securities shares are owned by insiders. Comparatively, 0.0% of MFS Intermediate Income Trust shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term. Is SWZ or MIN a better dividend stock? Total Return Securities pays an annual dividend of $0.42 per share and has a dividend yield of 6.9%. MFS Intermediate Income Trust pays an annual dividend of $0.23 per share and has a dividend yield of 8.5%. Which has higher earnings & valuation, SWZ or MIN? MFS Intermediate Income Trust has lower revenue, but higher earnings than Total Return Securities. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioTotal Return Securities$3.34M23.83-$3.74MN/AN/AMFS Intermediate Income TrustN/AN/AN/AN/AN/A Which has more risk & volatility, SWZ or MIN? Total Return Securities has a beta of 0.76, suggesting that its stock price is 24% less volatile than the S&P 500. Comparatively, MFS Intermediate Income Trust has a beta of 0.28, suggesting that its stock price is 72% less volatile than the S&P 500. SummaryMFS Intermediate Income Trust beats Total Return Securities on 4 of the 7 factors compared between the two stocks. Get Total Return Securities 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. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. 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 ExcelMetricTotal Return SecuritiesFIN IndustryFinance SectorNYSE ExchangeMarket Cap$79.63M$3.96B$12.55B$21.37BDividend Yield6.86%6.17%5.41%3.48%P/E RatioN/AN/A232.5129.64Price / Sales23.8323.5730.8750.24Price / CashN/A17.9819.0918.12Price / Book0.691.202.294.58Net Income-$3.74M$161.89M$1.01B$999.86M7 Day Performance1.34%0.87%0.45%0.58%1 Month Performance-0.73%2.25%4.00%5.67%1 Year Performance-29.10%3.06%544.50%18.25% Total Return Securities Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SWZTotal Return Securities2.6 of 5 stars$6.13+0.3%N/A-29.1%$79.63M$3.34M0.00N/ANews CoveragePositive NewsShort Interest ↓MINMFS Intermediate Income TrustN/A$2.68-0.6%N/A-1.8%$306.12MN/A0.00N/ANews CoveragePositive NewsDividend IncreaseMHNBlackRock MuniHoldings New York Quality FundN/A$9.64+0.3%N/A-9.7%$291.53MN/A0.00N/ANews CoveragePositive NewsDividend AnnouncementTDFTempleton Dragon FundN/A$11.21+1.7%N/A+46.0%$283.70MN/A0.00147,000News CoveragePositive NewsShort Interest ↓NCANuveen California Municipal VaN/A$8.52+0.4%N/A-5.3%$282.08MN/A0.00N/ANews CoveragePositive NewsDividend AnnouncementDSMBNY Mellon Strategic Municipal Bond FundN/A$5.67+0.3%N/A-6.2%$280.76MN/A0.0020,786News CoverageShort Interest ↑TPVGTriplePoint Venture Growth BDC1.6563 of 5 stars$6.75+1.2%$6.75-9.1%$273.39M$108.65M6.49N/ANews CoveragePositive NewsInsider TradeMXFMexico FundN/A$18.19-0.3%N/A+26.8%$266.31MN/A0.00N/ANews CoveragePositive NewsShort Interest ↓MMTMFS Multimarket Income TrustN/A$4.75+0.4%N/A-0.2%$263.24MN/A0.00N/ANews CoveragePositive NewsDividend IncreaseShort Interest ↑MFMMfs Muni Inc TrN/A$5.18-0.1%N/A-8.1%$254.44MN/A0.00281News CoveragePositive NewsDividend AnnouncementShort Interest ↓IIFMorgan Stanley India Investment FundN/A$26.30-0.9%N/A-4.0%$251.08MN/A0.00N/ANews CoveragePositive NewsShort Interest ↓ Related Companies and Tools Related Companies MFS Intermediate Income Trust Alternatives BlackRock MuniHoldings New York Quality Fund Alternatives Templeton Dragon Fund Alternatives Nuveen California Municipal Va Alternatives BNY Mellon Strategic Municipal Bond Fund Alternatives TriplePoint Venture Growth BDC Alternatives Mexico Fund Alternatives MFS Multimarket Income Trust Alternatives Mfs Muni Inc Tr Alternatives Morgan Stanley India Investment 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 9/7/2025 by MarketBeat.com Staff From Our PartnersWhy Trump’s “Smart Dollar” could rewrite the rulesMUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's lates...Stansberry Research | SponsoredTrump's Law S.1582: $21T Dollar Revolution ComingDo you have money in any of these banks? Chase. Bank of America. Citigroup. Wells Fargo. U.S. Bancorp. I...Brownstone Research | SponsoredBuffett, Gates and Bezos Dumping StocksThe world's wealthiest individuals are making huge moves with their money. Warren Buffett just liquidated b...Banyan Hill Publishing | Sponsored“Sell Nvidia before earnings”Eric Fry just went live with one of his most controversial calls yet: “Sell Nvidia.” While Wall Street has bee...InvestorPlace | SponsoredRetire Comfortably with These New Monthly Income ETFs?Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...Investors Alley | SponsoredForget Tesla — This Tiny AI Stock Is Musk’s Real PlayWhile Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...Behind the Markets | SponsoredTurn $1K into $50K with This DeFi GemBitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...Crypto 101 Media | SponsoredREVEALED: Something Big Happening Behind White House Doorswhat I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...Paradigm Press | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Total Return Securities, Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Share Total Return Securities With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.