Free Trial

Total Return Securities (SWZ) Competitors

Total Return Securities logo
$6.13 +0.02 (+0.26%)
Closing price 09/5/2025 03:58 PM Eastern
Extended 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.

SWZ vs. MIN, MHN, TDF, NCA, DSM, TPVG, MXF, MMT, MFM, 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), 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

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.

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

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

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.

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%.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Total Return Securities$3.34M23.83-$3.74MN/AN/A
MFS Intermediate Income TrustN/AN/AN/AN/AN/A

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.

Summary

MFS 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
By 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 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.
Skip Chart

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.
Skip Chart

SWZ vs. The Competition

MetricTotal Return SecuritiesFIN IndustryFinance SectorNYSE Exchange
Market Cap$79.63M$3.96B$12.55B$21.37B
Dividend Yield6.86%6.17%5.41%3.48%
P/E RatioN/AN/A232.5129.64
Price / Sales23.8323.5730.8750.24
Price / CashN/A17.9819.0918.12
Price / Book0.691.202.294.58
Net Income-$3.74M$161.89M$1.01B$999.86M
7 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

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SWZ
Total Return Securities
2.6 of 5 stars
$6.13
+0.3%
N/A-29.1%$79.63M$3.34M0.00N/ANews Coverage
Positive News
Short Interest ↓
MIN
MFS Intermediate Income Trust
N/A$2.68
-0.6%
N/A-1.8%$306.12MN/A0.00N/ANews Coverage
Positive News
Dividend Increase
MHN
BlackRock MuniHoldings New York Quality Fund
N/A$9.64
+0.3%
N/A-9.7%$291.53MN/A0.00N/ANews Coverage
Positive News
Dividend Announcement
TDF
Templeton Dragon Fund
N/A$11.21
+1.7%
N/A+46.0%$283.70MN/A0.00147,000News Coverage
Positive News
Short Interest ↓
NCA
Nuveen California Municipal Va
N/A$8.52
+0.4%
N/A-5.3%$282.08MN/A0.00N/ANews Coverage
Positive News
Dividend Announcement
DSM
BNY Mellon Strategic Municipal Bond Fund
N/A$5.67
+0.3%
N/A-6.2%$280.76MN/A0.0020,786News Coverage
Short Interest ↑
TPVG
TriplePoint Venture Growth BDC
1.6563 of 5 stars
$6.75
+1.2%
$6.75
-9.1%$273.39M$108.65M6.49N/ANews Coverage
Positive News
Insider Trade
MXF
Mexico Fund
N/A$18.19
-0.3%
N/A+26.8%$266.31MN/A0.00N/ANews Coverage
Positive News
Short Interest ↓
MMT
MFS Multimarket Income Trust
N/A$4.75
+0.4%
N/A-0.2%$263.24MN/A0.00N/ANews Coverage
Positive News
Dividend Increase
Short Interest ↑
MFM
Mfs Muni Inc Tr
N/A$5.18
-0.1%
N/A-8.1%$254.44MN/A0.00281News Coverage
Positive News
Dividend Announcement
Short Interest ↓
IIF
Morgan Stanley India Investment Fund
N/A$26.30
-0.9%
N/A-4.0%$251.08MN/A0.00N/ANews Coverage
Positive News
Short Interest ↓

Related Companies and Tools


This page (NYSE:SWZ) was last updated on 9/7/2025 by MarketBeat.com Staff
From Our Partners