The Swiss Helvetia Fund (SWZ) Competitors $6.33 +0.02 (+0.32%) Closing price 05/23/2025 03:58 PM EasternExtended Trading$6.30 -0.03 (-0.39%) As of 05/23/2025 06:13 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. JOF, ASG, MIN, MHN, NCA, DSM, TPVG, IIF, MMT, and MFMShould you be buying The Swiss Helvetia Fund stock or one of its competitors? The main competitors of The Swiss Helvetia Fund include Japan Smaller Capitalization Fund (JOF), Liberty All-Star Growth Fund (ASG), MFS Intermediate Income Trust (MIN), BlackRock MuniHoldings New York Quality Fund (MHN), Nuveen California Municipal Value Fund (NCA), BNY Mellon Strategic Municipal Bond Fund (DSM), TriplePoint Venture Growth BDC (TPVG), Morgan Stanley India Investment Fund (IIF), MFS Multimarket Income Trust (MMT), and MFS Municipal Income Trust (MFM). These companies are all part of the "financial services" industry. The Swiss Helvetia Fund vs. Japan Smaller Capitalization Fund Liberty All-Star Growth Fund MFS Intermediate Income Trust BlackRock MuniHoldings New York Quality Fund Nuveen California Municipal Value Fund BNY Mellon Strategic Municipal Bond Fund TriplePoint Venture Growth BDC Morgan Stanley India Investment Fund MFS Multimarket Income Trust MFS Municipal Income Trust The Swiss Helvetia Fund (NYSE:SWZ) and Japan Smaller Capitalization Fund (NYSE:JOF) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their media sentiment, dividends, community ranking, earnings, valuation, institutional ownership, risk, profitability and analyst recommendations. Is SWZ or JOF more profitable? Company Net Margins Return on Equity Return on Assets The Swiss Helvetia FundN/A N/A N/A Japan Smaller Capitalization Fund N/A N/A N/A Which has more volatility & risk, SWZ or JOF? The Swiss Helvetia Fund has a beta of 0.78, suggesting that its share price is 22% less volatile than the S&P 500. Comparatively, Japan Smaller Capitalization Fund has a beta of 0.51, suggesting that its share price is 49% less volatile than the S&P 500. Which has preferable earnings and valuation, SWZ or JOF? Japan Smaller Capitalization 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-31.67-$27.40MN/AN/AJapan Smaller Capitalization Fund$8.75M37.08N/AN/AN/A Is SWZ or JOF 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%. Japan Smaller Capitalization Fund pays an annual dividend of $0.31 per share and has a dividend yield of 3.4%. Does the media favor SWZ or JOF? In the previous week, The Swiss Helvetia Fund and The Swiss Helvetia Fund both had 2 articles in the media. Japan Smaller Capitalization Fund's average media sentiment score of 1.57 beat The Swiss Helvetia Fund's score of 0.84 indicating that Japan Smaller Capitalization Fund is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment The Swiss Helvetia Fund 1 Very Positive mention(s) 0 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Japan Smaller Capitalization Fund 2 Very Positive mention(s) 0 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Very Positive Do insiders & institutionals hold more shares of SWZ or JOF? 41.1% of The Swiss Helvetia Fund shares are held by institutional investors. 0.0% of The Swiss Helvetia Fund shares are held by company insiders. Comparatively, 1.0% of Japan Smaller Capitalization Fund shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term. Does the MarketBeat Community prefer SWZ or JOF? The Swiss Helvetia Fund received 149 more outperform votes than Japan Smaller Capitalization Fund when rated by MarketBeat users. CompanyUnderperformOutperformThe Swiss Helvetia FundOutperform Votes14974.50% Underperform Votes5125.50% Japan Smaller Capitalization FundN/AN/A SummaryThe Swiss Helvetia Fund and Japan Smaller Capitalization Fund tied by winning 4 of the 8 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$82.23M$6.89B$11.49B$19.29BDividend Yield8.67%6.80%5.45%3.84%P/E RatioN/A3.5722.2234.41Price / Sales-31.6721.8527.4134.88Price / CashN/A7.5117.6217.52Price / BookN/A0.892.764.69Net Income-$27.40M$66.51M$1.04B$1.02B7 Day Performance0.88%-0.89%-1.38%-2.39%1 Month Performance1.52%1.86%3.42%4.31%1 Year Performance-21.07%0.69%535.21%4.80% The Swiss Helvetia Fund Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SWZThe Swiss Helvetia FundN/A$6.33+0.3%N/A-20.6%$82.23M$-2,596,943.000.00N/ANews CoverageJOFJapan Smaller Capitalization FundN/A$8.99+0.6%N/A+20.4%$316.66M$8.75M0.00N/APositive NewsASGLiberty All-Star Growth FundN/A$5.28+0.4%N/A-1.7%$307.49M$51.46M0.00N/ANews CoveragePositive NewsMINMFS Intermediate Income TrustN/A$2.66-0.7%N/A+1.5%$302.70M$27.88M0.00N/ANews CoveragePositive NewsMHNBlackRock MuniHoldings New York Quality FundN/A$9.95-0.2%N/A-8.3%$300.91M$1.30M0.00N/APositive NewsNCANuveen California Municipal Value FundN/A$8.57-0.3%N/A-0.5%$283.74M$17.68M0.00N/ADSMBNY Mellon Strategic Municipal Bond FundN/A$5.73-0.2%N/A-1.8%$283.23M$33.49M0.0020,786TPVGTriplePoint Venture Growth BDC1.172 of 5 stars$6.97+3.9%$6.79-2.6%-28.1%$280.42M$50.00M33.19N/ANews CoveragePositive NewsIIFMorgan Stanley India Investment FundN/A$27.02+0.9%N/A+9.7%$258.45M$63.07M0.00N/APositive NewsMMTMFS Multimarket Income TrustN/A$4.60flatN/A-0.6%$254.39M$45.79M0.00N/AMFMMFS Municipal Income TrustN/A$5.17-0.6%N/A-1.9%$253.46M$46.87M0.00281Positive News Related Companies and Tools Related Companies Japan Smaller Capitalization Fund Alternatives Liberty All-Star Growth Fund Alternatives MFS Intermediate Income Trust Alternatives BlackRock MuniHoldings New York Quality Fund Alternatives Nuveen California Municipal Value Fund Alternatives BNY Mellon Strategic Municipal Bond Fund Alternatives TriplePoint Venture Growth BDC Alternatives Morgan Stanley India Investment Fund Alternatives MFS Multimarket Income Trust Alternatives MFS Municipal Income Trust 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 5/24/2025 by MarketBeat.com Staff From Our PartnersBuffett’s $325 Billion Cash Problem — Solved by Gold?A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. 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