Free Trial

Total Return Securities (SWZ) Competitors

Total Return Securities logo
$6.09 +0.03 (+0.50%)
Closing price 03:58 PM Eastern
Extended Trading
$6.09 0.00 (0.00%)
As of 04:10 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. MHN, MIN, DSM, TDF, NCA, MXF, MMT, MFM, IIF, and AEF

Should you be buying Total Return Securities stock or one of its competitors? The main competitors of Total Return Securities include BlackRock MuniHoldings New York Quality Fund (MHN), MFS Intermediate Income Trust (MIN), BNY Mellon Strategic Municipal Bond Fund (DSM), Templeton Dragon Fund (TDF), Nuveen California Municipal Va (NCA), Mexico Fund (MXF), MFS Multimarket Income Trust (MMT), MFS MUNI INC TR (MFM), Morgan Stanley India Investment Fund (IIF), and Abrdn Emerging Markets Equity Income Fund (AEF). These companies are all part of the "financial services" industry.

Total Return Securities vs. Its Competitors

Total Return Securities (NYSE:SWZ) and BlackRock MuniHoldings New York Quality Fund (NYSE:MHN) are both small-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their media sentiment, profitability, earnings, valuation, institutional ownership, analyst recommendations, dividends and risk.

41.1% of Total Return Securities shares are owned by institutional investors. Comparatively, 28.2% of BlackRock MuniHoldings New York Quality Fund shares are owned by institutional investors. 0.0% of Total Return Securities shares are owned by insiders. Comparatively, 1.0% of BlackRock MuniHoldings New York Quality Fund shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

BlackRock MuniHoldings New York Quality Fund has lower revenue, but higher earnings than Total Return Securities.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Total Return Securities$3.34M23.69-$3.74MN/AN/A
BlackRock MuniHoldings New York Quality FundN/AN/AN/AN/AN/A

Total Return Securities pays an annual dividend of $0.29 per share and has a dividend yield of 4.8%. BlackRock MuniHoldings New York Quality Fund pays an annual dividend of $0.31 per share and has a dividend yield of 3.1%.

Total Return Securities has a beta of 0.76, suggesting that its share price is 24% less volatile than the S&P 500. Comparatively, BlackRock MuniHoldings New York Quality Fund has a beta of 0.67, suggesting that its share price is 33% less volatile than the S&P 500.

Company Net Margins Return on Equity Return on Assets
Total Return SecuritiesN/A N/A N/A
BlackRock MuniHoldings New York Quality Fund N/A N/A N/A

In the previous week, Total Return Securities' average media sentiment score of 0.00 equaled BlackRock MuniHoldings New York Quality Fund'saverage media sentiment score.

Summary

Total Return Securities beats BlackRock MuniHoldings New York Quality Fund on 4 of the 5 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$78.72M$4.02B$12.67B$21.61B
Dividend Yield4.81%6.00%5.48%3.54%
P/E RatioN/AN/A240.2729.51
Price / Sales23.6921.2030.6460.27
Price / CashN/A18.2719.6418.12
Price / Book0.681.312.284.62
Net Income-$3.74M$161.89M$1.01B$1.00B
7 Day Performance0.08%-0.46%-0.60%-0.20%
1 Month Performance0.74%2.31%0.86%2.56%
1 Year Performance-32.56%2.51%539.88%12.26%

Total Return Securities Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SWZ
Total Return Securities
0.8411 of 5 stars
$6.09
+0.5%
N/A-32.9%$78.72M$3.34M0.00N/A
MHN
BlackRock MuniHoldings New York Quality Fund
N/A$10.20
+0.4%
N/A-9.1%$308.45MN/A0.00N/A
MIN
MFS Intermediate Income Trust
N/A$2.68
+0.2%
N/A-2.2%$304.42MN/A0.00N/APositive News
DSM
BNY Mellon Strategic Municipal Bond Fund
N/A$5.99
+0.6%
N/A-5.1%$295.84MN/A0.0020,786News Coverage
Positive News
TDF
Templeton Dragon Fund
N/A$11.45
-0.1%
N/A+26.7%$290.13MN/A0.00147,000
NCA
Nuveen California Municipal Va
N/A$8.68
-0.1%
N/A-4.1%$287.23MN/A0.00N/APositive News
MXF
Mexico Fund
N/A$19.27
+0.1%
N/A+27.9%$282.04MN/A0.00N/AGap Down
MMT
MFS Multimarket Income Trust
N/A$4.78
+0.3%
N/A-2.5%$264.06MN/A0.00N/A
MFM
MFS MUNI INC TR
N/A$5.35
+0.9%
N/A-6.7%$262.31MN/A0.00281
IIF
Morgan Stanley India Investment Fund
N/A$27.02
-0.3%
N/A-12.6%$259.78MN/A0.00N/APositive News
AEF
Abrdn Emerging Markets Equity Income Fund
N/A$6.37
+0.4%
N/A+9.0%$258.43M$43.16M0.00N/APositive News

Related Companies and Tools


This page (NYSE:SWZ) was last updated on 9/29/2025 by MarketBeat.com Staff
From Our Partners